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Disclosery

CapWealth Advisors, LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CapWealth Advisors, LLC on DUK, newest first. How the timeline and the estimate are built.

CapWealth Advisors, LLC held 215,220 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 215,220 shares
    Change vs previous 13F +1,367 shares

    1.85% of the 13F portfolio, value $24,537,217.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 213,853 shares
    Change vs previous 13F +4,773 shares

    1.86% of the 13F portfolio, value $27,069,513.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 209,080 shares
    Change vs previous 13F -816 shares

    2.03% of the 13F portfolio, value $27,376,935.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F/A 209,896 shares
    Change vs previous 13F +2,861 shares

    1.68% of the 13F portfolio, value $24,601,910.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F/A 207,035 shares
    Change vs previous 13F -1,420 shares

    1.76% of the 13F portfolio, value $25,620,581.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 208,455 shares
    Change vs previous 13F +15,157 shares

    2.43% of the 13F portfolio, value $24,597,690.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 193,298 shares
    Change vs previous 13F +5,260 shares

    2.56% of the 13F portfolio, value $23,576,557.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 188,038 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $20,259,214.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).