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CCM INVESTMENT ADVISERS LLC: DUK position timeline

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

CCM INVESTMENT ADVISERS LLC held 107,967 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,967 shares
    Change vs previous 13F +1,810 shares

    1.06% of the 13F portfolio, value $13,666,580.

    13F-HR 0000931097-26-000004 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 106,157 shares
    Change vs previous 13F +2,455 shares

    1.33% of the 13F portfolio, value $13,900,216.

    13F-HR 0000931097-26-000003 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 103,702 shares
    Change vs previous 13F +3,879 shares

    1.16% of the 13F portfolio, value $12,154,952.

    13F-HR 0000931097-26-000001 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 99,823 shares
    Change vs previous 13F +1,411 shares

    1.22% of the 13F portfolio, value $12,353,104.

    13F-HR 0000931097-25-000009 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 98,412 shares
    Change vs previous 13F +715 shares

    1.25% of the 13F portfolio, value $11,612,647.

    13F-HR 0000931097-25-000004 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 97,697 shares
    Change vs previous 13F +14,087 shares

    1.46% of the 13F portfolio, value $11,916,177.

    13F-HR 0000931097-25-000003 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 83,610 shares
    Change vs previous 13F +16,356 shares

    1% of the 13F portfolio, value $9,008,174.

    13F-HR 0000931097-25-000001 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 67,254 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $7,754,479.

    13F-HR 0000931097-24-000008 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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