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Disclosery

CGN Advisors LLC: DUK position timeline

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

CGN Advisors LLC held 32,705 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,705 shares
    Change vs previous 13F +3,488 shares

    0.3% of the 13F portfolio, value $4,139,824.

    13F-HR 0001841506-26-000004 filed by CGN Advisors 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 29,217 shares
    Change vs previous 13F +759 shares

    0.3% of the 13F portfolio, value $3,825,635.

    13F-HR 0001841506-26-000003 filed by CGN 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 ended2025-12-31
    13F 28,458 shares
    Change vs previous 13F +1,605 shares

    0.26% of the 13F portfolio, value $3,335,572.

    13F-HR 0001841506-26-000001 filed by CGN 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 ended2025-09-30
    13F 26,853 shares
    Change vs previous 13F +204 shares

    0.27% of the 13F portfolio, value $3,323,069.

    13F-HR 0001841506-25-000008 filed by CGN 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 ended2025-06-30
    13F 26,649 shares
    Change vs previous 13F -404 shares

    0.28% of the 13F portfolio, value $3,144,592.

    13F-HR 0001841506-25-000005 filed by CGN 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 ended2025-03-31
    13F 27,053 shares
    Change vs previous 13F +2,610 shares

    0.32% of the 13F portfolio, value $3,299,665.

    13F-HR 0001841506-25-000002 filed by CGN 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 ended2024-12-31
    13F 24,443 shares
    Change vs previous 13F +348 shares

    0.26% of the 13F portfolio, value $2,633,498.

    13F-HR 0001841506-25-000001 filed by CGN 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 ended2024-09-30
    13F 24,095 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,778,163.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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