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Disclosery

Chicago Partners Investment Group LLC: DUK position timeline

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

Chicago Partners Investment Group LLC held 50,400 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,400 shares
    Change vs previous 13F +1,651 shares

    0.13% of the 13F portfolio, value $6,514,648.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 48,749 shares
    Change vs previous 13F +2,287 shares

    0.14% of the 13F portfolio, value $6,105,813.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 46,462 shares
    Change vs previous 13F -1,083 shares

    0.13% of the 13F portfolio, value $5,456,082.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 47,545 shares
    Change vs previous 13F +888 shares

    0.16% of the 13F portfolio, value $5,974,050.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 46,657 shares
    Change vs previous 13F +763 shares

    0.16% of the 13F portfolio, value $5,576,036.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 45,894 shares
    Change vs previous 13F +911 shares

    0.19% of the 13F portfolio, value $5,626,543.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 44,983 shares
    Change vs previous 13F -1,322 shares

    0.16% of the 13F portfolio, value $4,868,515.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 46,305 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,583,040.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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