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Columbia Asset Management: DUK position timeline

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

Columbia Asset Management held 12,624 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,624 shares
    Change vs previous 13F -520 shares

    0.28% of the 13F portfolio, value $1,597,899.

    13F-HR 0002085853-26-000792 filed by Columbia Asset Management
    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 13,144 shares
    Change vs previous 13F +710 shares

    0.33% of the 13F portfolio, value $1,721,027.

    13F-HR 0002085853-26-000430 filed by Columbia Asset Management
    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 12,434 shares
    Change vs previous 13F +457 shares

    0.26% of the 13F portfolio, value $1,457,346.

    13F-HR 0002085853-26-000122 filed by Columbia Asset Management
    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 11,977 shares
    Change vs previous 13F +505 shares

    0.28% of the 13F portfolio, value $1,482,108.

    13F-HR 0002085853-25-000221 filed by Columbia Asset Management
    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 11,472 shares
    Change vs previous 13F -398 shares

    0.27% of the 13F portfolio, value $1,353,652.

    13F-HR 0001667731-25-000872 filed by Columbia Asset Management
    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 11,870 shares
    Change vs previous 13F -508 shares

    0.29% of the 13F portfolio, value $1,447,739.

    13F-HR 0001667731-25-000412 filed by Columbia Asset Management
    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 12,378 shares
    Change vs previous 13F -30 shares

    0.25% of the 13F portfolio, value $1,333,566.

    13F-HR 0001667731-25-000251 filed by Columbia Asset Management
    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 12,408 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,431,000.

    13F-HR 0001585047-24-000004 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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