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Disclosery

D.A. DAVIDSON & CO.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on DUK, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 217,905 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,905 shares
    Change vs previous 13F -36,196 shares

    0.15% of the 13F portfolio, value $27,582,455.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 254,101 shares
    Change vs previous 13F +4,006 shares

    0.2% of the 13F portfolio, value $33,272,077.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 250,095 shares
    Change vs previous 13F +11,050 shares

    0.18% of the 13F portfolio, value $29,313,722.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 239,045 shares
    Change vs previous 13F +4,094 shares

    0.19% of the 13F portfolio, value $29,581,906.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 234,951 shares
    Change vs previous 13F +487 shares

    0.2% of the 13F portfolio, value $27,724,319.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 234,464 shares
    Change vs previous 13F +4,948 shares

    0.23% of the 13F portfolio, value $28,597,642.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 229,516 shares
    Change vs previous 13F +10,946 shares

    0.2% of the 13F portfolio, value $24,728,106.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 218,570 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $25,201,226.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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