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Disclosery

Destination Wealth Management: DUK position timeline

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

Destination Wealth Management held 5,169 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,169 shares
    Change vs previous 13F +381 shares

    0.02% of the 13F portfolio, value $654,324.

    13F-HR 0001278573-26-000008 filed by Destination Wealth 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 4,788 shares
    Change vs previous 13F +344 shares

    0.02% of the 13F portfolio, value $626,994.

    13F-HR 0001278573-26-000006 filed by Destination Wealth 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 4,444 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $520,917.

    13F-HR 0001278573-26-000003 filed by Destination Wealth 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 4,347 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $537,941.

    13F-HR 0001278573-25-000012 filed by Destination Wealth 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 4,247 shares
    Change vs previous 13F -738 shares

    0.01% of the 13F portfolio, value $501,146.

    13F-HR 0001278573-25-000009 filed by Destination Wealth 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 4,985 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $608,020.

    13F-HR 0001278573-25-000006 filed by Destination Wealth 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 4,976 shares
    Change vs previous 13F +81 shares

    0.02% of the 13F portfolio, value $536,114.

    13F-HR 0001278573-25-000002 filed by Destination Wealth 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 4,895 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $564,394.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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