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Disclosery

Drake & Associates, LLC: DUK position timeline

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

Drake & Associates, LLC held 5,907 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,907 shares
    Change vs previous 13F -6,466 shares

    0.13% of the 13F portfolio, value $747,708.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 12,373 shares
    Change vs previous 13F -5,031 shares

    0.31% of the 13F portfolio, value $1,620,121.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 17,404 shares
    Change vs previous 13F -6,391 shares

    0.41% of the 13F portfolio, value $2,039,923.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 23,795 shares
    Change vs previous 13F +1,315 shares

    0.62% of the 13F portfolio, value $2,945,107.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 22,480 shares
    Change vs previous 13F +10,047 shares

    0.65% of the 13F portfolio, value $2,652,640.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 12,433 shares
    Change vs previous 13F +2,837 shares

    0.43% of the 13F portfolio, value $1,516,453.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 9,596 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,103,444.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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