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Disclosery

FineMark National Bank & Trust: DUK position timeline

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

FineMark National Bank & Trust held 107,286 DUK shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 107,286 shares
    Change vs previous 13F +3,267 shares

    0.39% of the 13F portfolio, value $12,575,094.

    13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 104,019 shares
    Change vs previous 13F +1,863 shares

    0.42% of the 13F portfolio, value $12,872,459.

    13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 102,156 shares
    Change vs previous 13F -724 shares

    0.41% of the 13F portfolio, value $12,054,510.

    13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 102,880 shares
    Change vs previous 13F +85 shares

    0.46% of the 13F portfolio, value $12,548,379.

    13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 102,795 shares
    Change vs previous 13F +47 shares

    0.39% of the 13F portfolio, value $11,075,145.

    13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 102,748 shares
    Change vs previous 13F +19,050 shares

    0.41% of the 13F portfolio, value $11,846,893.

    13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 83,698 shares
    Change vs previous 13F +35,753 shares

    0.31% of the 13F portfolio, value $8,389,116.

    13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 47,945 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,636,843.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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