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GLOBALT Investments LLC / GA: DUK position timeline

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

GLOBALT Investments LLC / GA held 61,775 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,775 shares
    Change vs previous 13F -1,249 shares

    0.26% of the 13F portfolio, value $7,819,501.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 63,024 shares
    Change vs previous 13F -2,471 shares

    0.29% of the 13F portfolio, value $8,252,360.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 65,495 shares
    Change vs previous 13F +8,124 shares

    0.28% of the 13F portfolio, value $7,676,667.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 57,371 shares
    Change vs previous 13F -835 shares

    0.26% of the 13F portfolio, value $7,099,659.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 58,206 shares
    Change vs previous 13F -3,051 shares

    0.26% of the 13F portfolio, value $6,868,306.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 61,257 shares
    Change vs previous 13F +435 shares

    0.31% of the 13F portfolio, value $7,471,472.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 60,822 shares
    Change vs previous 13F -818 shares

    0.25% of the 13F portfolio, value $6,552,923.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 61,640 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,107,050.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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