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GREENWOOD CAPITAL ASSOCIATES LLC: DUK position timeline

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

GREENWOOD CAPITAL ASSOCIATES LLC held 20,570 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,570 shares
    Change vs previous 13F -1,395 shares

    0.26% of the 13F portfolio, value $2,603,787.

    13F-HR 0001161822-26-000004 filed by GREENWOOD CAPITAL 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 21,965 shares
    Change vs previous 13F -5,831 shares

    0.32% of the 13F portfolio, value $2,876,135.

    13F-HR 0001161822-26-000003 filed by GREENWOOD CAPITAL 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 27,796 shares
    Change vs previous 13F +2,013 shares

    0.35% of the 13F portfolio, value $3,258,003.

    13F-HR 0001161822-26-000002 filed by GREENWOOD CAPITAL 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 25,783 shares
    Change vs previous 13F +195 shares

    0.37% of the 13F portfolio, value $3,190,682.

    13F-HR 0001161822-25-000010 filed by GREENWOOD CAPITAL 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 25,588 shares
    Change vs previous 13F -6,411 shares

    0.38% of the 13F portfolio, value $3,019,418.

    13F-HR 0001161822-25-000005 filed by GREENWOOD CAPITAL 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 31,999 shares
    Change vs previous 13F +912 shares

    0.53% of the 13F portfolio, value $3,902,953.

    13F-HR 0001161822-25-000003 filed by GREENWOOD CAPITAL 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 31,087 shares
    Change vs previous 13F +1,480 shares

    0.44% of the 13F portfolio, value $3,349,345.

    13F-HR 0001161822-25-000002 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    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 29,607 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,413,721.

    13F-HR 0001161822-24-000014 filed by GREENWOOD CAPITAL ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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