Greystone Financial Group, LLC: DUK position timeline

Greystone Financial Group, LLC held 59,290 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 59,290 shares

   Change vs previous 13F -2,057 shares

   2.1% of the 13F portfolio, value $7,504,928.

   13F-HR 0001845302-26-000008 filed by Greystone Financial Group, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 61,347 shares

   Change vs previous 13F -39,238 shares

   2.27% of the 13F portfolio, value $8,032,776.

   13F-HR 0001845302-26-000006 filed by Greystone Financial Group, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 100,585 shares

   Change vs previous 13F +6,819 shares

   1.84% of the 13F portfolio, value $11,789,568.

   13F-HR 0001845302-26-000004 filed by Greystone Financial Group, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 93,766 shares

   Change vs previous 13F +10,580 shares

   1.8% of the 13F portfolio, value $11,603,543.

   13F-HR 0001845302-25-000011 filed by Greystone Financial Group, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 83,186 shares

   Change vs previous 13F not available

   1.62% of the 13F portfolio, value $9,815,948.

   13F-HR 0001845302-25-000007 filed by Greystone Financial Group, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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