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HighPoint Advisor Group LLC: DUK position timeline

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

HighPoint Advisor Group LLC held 5,663 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,663 shares
    Change vs previous 13F +889 shares

    0.03% of the 13F portfolio, value $716,869.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 4,774 shares
    Change vs previous 13F -27,801 shares

    0.03% of the 13F portfolio, value $625,143.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 32,575 shares
    Change vs previous 13F +4,741 shares

    0.08% of the 13F portfolio, value $3,818,144.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group 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 27,834 shares
    Change vs previous 13F -352 shares

    0.16% of the 13F portfolio, value $3,444,463.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group 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 28,186 shares
    Change vs previous 13F +948 shares

    0.18% of the 13F portfolio, value $3,325,948.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group 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 27,238 shares
    Change vs previous 13F +960 shares

    0.19% of the 13F portfolio, value $3,314,881.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group 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 26,278 shares
    Change vs previous 13F +1,379 shares

    0.17% of the 13F portfolio, value $3,048,802.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group 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 24,899 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,870,845.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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