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HOLDERNESS INVESTMENTS CO: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOLDERNESS INVESTMENTS CO on DUK, newest first. How the timeline and the estimate are built.

HOLDERNESS INVESTMENTS CO held 41,566 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,566 shares
    Change vs previous 13F +1,606 shares

    0.88% of the 13F portfolio, value $5,261,430.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    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 39,960 shares
    Change vs previous 13F +455 shares

    1.05% of the 13F portfolio, value $5,232,418.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    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 39,505 shares
    Change vs previous 13F -173 shares

    0.94% of the 13F portfolio, value $4,630,326.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    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 39,678 shares
    Change vs previous 13F -1,062 shares

    1% of the 13F portfolio, value $4,910,163.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    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 40,740 shares
    Change vs previous 13F -410 shares

    1.03% of the 13F portfolio, value $4,807,363.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    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 41,150 shares
    Change vs previous 13F +339 shares

    1.17% of the 13F portfolio, value $5,019,116.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    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 40,811 shares
    Change vs previous 13F +31 shares

    0.97% of the 13F portfolio, value $4,396,933.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    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 40,780 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,701,897.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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