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Disclosery

Homrich & Berg: DUK position timeline

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

Homrich & Berg held 36,480 DUK shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 36,480 shares
    Change vs previous 13F +2,172 shares

    0.08% of the 13F portfolio, value $3,560,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 34,308 shares
    Change vs previous 13F +3,402 shares

    0.08% of the 13F portfolio, value $3,387,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 30,906 shares
    Change vs previous 13F +7,335 shares

    0.08% of the 13F portfolio, value $2,983,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 23,571 shares
    Change vs previous 13F +928 shares

    0.06% of the 13F portfolio, value $2,158,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 22,643 shares
    Change vs previous 13F -1,370 shares

    0.07% of the 13F portfolio, value $2,005,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 24,013 shares
    Change vs previous 13F +10,819 shares

    0.08% of the 13F portfolio, value $1,918,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 13,194 shares
    Change vs previous 13F +1,104 shares

    0.06% of the 13F portfolio, value $1,067,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 12,090 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,103,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

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