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Disclosery

Horizon Investments, LLC: DUK position timeline

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

Horizon Investments, LLC held 63,683 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,683 shares
    Change vs previous 13F +3,880 shares

    0.09% of the 13F portfolio, value $8,060,994.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 59,803 shares
    Change vs previous 13F -3,849 shares

    0.09% of the 13F portfolio, value $7,830,605.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 63,652 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $7,460,651.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 63,541 shares
    Change vs previous 13F +12,269 shares

    0.1% of the 13F portfolio, value $7,863,199.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 51,272 shares
    Change vs previous 13F +36,094 shares

    0.1% of the 13F portfolio, value $6,050,096.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 15,178 shares
    Change vs previous 13F +636 shares

    0.06% of the 13F portfolio, value $1,851,261.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 14,542 shares
    Change vs previous 13F +386 shares

    0.04% of the 13F portfolio, value $1,566,755.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 14,156 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,632,187.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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