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Disclosery

Joule Financial, LLC: DUK position timeline

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

Joule Financial, LLC held 1,803 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,803 shares
    Change vs previous 13F +38 shares

    0.06% of the 13F portfolio, value $228,260.

    13F-HR 0001172661-26-002634 filed by Joule Financial, 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 1,765 shares
    Change vs previous 13F -524 shares

    0.07% of the 13F portfolio, value $231,136.

    13F-HR 0001172661-26-001484 filed by Joule Financial, 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 2,289 shares
    Change vs previous 13F +20 shares

    0.08% of the 13F portfolio, value $268,316.

    13F-HR 0001172661-26-000225 filed by Joule Financial, 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 2,269 shares
    Change vs previous 13F -126 shares

    0.08% of the 13F portfolio, value $280,793.

    13F-HR 0001172661-25-004552 filed by Joule Financial, 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 2,395 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $282,604.

    13F-HR 0001172661-25-002679 filed by Joule Financial, 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 2,394 shares
    Change vs previous 13F +50 shares

    0.1% of the 13F portfolio, value $291,976.

    13F-HR 0001172661-25-001487 filed by Joule Financial, 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 2,344 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $252,518.

    13F-HR 0001172661-25-000201 filed by Joule Financial, 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 2,345 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $270,333.

    13F-HR 0001172661-24-004300 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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