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Kingsview Wealth Management, LLC: DUK position timeline

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

Kingsview Wealth Management, LLC held 74,137 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,137 shares
    Change vs previous 13F +3,674 shares

    0.11% of the 13F portfolio, value $9,384,205.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, 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 70,463 shares
    Change vs previous 13F +8,155 shares

    0.13% of the 13F portfolio, value $9,226,374.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, 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 62,308 shares
    Change vs previous 13F +8,761 shares

    0.11% of the 13F portfolio, value $7,303,178.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, 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 53,547 shares
    Change vs previous 13F +3,294 shares

    0.1% of the 13F portfolio, value $6,626,460.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, 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 50,253 shares
    Change vs previous 13F +6,375 shares

    0.1% of the 13F portfolio, value $5,929,912.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, 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 43,878 shares
    Change vs previous 13F +294 shares

    0.1% of the 13F portfolio, value $5,351,831.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, 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 43,584 shares
    Change vs previous 13F +5,615 shares

    0.09% of the 13F portfolio, value $4,695,713.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, 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 37,969 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,377,770.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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