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KMG FIDUCIARY PARTNERS, LLC: DUK position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 46,492 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,492 shares
    Change vs previous 13F -3,637 shares

    0.52% of the 13F portfolio, value $5,300,528.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,129 shares
    Change vs previous 13F -11,995 shares

    0.59% of the 13F portfolio, value $6,345,289.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 62,124 shares
    Change vs previous 13F +67 shares

    0.6% of the 13F portfolio, value $8,134,488.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 62,057 shares
    Change vs previous 13F +1,695 shares

    0.52% of the 13F portfolio, value $7,273,700.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 60,362 shares
    Change vs previous 13F +5,585 shares

    0.5% of the 13F portfolio, value $7,469,811.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 54,777 shares
    Change vs previous 13F -35 shares

    0.48% of the 13F portfolio, value $6,463,683.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 54,812 shares
    Change vs previous 13F +2,715 shares

    0.56% of the 13F portfolio, value $6,685,415.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 52,097 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,612,938.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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