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Laurel Wealth Advisors LLC: DUK position timeline

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

Laurel Wealth Advisors LLC held 163,580 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,580 shares
    Change vs previous 13F -129 shares

    2% of the 13F portfolio, value $20,705,972.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth Advisors 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 163,709 shares
    Change vs previous 13F +10,423 shares

    2.01% of the 13F portfolio, value $20,327,780.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth Advisors 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 153,286 shares
    Change vs previous 13F -451 shares

    2.38% of the 13F portfolio, value $17,966,599.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth Advisors 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 153,737 shares
    Change vs previous 13F +4,001 shares

    2.66% of the 13F portfolio, value $19,024,891.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth Advisors 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/A 149,736 shares
    Change vs previous 13F -3,670 shares

    2.64% of the 13F portfolio, value $17,668,789.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth Advisors 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 153,406 shares
    Change vs previous 13F +4,703 shares

    2.93% of the 13F portfolio, value $18,710,867.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth Advisors 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 148,703 shares
    Change vs previous 13F +68,977 shares

    2.5% of the 13F portfolio, value $16,021,208.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors 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 79,726 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $9,192,344.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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