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Disclosery

Linscomb Wealth, Inc.: DUK position timeline

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

Linscomb Wealth, Inc. held 68,815 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,815 shares
    Change vs previous 13F -6,717 shares

    0.38% of the 13F portfolio, value $8,710,648.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, Inc.
    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 75,532 shares
    Change vs previous 13F -16,575 shares

    0.44% of the 13F portfolio, value $9,890,214.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, Inc.
    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 92,107 shares
    Change vs previous 13F +680 shares

    0.45% of the 13F portfolio, value $10,795,812.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, Inc.
    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 91,427 shares
    Change vs previous 13F +1,399 shares

    0.49% of the 13F portfolio, value $11,314,092.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, Inc.
    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 90,028 shares
    Change vs previous 13F +97 shares

    0.49% of the 13F portfolio, value $10,623,361.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, Inc.
    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 89,931 shares
    Change vs previous 13F +1,020 shares

    0.55% of the 13F portfolio, value $10,968,863.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, Inc.
    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 88,911 shares
    Change vs previous 13F +2,390 shares

    0.48% of the 13F portfolio, value $9,579,319.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, Inc.
    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 86,521 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $9,975,887.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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