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Disclosery

LPL Financial LLC: DUK position timeline

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

LPL Financial LLC held 2,563,597 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,563,597 shares
    Change vs previous 13F +82,487 shares

    0.07% of the 13F portfolio, value $324,500,053.

    13F-HR 0001403438-26-000004 filed by LPL 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 2,481,110 shares
    Change vs previous 13F +119,058 shares

    0.09% of the 13F portfolio, value $324,876,482.

    13F-HR 0001403438-26-000002 filed by LPL 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 2,362,052 shares
    Change vs previous 13F +74,053 shares

    0.08% of the 13F portfolio, value $276,855,989.

    13F-HR 0001403438-26-000001 filed by LPL 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 2,287,999 shares
    Change vs previous 13F +313,696 shares

    0.08% of the 13F portfolio, value $283,139,844.

    13F-HR 0001403438-25-000006 filed by LPL 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 1,974,303 shares
    Change vs previous 13F +169,444 shares

    0.08% of the 13F portfolio, value $232,967,723.

    13F-HR 0001403438-25-000005 filed by LPL 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 1,804,859 shares
    Change vs previous 13F +150,856 shares

    0.09% of the 13F portfolio, value $220,138,653.

    13F-HR 0001403438-25-000003 filed by LPL 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 1,654,003 shares
    Change vs previous 13F +81,601 shares

    0.07% of the 13F portfolio, value $178,202,234.

    13F-HR 0001403438-25-000002 filed by LPL 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 1,572,402 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $181,297,862.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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