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Disclosery

MAI Capital Management: DUK position timeline

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

MAI Capital Management held 47,112 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,112 shares
    Change vs previous 13F +6,136 shares

    0.02% of the 13F portfolio, value $5,963,500.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 40,976 shares
    Change vs previous 13F -64 shares

    0.03% of the 13F portfolio, value $5,365,344.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 41,040 shares
    Change vs previous 13F +1,701 shares

    0.03% of the 13F portfolio, value $4,810,351.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 39,339 shares
    Change vs previous 13F -1,854 shares

    0.03% of the 13F portfolio, value $4,868,226.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 41,193 shares
    Change vs previous 13F +4,012 shares

    0.03% of the 13F portfolio, value $4,860,789.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 37,181 shares
    Change vs previous 13F -111 shares

    0.03% of the 13F portfolio, value $4,534,982.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 37,292 shares
    Change vs previous 13F +13,312 shares

    0.03% of the 13F portfolio, value $4,017,837.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 23,980 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,764,944.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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