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Meadowbrook Wealth Management, LLC: DUK position timeline

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

Meadowbrook Wealth Management, LLC held 3,911 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,911 shares
    Change vs previous 13F -525 shares

    0.47% of the 13F portfolio, value $445,893.

    13F-HR 0002090468-26-000011 filed by Meadowbrook Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,436 shares
    Change vs previous 13F +990 shares

    0.6% of the 13F portfolio, value $557,916.

    13F-HR 0002090468-26-000009 filed by Meadowbrook Wealth Management, 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 3,446 shares
    Change vs previous 13F +685 shares

    0.6% of the 13F portfolio, value $451,219.

    13F-HR 0002090468-26-000007 filed by Meadowbrook Wealth Management, 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 2,761 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $323,617.

    13F-HR 0002090468-26-000003 filed by Meadowbrook Wealth Management, 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 2,761 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $341,674.

    13F-HR 0002090468-25-000003 filed by Meadowbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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