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Moloney Securities Asset Management, LLC: DUK position timeline

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

Moloney Securities Asset Management, LLC held 17,070 DUK shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,070 shares
    Change vs previous 13F -1,221 shares

    0.25% of the 13F portfolio, value $2,112,389.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 18,291 shares
    Change vs previous 13F +392 shares

    0.27% of the 13F portfolio, value $2,158,358.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset 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 ended2025-03-31
    13F 17,899 shares
    Change vs previous 13F -1,757 shares

    0.3% of the 13F portfolio, value $2,183,183.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset 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 ended2024-12-31
    13F 19,656 shares
    Change vs previous 13F -59 shares

    0.28% of the 13F portfolio, value $2,117,730.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset 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 ended2024-09-30
    13F 19,715 shares
    Change vs previous 13F -738 shares

    0.3% of the 13F portfolio, value $2,273,093.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 20,453 shares
    Change vs previous 13F +1,937 shares

    0.3% of the 13F portfolio, value $2,049,969.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 18,516 shares
    Change vs previous 13F -826 shares

    0.27% of the 13F portfolio, value $1,790,700.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 19,342 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,876,981.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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