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Disclosery

Monument Capital Management: DUK position timeline

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

Monument Capital Management held 7,674 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,674 shares
    Change vs previous 13F +537 shares

    0.18% of the 13F portfolio, value $874,913.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,137 shares
    Change vs previous 13F +1,285 shares

    0.18% of the 13F portfolio, value $903,401.

    13F-HR 0001729428-26-000005 filed by Monument 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 ended2026-03-31
    13F 5,852 shares
    Change vs previous 13F -608 shares

    0.19% of the 13F portfolio, value $766,261.

    13F-HR 0001729428-26-000003 filed by Monument 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 ended2025-12-31
    13F 6,460 shares
    Change vs previous 13F +167 shares

    0.19% of the 13F portfolio, value $757,177.

    13F-HR 0001729428-26-000001 filed by Monument 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 ended2025-09-30
    13F 6,293 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $778,759.

    13F-HR 0001729428-25-000010 filed by Monument 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 ended2025-06-30
    13F 6,293 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $742,574.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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