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Mutual Advisors, LLC: DUK position timeline

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

Mutual Advisors, LLC held 24,041 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 24,041 shares
    Change vs previous 13F +1,832 shares

    0.06% of the 13F portfolio, value $3,043,069.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 22,209 shares
    Change vs previous 13F +1,442 shares

    0.06% of the 13F portfolio, value $2,908,026.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 20,767 shares
    Change vs previous 13F +270 shares

    0.05% of the 13F portfolio, value $2,434,099.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 20,497 shares
    Change vs previous 13F -899 shares

    0.06% of the 13F portfolio, value $2,608,486.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 21,396 shares
    Change vs previous 13F +2,052 shares

    0.06% of the 13F portfolio, value $2,566,071.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 19,344 shares
    Change vs previous 13F -1,690 shares

    0.07% of the 13F portfolio, value $2,318,358.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 21,034 shares
    Change vs previous 13F -510 shares

    0.07% of the 13F portfolio, value $2,293,976.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 21,544 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,564,121.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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