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NEOS Investment Management LLC: DUK position timeline

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

NEOS Investment Management LLC held 126,358 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,358 shares
    Change vs previous 13F +15,220 shares

    0.06% of the 13F portfolio, value $15,994,397.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 ended2026-03-31
    13F 111,138 shares
    Change vs previous 13F +4,804 shares

    0.07% of the 13F portfolio, value $14,552,410.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 ended2025-12-31
    13F 106,334 shares
    Change vs previous 13F +2,932 shares

    0.07% of the 13F portfolio, value $12,463,408.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 ended2025-09-30
    13F 103,402 shares
    Change vs previous 13F +32,059 shares

    0.1% of the 13F portfolio, value $12,795,998.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 ended2025-06-30
    13F 71,343 shares
    Change vs previous 13F +14,264 shares

    0.1% of the 13F portfolio, value $8,418,474.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 ended2025-03-31
    13F 57,079 shares
    Change vs previous 13F +10,395 shares

    0.13% of the 13F portfolio, value $6,961,926.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 ended2024-12-31
    13F 46,684 shares
    Change vs previous 13F +11,200 shares

    0.12% of the 13F portfolio, value $5,029,734.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 ended2024-09-30
    13F 35,484 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,091,305.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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