Skip to content
Disclosery

NewEdge Advisors, LLC: DUK position timeline

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

NewEdge Advisors, LLC held 230,694 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,694 shares
    Change vs previous 13F +7,375 shares

    0.09% of the 13F portfolio, value $29,201,158.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 223,319 shares
    Change vs previous 13F +168 shares

    0.11% of the 13F portfolio, value $29,241,464.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 223,151 shares
    Change vs previous 13F +30,484 shares

    0.09% of the 13F portfolio, value $26,155,553.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 192,667 shares
    Change vs previous 13F +29,069 shares

    0.11% of the 13F portfolio, value $23,842,737.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 163,598 shares
    Change vs previous 13F +3,247 shares

    0.1% of the 13F portfolio, value $19,304,545.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 160,351 shares
    Change vs previous 13F +8,711 shares

    0.12% of the 13F portfolio, value $19,557,977.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 151,640 shares
    Change vs previous 13F +13,228 shares

    0.1% of the 13F portfolio, value $16,337,650.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 138,412 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,958,903.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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