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Disclosery

NovaPoint Capital, LLC: DUK position timeline

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

NovaPoint Capital, LLC held 12,467 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,467 shares
    Change vs previous 13F +733 shares

    0.33% of the 13F portfolio, value $1,578,024.

    13F-HR 0001815025-26-000003 filed by NovaPoint Capital, 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 11,734 shares
    Change vs previous 13F +885 shares

    0.39% of the 13F portfolio, value $1,536,400.

    13F-HR 0001815025-26-000002 filed by NovaPoint Capital, 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 10,849 shares
    Change vs previous 13F +740 shares

    0.33% of the 13F portfolio, value $1,271,566.

    13F-HR 0001815025-26-000001 filed by NovaPoint Capital, 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 10,109 shares
    Change vs previous 13F +10,109 shares

    0.31% of the 13F portfolio, value $1,250,941.

    13F-HR 0001815025-25-000006 filed by NovaPoint Capital, 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 0 shares
    Change vs previous 13F -8,778 shares

    13F-HR 0001815025-25-000004 filed by NovaPoint Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 8,778 shares
    Change vs previous 13F -15 shares

    0.33% of the 13F portfolio, value $1,070,606.

    13F-HR 0001815025-25-000003 filed by NovaPoint Capital, 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 8,793 shares
    Change vs previous 13F +252 shares

    0.29% of the 13F portfolio, value $947,338.

    13F-HR 0001815025-25-000001 filed by NovaPoint Capital, 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 8,541 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $984,788.

    13F-HR 0001815025-24-000005 filed by NovaPoint Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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