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Pegasus Asset Management, Inc.: DUK position timeline

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

Pegasus Asset Management, Inc. held 40,601 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 40,601 shares
    Change vs previous 13F +908 shares

    1.46% of the 13F portfolio, value $5,139,275.

    13F-HR 0001729049-26-000006 filed by Pegasus Asset Management, Inc.
    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 39,693 shares
    Change vs previous 13F +858 shares

    1.66% of the 13F portfolio, value $5,197,402.

    13F-HR/A 0001729049-26-000005 filed by Pegasus Asset Management, Inc.
    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/A 38,835 shares
    Change vs previous 13F +1,619 shares

    1.4% of the 13F portfolio, value $4,551,851.

    13F-HR/A 0001729049-26-000004 filed by Pegasus Asset Management, Inc.
    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/A 37,216 shares
    Change vs previous 13F +549 shares

    1.48% of the 13F portfolio, value $4,605,480.

    13F-HR/A 0001729049-26-000003 filed by Pegasus Asset Management, Inc.
    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 36,667 shares
    Change vs previous 13F +751 shares

    1.48% of the 13F portfolio, value $4,326,706.

    13F-HR 0001729049-25-000006 filed by Pegasus Asset Management, Inc.
    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 35,916 shares
    Change vs previous 13F +1,357 shares

    1.75% of the 13F portfolio, value $4,380,675.

    13F-HR 0001729049-25-000005 filed by Pegasus Asset Management, Inc.
    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 34,559 shares
    Change vs previous 13F +178 shares

    1.4% of the 13F portfolio, value $3,723,387.

    13F-HR 0001729049-25-000001 filed by Pegasus Asset Management, Inc.
    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 34,381 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,964,130.

    13F-HR 0001729049-24-000006 filed by Pegasus Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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