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PFG Advisors: DUK position timeline

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

PFG Advisors held 4,135 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,135 shares
    Change vs previous 13F -362 shares

    0.03% of the 13F portfolio, value $523,423.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 4,497 shares
    Change vs previous 13F +1,244 shares

    0.03% of the 13F portfolio, value $588,821.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 3,253 shares
    Change vs previous 13F -1,303 shares

    0.02% of the 13F portfolio, value $381,305.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 4,556 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $563,862.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 4,540 shares
    Change vs previous 13F +437 shares

    0.02% of the 13F portfolio, value $535,773.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 4,103 shares
    Change vs previous 13F +211 shares

    0.03% of the 13F portfolio, value $500,428.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 3,892 shares
    Change vs previous 13F +57 shares

    0.03% of the 13F portfolio, value $419,304.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 3,835 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $442,208.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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