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Disclosery

PFG Investments, LLC: DUK position timeline

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

PFG Investments, LLC held 31,072 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,072 shares
    Change vs previous 13F +213 shares

    0.15% of the 13F portfolio, value $3,933,058.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 30,859 shares
    Change vs previous 13F +538 shares

    0.19% of the 13F portfolio, value $4,040,703.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 30,321 shares
    Change vs previous 13F -772 shares

    0.17% of the 13F portfolio, value $3,553,866.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 31,093 shares
    Change vs previous 13F -638 shares

    0.2% of the 13F portfolio, value $3,847,763.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 31,731 shares
    Change vs previous 13F +322 shares

    0.22% of the 13F portfolio, value $3,744,288.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 31,409 shares
    Change vs previous 13F +155 shares

    0.25% of the 13F portfolio, value $3,831,006.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 31,254 shares
    Change vs previous 13F -337 shares

    0.21% of the 13F portfolio, value $3,367,330.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 31,591 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,642,428.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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