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Disclosery

ProVise Management Group, LLC: DUK position timeline

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

ProVise Management Group, LLC held 53,181 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,181 shares
    Change vs previous 13F +441 shares

    0.45% of the 13F portfolio, value $6,731,659.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 52,740 shares
    Change vs previous 13F +74 shares

    0.5% of the 13F portfolio, value $6,905,776.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 52,666 shares
    Change vs previous 13F -135 shares

    0.44% of the 13F portfolio, value $6,172,982.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 52,801 shares
    Change vs previous 13F +1,387 shares

    0.48% of the 13F portfolio, value $6,534,124.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 51,414 shares
    Change vs previous 13F -1,123 shares

    0.48% of the 13F portfolio, value $6,066,852.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 52,537 shares
    Change vs previous 13F -399 shares

    0.54% of the 13F portfolio, value $6,407,968.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 52,936 shares
    Change vs previous 13F -3,517 shares

    0.49% of the 13F portfolio, value $5,703,352.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 56,453 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,509,060.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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