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Disclosery

Pullen Investment Management, LLC: DUK position timeline

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

Pullen Investment Management, LLC held 12,307 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,307 shares
    Change vs previous 13F +176 shares

    0.72% of the 13F portfolio, value $1,557,820.

    13F-HR 0002011668-26-000003 filed by Pullen Investment Management, 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 12,131 shares
    Change vs previous 13F -152 shares

    0.8% of the 13F portfolio, value $1,588,433.

    13F-HR 0002011668-26-000002 filed by Pullen Investment Management, 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 12,283 shares
    Change vs previous 13F -87 shares

    0.76% of the 13F portfolio, value $1,439,690.

    13F-HR 0002011668-26-000001 filed by Pullen Investment Management, 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 12,370 shares
    Change vs previous 13F +72 shares

    0.83% of the 13F portfolio, value $1,530,788.

    13F-HR 0002011668-25-000005 filed by Pullen Investment Management, 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 12,298 shares
    Change vs previous 13F -72 shares

    0.87% of the 13F portfolio, value $1,451,164.

    13F-HR 0002011668-25-000003 filed by Pullen Investment Management, 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 12,370 shares
    Change vs previous 13F -477 shares

    0.95% of the 13F portfolio, value $1,508,769.

    13F-HR 0002011668-25-000002 filed by Pullen Investment Management, 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 12,847 shares
    Change vs previous 13F -596 shares

    0.9% of the 13F portfolio, value $1,384,136.

    13F-HR 0002011668-25-000001 filed by Pullen Investment Management, 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 13,443 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,549,978.

    13F-HR 0002011668-24-000004 filed by Pullen Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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