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Disclosery

Rice Partnership, LLC: DUK position timeline

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

Rice Partnership, LLC held 48,171 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 48,171 shares
    Change vs previous 13F +2,785 shares

    0.74% of the 13F portfolio, value $6,097,541.

    13F-HR 0001398344-26-013053 filed by Rice Partnership, 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 45,386 shares
    Change vs previous 13F +3,913 shares

    0.81% of the 13F portfolio, value $5,942,889.

    13F-HR 0001398344-26-008699 filed by Rice Partnership, 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 41,473 shares
    Change vs previous 13F +10,830 shares

    0.66% of the 13F portfolio, value $4,861,082.

    13F-HR 0001398344-26-002649 filed by Rice Partnership, 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 30,643 shares
    Change vs previous 13F +1,074 shares

    0.54% of the 13F portfolio, value $3,792,093.

    13F-HR 0001398344-25-020660 filed by Rice Partnership, 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 29,569 shares
    Change vs previous 13F +8,393 shares

    0.61% of the 13F portfolio, value $3,489,153.

    13F-HR 0001398344-25-013670 filed by Rice Partnership, 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 21,176 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,582,837.

    13F-HR 0001398344-25-008043 filed by Rice Partnership, LLC
    Filed (acceptance time not in the bulk data set), ingested

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