Skip to content
Disclosery

RITHOLTZ WEALTH MANAGEMENT: DUK position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 17,476 DUK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 17,476 shares
    Change vs previous 13F +778 shares

    0.03% of the 13F portfolio, value $2,212,100.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 16,698 shares
    Change vs previous 13F +1,119 shares

    0.04% of the 13F portfolio, value $2,186,405.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 15,579 shares
    Change vs previous 13F +440 shares

    0.03% of the 13F portfolio, value $1,826,002.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 15,139 shares
    Change vs previous 13F +2,736 shares

    0.04% of the 13F portfolio, value $1,873,455.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 12,403 shares
    Change vs previous 13F +1,915 shares

    0.03% of the 13F portfolio, value $1,463,598.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 10,488 shares
    Change vs previous 13F +3,280 shares

    0.04% of the 13F portfolio, value $1,279,265.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 7,208 shares
    Change vs previous 13F +174 shares

    0.02% of the 13F portfolio, value $776,540.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 7,034 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $810,974.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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