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Disclosery

ROTHSCHILD & CO ASSET MANAGEMENT US INC.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROTHSCHILD & CO ASSET MANAGEMENT US INC. on DUK, newest first. How the timeline and the estimate are built.

ROTHSCHILD & CO ASSET MANAGEMENT US INC. held 1,038,955 DUK shares at 2022-12-31 per its 13F-HR filed 2023-02-14.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 1,038,955 shares
    Change vs previous 13F +78,135 shares

    1.63% of the 13F portfolio, value $107,002,000.

    13F-HR 0001172661-23-000973 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 960,820 shares
    Change vs previous 13F -78,468 shares

    1.53% of the 13F portfolio, value $89,376,000.

    13F-HR 0001172661-22-002306 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 1,039,288 shares
    Change vs previous 13F -25,659 shares

    1.71% of the 13F portfolio, value $111,422,000.

    13F-HR 0001172661-22-001753 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 1,064,947 shares
    Change vs previous 13F +26,655 shares

    1.52% of the 13F portfolio, value $118,912,000.

    13F-HR 0001172661-22-001272 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 1,038,292 shares
    Change vs previous 13F +110,826 shares

    1.28% of the 13F portfolio, value $108,917,000.

    13F-HR 0001172661-22-000354 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 927,466 shares
    Change vs previous 13F +64,219 shares

    1.12% of the 13F portfolio, value $90,511,000.

    13F-HR 0001172661-21-002131 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 863,247 shares
    Change vs previous 13F +24,420 shares

    1.01% of the 13F portfolio, value $85,219,000.

    13F-HR 0001172661-21-001700 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 838,827 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $80,972,000.

    13F-HR 0001172661-21-001117 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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