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Royal Fund Management, LLC: DUK position timeline

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

Royal Fund Management, LLC held 39,809 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,809 shares
    Change vs previous 13F +1,125 shares

    0.42% of the 13F portfolio, value $5,039,085.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 38,684 shares
    Change vs previous 13F +5,380 shares

    0.49% of the 13F portfolio, value $5,070,463.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 33,304 shares
    Change vs previous 13F +6,287 shares

    0.36% of the 13F portfolio, value $3,907,639.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 27,017 shares
    Change vs previous 13F -5,691 shares

    0.4% of the 13F portfolio, value $3,344,759.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 32,708 shares
    Change vs previous 13F +44 shares

    0.41% of the 13F portfolio, value $3,863,046.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 32,664 shares
    Change vs previous 13F -118 shares

    0.48% of the 13F portfolio, value $4,036,600.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 32,782 shares
    Change vs previous 13F +593 shares

    0.39% of the 13F portfolio, value $3,578,281.

    13F-HR 0001172661-25-000229 filed by Royal Fund 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 32,189 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,760,228.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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