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
- period ended2026-06-3013F 39,809 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,684 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,304 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,017 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,708 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,664 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,782 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,189 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).