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Sargent Investment Group, LLC: DUK position timeline

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

Sargent Investment Group, LLC held 43,832 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,832 shares
    Change vs previous 13F +6,821 shares

    0.67% of the 13F portfolio, value $5,548,206.

    13F-HR 0001765380-26-000337 filed by Sargent Investment Group, 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 37,011 shares
    Change vs previous 13F +3,332 shares

    0.64% of the 13F portfolio, value $4,846,233.

    13F-HR 0001765380-26-000194 filed by Sargent Investment Group, 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 33,679 shares
    Change vs previous 13F +5,029 shares

    0.5% of the 13F portfolio, value $3,947,513.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, 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 28,650 shares
    Change vs previous 13F +6,722 shares

    0.51% of the 13F portfolio, value $3,545,390.

    13F-HR 0001766157-25-000005 filed by Sargent Investment Group, 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 21,928 shares
    Change vs previous 13F +13,074 shares

    0.37% of the 13F portfolio, value $2,745,656.

    13F-HR 0001765380-25-000374 filed by Sargent Investment Group, 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 8,854 shares
    Change vs previous 13F +1,888 shares

    0.17% of the 13F portfolio, value $1,079,949.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, 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 6,966 shares
    Change vs previous 13F +3,736 shares

    0.12% of the 13F portfolio, value $739,371.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, 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 3,230 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $372,419.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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