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Sculati Wealth Management, LLC: DUK position timeline

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

Sculati Wealth Management, LLC held 9,508 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,508 shares
    Change vs previous 13F +7 shares

    0.4% of the 13F portfolio, value $1,188,595.

    13F-HR 0001803397-26-000008 filed by Sculati Wealth 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 9,501 shares
    Change vs previous 13F +406 shares

    0.46% of the 13F portfolio, value $1,244,061.

    13F-HR 0001803397-26-000004 filed by Sculati Wealth 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 9,095 shares
    Change vs previous 13F -335 shares

    0.38% of the 13F portfolio, value $1,066,025.

    13F-HR 0001803397-26-000002 filed by Sculati Wealth 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 9,430 shares
    Change vs previous 13F +709 shares

    0.41% of the 13F portfolio, value $1,166,963.

    13F-HR 0001803397-25-000008 filed by Sculati Wealth 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 8,721 shares
    Change vs previous 13F +1,156 shares

    0.39% of the 13F portfolio, value $1,029,078.

    13F-HR 0001803397-25-000005 filed by Sculati Wealth 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 7,565 shares
    Change vs previous 13F +2,990 shares

    0.37% of the 13F portfolio, value $922,703.

    13F-HR 0001803397-25-000004 filed by Sculati Wealth 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/A 4,575 shares
    Change vs previous 13F +1,095 shares

    0.19% of the 13F portfolio, value $492,911.

    13F-HR/A 0001803397-25-000002 filed by Sculati Wealth 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/A 3,480 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $401,244.

    13F-HR/A 0001803397-25-000003 filed by Sculati Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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