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SHEETS SMITH WEALTH MANAGEMENT: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on DUK, newest first. How the timeline and the estimate are built.

SHEETS SMITH WEALTH MANAGEMENT held 27,917 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,917 shares
    Change vs previous 13F -124 shares

    0.35% of the 13F portfolio, value $3,533,703.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 28,041 shares
    Change vs previous 13F +42 shares

    0.41% of the 13F portfolio, value $3,671,661.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 27,999 shares
    Change vs previous 13F +365 shares

    0.36% of the 13F portfolio, value $3,281,705.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 27,634 shares
    Change vs previous 13F +56 shares

    0.39% of the 13F portfolio, value $3,419,747.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 27,578 shares
    Change vs previous 13F +61 shares

    0.38% of the 13F portfolio, value $3,254,246.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 27,517 shares
    Change vs previous 13F +85 shares

    0.42% of the 13F portfolio, value $3,356,260.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 27,432 shares
    Change vs previous 13F -53 shares

    0.36% of the 13F portfolio, value $2,955,547.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 27,485 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,169,065.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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