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SHELTON CAPITAL MANAGEMENT: DUK position timeline

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

SHELTON CAPITAL MANAGEMENT held 159,685 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,685 shares
    Change vs previous 13F +71,855 shares

    0.37% of the 13F portfolio, value $20,212,927.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL 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 87,830 shares
    Change vs previous 13F +53,058 shares

    0.25% of the 13F portfolio, value $11,500,460.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL 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 34,772 shares
    Change vs previous 13F -900 shares

    0.08% of the 13F portfolio, value $4,075,626.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL 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 35,672 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $4,414,410.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL 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 35,672 shares
    Change vs previous 13F -181 shares

    0.1% of the 13F portfolio, value $4,209,296.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL 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 35,853 shares
    Change vs previous 13F -700 shares

    0.1% of the 13F portfolio, value $4,372,990.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL 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 36,553 shares
    Change vs previous 13F -1,100 shares

    0.1% of the 13F portfolio, value $3,938,220.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL 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 37,653 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,341,391.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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