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Disclosery

Souders Financial Advisors: DUK position timeline

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

Souders Financial Advisors held 12,253 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,253 shares
    Change vs previous 13F -226 shares

    0.16% of the 13F portfolio, value $1,551,019.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 12,479 shares
    Change vs previous 13F +222 shares

    0.19% of the 13F portfolio, value $1,634,063.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 12,257 shares
    Change vs previous 13F +38 shares

    0.16% of the 13F portfolio, value $1,436,696.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 12,219 shares
    Change vs previous 13F +52 shares

    0.18% of the 13F portfolio, value $1,512,082.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 12,167 shares
    Change vs previous 13F -276 shares

    0.18% of the 13F portfolio, value $1,435,669.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 12,443 shares
    Change vs previous 13F +86 shares

    0.21% of the 13F portfolio, value $1,517,626.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 12,357 shares
    Change vs previous 13F +2,005 shares

    0.19% of the 13F portfolio, value $1,331,306.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 10,352 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,193,630.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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