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Disclosery

Sowell Financial Services LLC: DUK position timeline

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

Sowell Financial Services LLC held 30,590 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,590 shares
    Change vs previous 13F -2,009 shares

    0.13% of the 13F portfolio, value $3,872,081.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 32,599 shares
    Change vs previous 13F -955 shares

    0.16% of the 13F portfolio, value $4,268,527.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 33,554 shares
    Change vs previous 13F +987 shares

    0.14% of the 13F portfolio, value $3,932,844.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 32,567 shares
    Change vs previous 13F +215 shares

    0.15% of the 13F portfolio, value $4,030,199.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 32,352 shares
    Change vs previous 13F -244 shares

    0.16% of the 13F portfolio, value $3,817,566.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 32,596 shares
    Change vs previous 13F +445 shares

    0.18% of the 13F portfolio, value $3,975,773.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 32,151 shares
    Change vs previous 13F -1,114 shares

    0.18% of the 13F portfolio, value $3,463,935.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 33,265 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,835,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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