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Disclosery

Stack Financial Management, Inc: DUK position timeline

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

Stack Financial Management, Inc held 192,456 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,456 shares
    Change vs previous 13F +2,302 shares

    1.9% of the 13F portfolio, value $24,361,065.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 190,154 shares
    Change vs previous 13F +1,842 shares

    1.83% of the 13F portfolio, value $24,898,748.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 188,312 shares
    Change vs previous 13F -3,927 shares

    1.68% of the 13F portfolio, value $22,072,050.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 192,239 shares
    Change vs previous 13F -115 shares

    1.97% of the 13F portfolio, value $23,789,577.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 192,354 shares
    Change vs previous 13F -2,513 shares

    2.01% of the 13F portfolio, value $22,697,772.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 194,867 shares
    Change vs previous 13F -3,533 shares

    1.98% of the 13F portfolio, value $23,767,928.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 198,400 shares
    Change vs previous 13F -1,598 shares

    1.95% of the 13F portfolio, value $21,375,616.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 199,998 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $23,059,770.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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