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Stamos Capital Partners, L.P.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on DUK, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 17,644 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,644 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,233,378.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 17,644 shares
    Change vs previous 13F -2,320 shares

    0.36% of the 13F portfolio, value $2,310,305.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 19,964 shares
    Change vs previous 13F +6,594 shares

    0.38% of the 13F portfolio, value $2,339,980.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 13,370 shares
    Change vs previous 13F -6,055 shares

    0.31% of the 13F portfolio, value $1,654,538.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 19,425 shares
    Change vs previous 13F +3,305 shares

    0.41% of the 13F portfolio, value $2,292,150.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 16,120 shares
    Change vs previous 13F -4,790 shares

    0.51% of the 13F portfolio, value $1,966,156.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 20,910 shares
    Change vs previous 13F -7,690 shares

    0.53% of the 13F portfolio, value $2,252,843.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 28,600 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,297,580.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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