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Disclosery

STEPH & CO: DUK position timeline

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

STEPH & CO held 6,869 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,869 shares
    Change vs previous 13F +123 shares

    0.2% of the 13F portfolio, value $783,135.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,746 shares
    Change vs previous 13F +842 shares

    0.22% of the 13F portfolio, value $853,909.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,904 shares
    Change vs previous 13F -46 shares

    0.22% of the 13F portfolio, value $773,070.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,950 shares
    Change vs previous 13F -805 shares

    0.2% of the 13F portfolio, value $697,400.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,755 shares
    Change vs previous 13F -1,258 shares

    0.26% of the 13F portfolio, value $835,931.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,013 shares
    Change vs previous 13F -82 shares

    0.31% of the 13F portfolio, value $945,534.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,095 shares
    Change vs previous 13F -695 shares

    0.35% of the 13F portfolio, value $987,347.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,790 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $947,035.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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