Skip to content
Disclosery

Stonegate Investment Group, LLC: DUK position timeline

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

Stonegate Investment Group, LLC held 26,172 DUK shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 26,172 shares
    Change vs previous 13F -70 shares

    0.08% of the 13F portfolio, value $3,238,765.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 26,242 shares
    Change vs previous 13F -68 shares

    0.08% of the 13F portfolio, value $3,096,611.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 26,310 shares
    Change vs previous 13F +1,984 shares

    0.09% of the 13F portfolio, value $3,209,014.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 24,326 shares
    Change vs previous 13F -2,251 shares

    0.07% of the 13F portfolio, value $2,620,913.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 26,577 shares
    Change vs previous 13F +284 shares

    0.08% of the 13F portfolio, value $3,064,287.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 26,293 shares
    Change vs previous 13F +538 shares

    0.08% of the 13F portfolio, value $2,635,353.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 25,755 shares
    Change vs previous 13F -1,397 shares

    0.08% of the 13F portfolio, value $2,490,805.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 27,152 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,634,801.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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