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Disclosery

SWS Partners: DUK position timeline

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

SWS Partners held 24,127 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 24,127 shares
    Change vs previous 13F +6,109 shares

    0.66% of the 13F portfolio, value $3,054,046.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 18,018 shares
    Change vs previous 13F +708 shares

    0.58% of the 13F portfolio, value $2,359,245.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 17,310 shares
    Change vs previous 13F +550 shares

    0.49% of the 13F portfolio, value $2,028,898.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 16,760 shares
    Change vs previous 13F +684 shares

    0.51% of the 13F portfolio, value $2,074,037.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 16,076 shares
    Change vs previous 13F -686 shares

    0.51% of the 13F portfolio, value $1,897,015.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 16,762 shares
    Change vs previous 13F -609 shares

    0.67% of the 13F portfolio, value $2,044,556.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 17,371 shares
    Change vs previous 13F +744 shares

    0.57% of the 13F portfolio, value $1,871,599.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 16,627 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,917,036.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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