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Disclosery

Triangle Securities Wealth Management: DUK position timeline

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

Triangle Securities Wealth Management held 28,821 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,821 shares
    Change vs previous 13F -166 shares

    0.72% of the 13F portfolio, value $3,648,206.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 28,987 shares
    Change vs previous 13F -144 shares

    0.86% of the 13F portfolio, value $3,795,512.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 29,131 shares
    Change vs previous 13F -845 shares

    0.72% of the 13F portfolio, value $3,414,502.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 29,976 shares
    Change vs previous 13F +1,033 shares

    0.84% of the 13F portfolio, value $3,709,535.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 28,943 shares
    Change vs previous 13F -1,881 shares

    0.84% of the 13F portfolio, value $3,415,291.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 30,824 shares
    Change vs previous 13F +235 shares

    0.97% of the 13F portfolio, value $3,759,573.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 30,589 shares
    Change vs previous 13F +1,020 shares

    0.85% of the 13F portfolio, value $3,295,610.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 29,569 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,409,310.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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