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Trust Investment Advisors: DUK position timeline

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

Trust Investment Advisors held 11,349 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,349 shares
    Change vs previous 13F +4 shares

    0.69% of the 13F portfolio, value $1,436,558.

    13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
    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 11,345 shares
    Change vs previous 13F -2,139 shares

    0.87% of the 13F portfolio, value $1,485,492.

    13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
    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 13,484 shares
    Change vs previous 13F +82 shares

    0.84% of the 13F portfolio, value $1,580,502.

    13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
    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 13,402 shares
    Change vs previous 13F +284 shares

    0.93% of the 13F portfolio, value $1,658,443.

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    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 13,118 shares
    Change vs previous 13F -2,470 shares

    0.94% of the 13F portfolio, value $1,547,970.

    13F-HR 0001085146-25-004435 filed by Trust Investment Advisors
    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 15,588 shares
    Change vs previous 13F +1,951 shares

    1.22% of the 13F portfolio, value $1,901,279.

    13F-HR 0001085146-25-002550 filed by Trust Investment Advisors
    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 13,637 shares
    Change vs previous 13F +1,563 shares

    0.94% of the 13F portfolio, value $1,469,254.

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    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 12,074 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,392,153.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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