WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: DUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC on DUK, newest first. How the timeline and the estimate are built.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 954,512 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 954,512 sharesChange vs previous 13F +288,764 shares
0.16% of the 13F portfolio, value $109,601,794.
13F-HR 0001214659-26-012804 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Accepted , ingested - period ended2026-06-3013F 665,748 sharesChange vs previous 13F +80,885 shares
0.12% of the 13F portfolio, value $71,219,510.
13F-HR 0001214659-26-008573 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 584,863 sharesChange vs previous 13F -150,217 shares
0.14% of the 13F portfolio, value $64,795,557.
13F-HR 0001214659-26-004436 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 735,080 sharesChange vs previous 13F +24,082 shares
0.12% of the 13F portfolio, value $86,706,419.
13F-HR 0001214659-26-000261 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 710,998 sharesChange vs previous 13F +31,401 shares
0.14% of the 13F portfolio, value $89,272,920.
13F-HR 0001214659-25-015495 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 679,597 sharesChange vs previous 13F +48,031 shares
0.13% of the 13F portfolio, value $79,723,612.
13F-HR 0001214659-25-010232 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 631,566 sharesChange vs previous 13F +57,690 shares
0.15% of the 13F portfolio, value $77,032,843.
13F-HR 0001214659-25-005972 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 573,876 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $61,829,351.
13F-HR/A 0001214659-25-004463 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).