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Disclosery

Willis Investment Counsel: DUK position timeline

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

Willis Investment Counsel held 160,137 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 160,137 shares
    Change vs previous 13F -145 shares

    0.97% of the 13F portfolio, value $20,270,141.

    13F-HR 0001310929-26-000004 filed by Willis Investment Counsel
    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 160,282 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $20,987,325.

    13F-HR 0001310929-26-000003 filed by Willis Investment Counsel
    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 160,282 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $18,786,653.

    13F-HR 0001310929-26-000001 filed by Willis Investment Counsel
    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 160,282 shares
    Change vs previous 13F +10,300 shares

    1.08% of the 13F portfolio, value $19,834,898.

    13F-HR 0001310929-25-000006 filed by Willis Investment Counsel
    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 149,982 shares
    Change vs previous 13F +17,750 shares

    1.04% of the 13F portfolio, value $17,697,876.

    13F-HR 0001310929-25-000004 filed by Willis Investment Counsel
    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 132,232 shares
    Change vs previous 13F +20,802 shares

    1.08% of the 13F portfolio, value $16,128,337.

    13F-HR 0001310929-25-000003 filed by Willis Investment Counsel
    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 111,430 shares
    Change vs previous 13F +23 shares

    0.79% of the 13F portfolio, value $12,005,468.

    13F-HR 0001310929-25-000001 filed by Willis Investment Counsel
    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 111,407 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $12,845,227.

    13F-HR 0001310929-24-000009 filed by Willis Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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