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WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV on DUK, newest first. How the timeline and the estimate are built.

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV held 36,961 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,961 shares
    Change vs previous 13F +3,201 shares

    0.67% of the 13F portfolio, value $4,678,570.

    13F-HR 0001398344-26-012960 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 33,760 shares
    Change vs previous 13F +325 shares

    0.71% of the 13F portfolio, value $4,420,509.

    13F-HR 0001398344-26-007408 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 33,435 shares
    Change vs previous 13F +3,723 shares

    0.62% of the 13F portfolio, value $3,918,921.

    13F-HR 0001398344-26-001830 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 29,712 shares
    Change vs previous 13F +5,799 shares

    0.6% of the 13F portfolio, value $3,676,886.

    13F-HR 0001398344-25-020028 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 23,913 shares
    Change vs previous 13F +1,119 shares

    0.52% of the 13F portfolio, value $2,821,734.

    13F-HR 0001398344-25-014034 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 22,794 shares
    Change vs previous 13F +1,600 shares

    0.58% of the 13F portfolio, value $2,780,184.

    13F-HR 0001398344-25-008878 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 21,194 shares
    Change vs previous 13F +189 shares

    0.49% of the 13F portfolio, value $2,283,442.

    13F-HR 0001398344-25-001515 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    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 21,005 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,421,840.

    13F-HR 0001398344-24-019203 filed by WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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