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Disclosery

Ascent Group, LLC: DUK position timeline

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

Ascent Group, LLC held 14,118 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 14,118 shares
    Change vs previous 13F -13,328 shares

    0.05% of the 13F portfolio, value $1,787,091.

    13F-HR 0001913231-26-000003 filed by Ascent Group, LLC
    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 27,446 shares
    Change vs previous 13F -29 shares

    0.12% of the 13F portfolio, value $3,593,842.

    13F-HR 0001913231-26-000002 filed by Ascent Group, LLC
    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 27,475 shares
    Change vs previous 13F -1,335 shares

    0.11% of the 13F portfolio, value $3,220,315.

    13F-HR 0001913231-26-000001 filed by Ascent Group, LLC
    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 28,810 shares
    Change vs previous 13F +345 shares

    0.13% of the 13F portfolio, value $3,565,299.

    13F-HR 0001913231-25-000006 filed by Ascent Group, LLC
    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 28,465 shares
    Change vs previous 13F +387 shares

    0.13% of the 13F portfolio, value $3,358,912.

    13F-HR 0001913231-25-000003 filed by Ascent Group, LLC
    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 28,078 shares
    Change vs previous 13F +4,146 shares

    0.15% of the 13F portfolio, value $3,424,726.

    13F-HR 0001913231-25-000002 filed by Ascent Group, LLC
    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 23,932 shares
    Change vs previous 13F -1,020 shares

    0.19% of the 13F portfolio, value $2,578,433.

    13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
    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 24,952 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,876,966.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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