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CARY STREET PARTNERS ASSET MANAGEMENT LLC: DUK position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 50,010 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,010 shares
    Change vs previous 13F +6,249 shares

    0.12% of the 13F portfolio, value $6,330,271.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 46,487 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,523 shares

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

  2. period ended2026-03-31
    13F 43,761 shares
    Change vs previous 13F +3,383 shares

    0.13% of the 13F portfolio, value $5,730,079.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 40,452 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,309 shares

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

  3. period ended2025-12-31
    13F 40,378 shares
    Change vs previous 13F +4,248 shares

    0.11% of the 13F portfolio, value $4,732,745.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 38,115 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,263 shares

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

  4. period ended2025-09-30
    13F 36,130 shares
    Change vs previous 13F -27,795 shares

    0.11% of the 13F portfolio, value $4,471,112.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 33,681 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,449 shares

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

  5. period ended2025-06-30
    13F 63,925 shares
    Change vs previous 13F +2,999 shares

    0.2% of the 13F portfolio, value $7,543,173.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 62,054 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,871 shares

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

  6. period ended2025-03-31
    13F 60,926 shares
    Change vs previous 13F +28,828 shares

    0.22% of the 13F portfolio, value $7,431,191.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 59,120 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,806 shares

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

  7. period ended2024-12-31
    13F 32,098 shares
    Change vs previous 13F +1,486 shares

    0.11% of the 13F portfolio, value $3,458,241.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 30,484 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,614 shares

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

  8. period ended2024-09-30
    13F 30,612 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,529,561.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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