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Disclosery

Cerity Partners LLC: DUK position timeline

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

Cerity Partners LLC held 433,711 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 433,711 shares
    Change vs previous 13F -6,615 shares

    0.07% of the 13F portfolio, value $54,899,330.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 440,326 shares
    Change vs previous 13F +78,352 shares

    0.08% of the 13F portfolio, value $57,655,775.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 361,974 shares
    Change vs previous 13F +6,103 shares

    0.06% of the 13F portfolio, value $42,429,722.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 355,871 shares
    Change vs previous 13F +15,457 shares

    0.07% of the 13F portfolio, value $44,044,028.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 340,414 shares
    Change vs previous 13F +10,821 shares

    0.07% of the 13F portfolio, value $40,170,784.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 329,593 shares
    Change vs previous 13F +30,023 shares

    0.08% of the 13F portfolio, value $40,200,377.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 299,570 shares
    Change vs previous 13F +21,549 shares

    0.07% of the 13F portfolio, value $32,532,223.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 278,021 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $32,055,866.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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