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Disclosery

Chevy Chase Trust Holdings, LLC: DUK position timeline

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

Chevy Chase Trust Holdings, LLC held 380,561 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 380,561 shares
    Change vs previous 13F -6,255 shares

    0.12% of the 13F portfolio, value $48,171,411.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 386,816 shares
    Change vs previous 13F -11,267 shares

    0.15% of the 13F portfolio, value $50,649,688.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 398,083 shares
    Change vs previous 13F -2,542 shares

    0.13% of the 13F portfolio, value $46,659,310.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 400,625 shares
    Change vs previous 13F -12,829 shares

    0.14% of the 13F portfolio, value $49,577,344.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 413,454 shares
    Change vs previous 13F +4,766 shares

    0.14% of the 13F portfolio, value $48,787,572.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 408,688 shares
    Change vs previous 13F +1,442 shares

    0.16% of the 13F portfolio, value $49,847,675.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 407,246 shares
    Change vs previous 13F -8,822 shares

    0.13% of the 13F portfolio, value $43,876,685.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 416,068 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $47,972,641.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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