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Colonial Trust Advisors: DUK position timeline

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

Colonial Trust Advisors held 193,384 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,384 shares
    Change vs previous 13F +130 shares

    1.1% of the 13F portfolio, value $24,478,526.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 135,471 shares
    • Colonial Trust Co / SC: 57,913 shares

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

  2. period ended2026-03-31
    13F 193,254 shares
    Change vs previous 13F -1,117 shares

    1.25% of the 13F portfolio, value $25,304,575.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 135,013 shares
    • Colonial Trust Co / SC: 58,241 shares

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

  3. period ended2025-12-31
    13F 194,371 shares
    Change vs previous 13F +72 shares

    1.1% of the 13F portfolio, value $22,782,222.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 137,069 shares
    • Colonial Trust Co / SC: 57,302 shares

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

  4. period ended2025-09-30
    13F 194,299 shares
    Change vs previous 13F +959 shares

    1.18% of the 13F portfolio, value $24,044,605.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 136,240 shares
    • Colonial Trust Co / SC: 58,059 shares

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

  5. period ended2025-06-30
    13F 193,340 shares
    Change vs previous 13F +2,070 shares

    1.2% of the 13F portfolio, value $22,814,063.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 135,977 shares
    • Colonial Trust Co / SC: 57,363 shares

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

  6. period ended2025-03-31
    13F 191,270 shares
    Change vs previous 13F +8,705 shares

    1.32% of the 13F portfolio, value $23,329,182.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 133,189 shares
    • Colonial Trust Co / SC: 58,081 shares

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

  7. period ended2024-12-31
    13F 182,565 shares
    Change vs previous 13F -3,834 shares

    1.09% of the 13F portfolio, value $19,669,516.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 125,611 shares
    • Colonial Trust Co / SC: 56,954 shares

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

  8. period ended2024-09-30
    13F 186,399 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $21,491,815.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 129,363 shares
    • Colonial Trust Co / SC: 57,036 shares

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