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Disclosery

Corient Private Wealth LP: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on DUK, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 303,446 DUK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 303,446 shares
    Change vs previous 13F +6,893 shares

    0.05% of the 13F portfolio, value $38,410,463.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 296,553 shares
    Change vs previous 13F -39,362 shares

    0.06% of the 13F portfolio, value $38,685,246.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 335,915 shares
    Change vs previous 13F -5,193 shares

    0.05% of the 13F portfolio, value $39,389,564.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 341,108 shares
    Change vs previous 13F +17,239 shares

    0.06% of the 13F portfolio, value $41,061,736.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 323,869 shares
    Change vs previous 13F +3,451 shares

    0.05% of the 13F portfolio, value $38,216,526.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 320,418 shares
    Change vs previous 13F +685 shares

    0.06% of the 13F portfolio, value $39,081,722.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 319,733 shares
    Change vs previous 13F -498 shares

    0.06% of the 13F portfolio, value $34,448,452.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 320,231 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $36,922,510.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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