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Disclosery

CWM, LLC: DUK position timeline

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

CWM, LLC held 209,645 DUK shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 209,645 shares
    Change vs previous 13F -4,853 shares

    0.07% of the 13F portfolio, value $27,450,931.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 214,498 shares
    Change vs previous 13F +4,804 shares

    0.07% of the 13F portfolio, value $25,141,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 209,694 shares
    Change vs previous 13F +23,784 shares

    0.08% of the 13F portfolio, value $25,950,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 185,910 shares
    Change vs previous 13F +145,289 shares

    0.08% of the 13F portfolio, value $21,937,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 40,621 shares
    Change vs previous 13F -1,377 shares

    0.02% of the 13F portfolio, value $4,955,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 41,998 shares
    Change vs previous 13F -1,596 shares

    0.02% of the 13F portfolio, value $4,525,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 43,594 shares
    Change vs previous 13F +1,342 shares

    0.02% of the 13F portfolio, value $5,026,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 42,252 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,235,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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