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Essex Financial Services, Inc.: DUK position timeline

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

Essex Financial Services, Inc. held 22,093 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,093 shares
    Change vs previous 13F -1,803 shares

    0.11% of the 13F portfolio, value $2,796,478.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 15,657 shares
    • Essex Bank: 6,436 shares

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

  2. period ended2026-03-31
    13F 23,896 shares
    Change vs previous 13F -373 shares

    0.14% of the 13F portfolio, value $3,128,875.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 16,081 shares
    • Essex Bank: 7,815 shares

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

  3. period ended2025-12-31
    13F 24,269 shares
    Change vs previous 13F +423 shares

    0.13% of the 13F portfolio, value $2,844,559.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 16,387 shares
    • Essex Bank: 7,882 shares

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

  4. period ended2025-09-30
    13F 23,846 shares
    Change vs previous 13F -507 shares

    0.14% of the 13F portfolio, value $2,950,884.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 16,232 shares
    • Essex Bank: 7,614 shares

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

  5. period ended2025-06-30
    13F 24,353 shares
    Change vs previous 13F +686 shares

    0.15% of the 13F portfolio, value $2,873,665.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 16,730 shares
    • Essex Bank: 7,623 shares

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

  6. period ended2025-03-31
    13F 23,667 shares
    Change vs previous 13F +793 shares

    0.16% of the 13F portfolio, value $2,886,652.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 16,044 shares
    • Essex Bank: 7,623 shares

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

  7. period ended2024-12-31
    13F 22,874 shares
    Change vs previous 13F -511 shares

    0.14% of the 13F portfolio, value $2,464,483.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 15,092 shares
    • Essex Bank: 7,782 shares

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

  8. period ended2024-09-30
    13F 23,385 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,769,740.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 16,041 shares
    • Essex Bank: 7,344 shares

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