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Disclosery

FIRST TRUST ADVISORS LP: DUK position timeline

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

FIRST TRUST ADVISORS LP held 1,982,053 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 1,982,053 shares
    Change vs previous 13F +1,213,376 shares

    0.15% of the 13F portfolio, value $250,888,218.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS 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 768,677 shares
    Change vs previous 13F -283,264 shares

    0.07% of the 13F portfolio, value $100,650,502.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS 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 1,051,941 shares
    Change vs previous 13F +60,077 shares

    0.09% of the 13F portfolio, value $123,297,977.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS 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 991,864 shares
    Change vs previous 13F +118,419 shares

    0.09% of the 13F portfolio, value $122,743,222.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS 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 873,445 shares
    Change vs previous 13F -1,186,502 shares

    0.08% of the 13F portfolio, value $103,066,555.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS 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 2,059,947 shares
    Change vs previous 13F +393,055 shares

    0.22% of the 13F portfolio, value $251,251,773.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS 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 1,666,892 shares
    Change vs previous 13F +173,681 shares

    0.16% of the 13F portfolio, value $179,590,955.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS 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 1,493,211 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $172,167,227.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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