Skip to content
Disclosery

Focus Partners Wealth: DUK position timeline

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

Focus Partners Wealth held 1,167,088 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,167,088 shares
    Change vs previous 13F +11,050 shares

    0.14% of the 13F portfolio, value $147,731,067.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,154,784 shares
    • Focus Partners Advisor Solutions, LLC: 12,304 shares

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

  2. period ended2026-03-31
    13F 1,156,038 shares
    Change vs previous 13F +119,232 shares

    0.15% of the 13F portfolio, value $151,355,003.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,147,807 shares
    • Focus Partners Advisor Solutions, LLC: 8,231 shares

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

  3. period ended2025-12-31
    13F 1,036,806 shares
    Change vs previous 13F +47,665 shares

    0.13% of the 13F portfolio, value $122,612,239.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,021,996 shares
    • Focus Partners Advisor Solutions, LLC: 14,810 shares

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

  4. period ended2025-09-30
    13F 989,141 shares
    Change vs previous 13F +182,581 shares

    0.17% of the 13F portfolio, value $122,385,508.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 960,649 shares
    • Focus Partners Advisor Solutions, LLC: 28,492 shares

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

  5. period ended2025-06-30
    13F 806,560 shares
    Change vs previous 13F +39,991 shares

    0.18% of the 13F portfolio, value $95,173,678.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 780,714 shares
    • Focus Partners Advisor Solutions, LLC: 25,846 shares

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

  6. period ended2025-03-31
    13F/A 766,569 shares
    Change vs previous 13F +36,693 shares

    0.2% of the 13F portfolio, value $93,498,670.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 740,630 shares
    • Focus Partners Advisor Solutions, LLC: 25,939 shares

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

  7. period ended2024-12-31
    13F/A 729,876 shares
    Change vs previous 13F +71,716 shares

    0.18% of the 13F portfolio, value $78,637,150.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 706,196 shares
    • Focus Partners Advisor Solutions, LLC: 23,680 shares

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

  8. period ended2024-09-30
    13F 658,160 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $75,885,859.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 633,212 shares
    • Focus Partners Advisor Solutions, LLC: 24,948 shares

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