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Disclosery

Gradient Investments LLC: DUK position timeline

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

Gradient Investments LLC held 7,003 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,003 shares
    Change vs previous 13F -501 shares

    0.01% of the 13F portfolio, value $798,364.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,504 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $949,876.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,267 shares
    Change vs previous 13F +157 shares

    0.01% of the 13F portfolio, value $951,590.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,110 shares
    Change vs previous 13F -345 shares

    0.01% of the 13F portfolio, value $833,403.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,455 shares
    Change vs previous 13F +2,744 shares

    0.02% of the 13F portfolio, value $922,508.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,711 shares
    Change vs previous 13F +1,257 shares

    0.01% of the 13F portfolio, value $555,905.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,454 shares
    Change vs previous 13F +1,003 shares

    0.01% of the 13F portfolio, value $421,234.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,451 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $264,058.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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