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Disclosery

Johnson Financial Group, Inc.: DUK position timeline

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

Johnson Financial Group, Inc. held 4,328 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 4,328 shares
    Change vs previous 13F +2,652 shares

    0.02% of the 13F portfolio, value $547,839.

    13F-HR 0000892712-26-000334 filed by Johnson Financial Group, Inc.
    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 1,676 shares
    Change vs previous 13F -92 shares

    0.01% of the 13F portfolio, value $219,456.

    13F-HR 0000892712-26-000234 filed by Johnson Financial Group, Inc.
    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 1,768 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $207,228.

    13F-HR 0000892712-26-000082 filed by Johnson Financial Group, Inc.
    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 1,845 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $228,320.

    13F-HR 0000892712-25-000153 filed by Johnson Financial Group, Inc.
    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 2,009 shares
    Change vs previous 13F -6,178 shares

    0.01% of the 13F portfolio, value $237,062.

    13F-HR 0000892712-25-000092 filed by Johnson Financial Group, Inc.
    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 8,187 shares
    Change vs previous 13F +662 shares

    0.05% of the 13F portfolio, value $998,569.

    13F-HR 0000892712-25-000067 filed by Johnson Financial Group, Inc.
    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 7,525 shares
    Change vs previous 13F -1,343 shares

    0.04% of the 13F portfolio, value $842,726.

    13F-HR 0000892712-25-000037 filed by Johnson Financial Group, Inc.
    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 8,868 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,022,481.

    13F-HR 0000892712-24-000132 filed by Johnson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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