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Kestra Advisory Services, LLC: DUK position timeline

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

Kestra Advisory Services, LLC held 286,233 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 286,233 shares
    Change vs previous 13F +8,315 shares

    0.08% of the 13F portfolio, value $36,231,313.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 77,585 shares
    • Kestra Advisory Services, LLC: 206,360 shares
    • Kestra Investment Management, LLC: 2,288 shares

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

  2. period ended2026-03-31
    13F 277,918 shares
    Change vs previous 13F +22,217 shares

    0.11% of the 13F portfolio, value $36,390,621.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 72,456 shares
    • Kestra Advisory Services, LLC: 205,462 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 255,701 shares
    Change vs previous 13F +8,973 shares

    0.08% of the 13F portfolio, value $29,970,795.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 72,876 shares
    • Kestra Advisory Services, LLC: 180,792 shares
    • Kestra Investment Management, LLC: 2,033 shares

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

  4. period ended2025-09-30
    13F 246,728 shares
    Change vs previous 13F -3,397 shares

    0.09% of the 13F portfolio, value $30,532,685.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 73,469 shares
    • Kestra Advisory Services, LLC: 171,174 shares
    • Kestra Investment Management, LLC: 2,085 shares

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

  5. period ended2025-06-30
    13F/A 250,125 shares
    Change vs previous 13F +9,430 shares

    0.1% of the 13F portfolio, value $29,514,739.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 73,765 shares
    • Kestra Advisory Services, LLC: 174,179 shares
    • Kestra Investment Management, LLC: 2,181 shares

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

  6. period ended2025-03-31
    13F/A 240,695 shares
    Change vs previous 13F +14,049 shares

    0.11% of the 13F portfolio, value $29,357,569.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 71,418 shares
    • Kestra Advisory Services, LLC: 169,277 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 226,646 shares
    Change vs previous 13F -31,772 shares

    0.09% of the 13F portfolio, value $24,418,840.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 69,912 shares
    • Kestra Advisory Services, LLC: 154,797 shares
    • Kestra Investment Management, LLC: 1,937 shares

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

  8. period ended2024-09-30
    13F 258,418 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $29,795,541.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 64,173 shares
    • Kestra Advisory Services, LLC: 192,426 shares
    • Kestra Investment Management, LLC: 1,819 shares

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