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Morningstar Investment Management LLC: DUK position timeline

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

Morningstar Investment Management LLC held 26,772 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,772 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $3,505,526.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    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 26,772 shares
    Change vs previous 13F +4,673 shares

    0.22% of the 13F portfolio, value $3,505,526.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    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 22,099 shares
    Change vs previous 13F -59,615 shares

    0.15% of the 13F portfolio, value $2,590,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 81,714 shares
    Change vs previous 13F +67,375 shares

    0.37% of the 13F portfolio, value $10,112,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 14,339 shares
    Change vs previous 13F -26,971 shares

    0.32% of the 13F portfolio, value $1,749,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 14,339 shares
    • Morningstar Investment Management LLC: 0 shares

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

  6. period ended2024-12-31
    13F 41,310 shares
    Change vs previous 13F -323,102 shares

    0.19% of the 13F portfolio, value $4,450,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 32,182 shares
    • Morningstar Investment Management LLC: 9,128 shares

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

  7. period ended2024-09-30
    13F 364,412 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $42,254,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 355,284 shares
    • Morningstar Investment Management LLC: 9,128 shares

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