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OPPENHEIMER ASSET MANAGEMENT INC.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on DUK, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 261,468 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,468 shares
    Change vs previous 13F +1,860 shares

    0.17% of the 13F portfolio, value $33,096,619.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 91,614 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 169,854 shares

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

  2. period ended2026-03-31
    13F 259,608 shares
    Change vs previous 13F -49,728 shares

    0.2% of the 13F portfolio, value $33,993,072.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 89,220 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 170,388 shares

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

  3. period ended2025-12-31
    13F 309,336 shares
    Change vs previous 13F -19,098 shares

    0.24% of the 13F portfolio, value $36,257,273.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 139,808 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 169,528 shares

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

  4. period ended2025-09-30
    13F 328,434 shares
    Change vs previous 13F +8,146 shares

    0.24% of the 13F portfolio, value $40,643,709.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 150,426 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 178,008 shares

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

  5. period ended2025-06-30
    13F 320,288 shares
    Change vs previous 13F +40,665 shares

    0.23% of the 13F portfolio, value $37,793,984.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 137,749 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 182,539 shares

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

  6. period ended2025-03-31
    13F 279,623 shares
    Change vs previous 13F +971 shares

    0.23% of the 13F portfolio, value $34,105,618.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 95,442 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 184,181 shares

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

  7. period ended2024-12-31
    13F 278,652 shares
    Change vs previous 13F +2,120 shares

    0.2% of the 13F portfolio, value $30,021,967.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 94,713 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 183,939 shares

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

  8. period ended2024-09-30
    13F 276,532 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $31,884,140.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 94,077 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 182,455 shares

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