Wellington Shields Capital Management, LLC: DUK position timeline

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

Wellington Shields Capital Management, LLC held 6,679 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 6,679 shares
Change vs previous 13F +300 shares
0.07% of the 13F portfolio, value $845,389.
13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Wellington Shields Capital Management, LLC: 630 shares
- Wellington Shields & Co., LLC: 6,049 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,379 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $835,226.
13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Wellington Shields Capital Management, LLC: 630 shares
- Wellington Shields & Co., LLC: 5,749 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,379 shares
Change vs previous 13F -82 shares
0.07% of the 13F portfolio, value $747,647.
13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Wellington Shields Capital Management, LLC: 630 shares
- Wellington Shields & Co., LLC: 5,749 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,461 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $799,512.
13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Wellington Shields Capital Management, LLC: 630 shares
- Wellington Shields & Co., LLC: 5,831 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,461 shares
Change vs previous 13F +200 shares
0.08% of the 13F portfolio, value $762,362.
13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Wellington Shields Capital Management, LLC: 630 shares
- Wellington Shields & Co., LLC: 5,831 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,261 shares
Change vs previous 13F -19 shares
0.09% of the 13F portfolio, value $763,617.
13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Wellington Shields Capital Management, LLC: 630 shares
- Wellington Shields & Co., LLC: 5,631 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,280 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $676,574.
13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Wellington Shields Capital Management, LLC: 649 shares
- Wellington Shields & Co., LLC: 5,631 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,280 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $724,049.
13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Wellington Shields Capital Management, LLC: 649 shares
- Wellington Shields & Co., LLC: 5,631 shares
Acceptance time not in the bulk data set (spec §4.2).