BENDER ROBERT & ASSOCIATES DUK — DUKE ENERGY CORP NEW COM NEW

Ownership history in BENDER ROBERT & ASSOCIATES  ·  48 quarters on record

AI Ownership Summary

BENDER ROBERT & ASSOCIATES reported DUKE ENERGY CORP NEW COM NEW (DUK) in 48 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows DUK at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENDER ROBERT & ASSOCIATES's position in DUKE ENERGY CORP NEW COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DUK was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUK stock page BENDER ROBERT & ASSOCIATES fund profile BENDER ROBERT & ASSOCIATES full holdings
How BENDER ROBERT & ASSOCIATES held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,748 — 0% 0.05% $229K 2026-04-23 $128.04
2025 Q4 REDUCED 5.4% +12.7% ❌ 1,748 -100 -5.4% 0.04% $205K 2026-01-29 $119.87
2025 Q3 UNCHANGED — — — 1,848 — 0% 0.05% $229K 2025-10-22 $126.84
2025 Q2 UNCHANGED — — — 1,848 — 0% 0.05% $218K 2025-07-24 $116.71
2025 Q1 REDUCED 11.2% -2.4% ✅ 1,848 -232 -11.2% 0.06% $225K 2025-04-18 $117.63
2023 Q4 REDUCED 9.2% +0.1% ❌ 2,080 -210 -9.2% 0.05% $202K 2024-01-31 $88.11
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DUK

As of 2026 Q1 — sorted by position size

Canal Insurance CO 3Y 7Y 4.22% PURSUIT WEALTH STRATEGIES, LLC 3.48% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.39% Constitution Capital LLC 3Y 3.32% LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3.29% HFR Wealth Management, LLC 3Y 3.14% Wealth Group, Ltd. 3.12% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.8% Jefferson Bridge Capital, LLC 2.74% Slocum, Gordon & Co LLP 2.66%

FAQ About BENDER ROBERT & ASSOCIATES and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BENDER ROBERT & ASSOCIATES reported owning DUK?

BENDER ROBERT & ASSOCIATES reported DUK across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DUK position in BENDER ROBERT & ASSOCIATES's portfolio?

The largest reported portfolio weight for DUK was 0.06% in 2025 Q1.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2026 Q1, when BENDER ROBERT & ASSOCIATES reported 1,748 shares, equal to 0.05% of portfolio, with an estimated market value of $229K.

What does the chart on this DUK ownership page compare?

The chart compares BENDER ROBERT & ASSOCIATES's quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BENDER ROBERT & ASSOCIATES time their DUK position?

Based on 13F filing dates vs. subsequent DUK price moves, BENDER ROBERT & ASSOCIATES correctly timed 13 out of 31 reported position changes (42%). The annualised alpha on DUK relative to SPY over the holding period was -6.5%.

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