DUK DUKE ENERGY COM

Ownership history in CADINHA & CO LLC  ·  59 quarters on record

AI Ownership Summary

CADINHA & CO LLC reported DUKE ENERGY COM (DUK) in 59 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.66% in 2025 Q2. The latest visible filing shows DUK at 2.28% 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 CADINHA & CO LLC's position in DUKE ENERGY COM, 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
2025 Q4

DUK was reported at 2.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2025 Q2

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 2025 Q4

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.

How CADINHA & CO LLC held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 126,212 -17,536 -12.2% 2.28% $14.8M 2026-02-14 (Est.) $128.20
2025 Q3 ADDED 143,748 +8,113 +6.0% 2.42% $17.8M 2025-10-17 $126.35
2025 Q2 ADDED 135,635 +131,772 +3411.1% 2.66% $16.0M 2025-07-31 $118.55
2025 Q1 REDUCED 3,863 -300 -7.2% 0.10% $471K 2025-04-04 $114.86
2024 Q4 ADDED 4,163 +928 +28.7% 0.07% $449K 2025-01-16 $104.36
2024 Q3 ADDED 3,235 +300 +10.2% 0.06% $373K 2024-10-09 $105.52
2024 Q2 UNCHANGED 2,935 0% 0.05% $294K 2024-07-31 $102.62
2024 Q1 UNCHANGED 2,935 0% 0.05% $284K 2024-05-02 $92.34
2023 Q4 REDUCED 2,935 -50 -1.7% 0.05% $285K 2024-01-24 $86.92
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CADINHA & CO LLC and DUK

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

How long has CADINHA & CO LLC reported owning DUK?

CADINHA & CO LLC reported DUK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DUK position in CADINHA & CO LLC's portfolio?

The largest reported portfolio weight for DUK was 2.66% in 2025 Q2.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2025 Q4, when CADINHA & CO LLC reported 126,212 shares, equal to 2.28% of portfolio, with an estimated market value of $14.8M.

What does the chart on this DUK ownership page compare?

The chart compares CADINHA & CO LLC'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.

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