Back to DUK-PA
United Advisor Group, LLC → DUK-PA
United Advisor Group, LLC DUK-PA Position History
DUK-PA
Quarters held
10
Latest value
$9.5M
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $347K |
| Q3 2025 | $7.8M |
| Q4 2025 | $350K |
| Q4 2025 | $7.9M |
| Q1 2026 | $430K |
| Q1 2026 | $8.1M |
| Q2 2026 | $434K |
| Q2 2026 | $8.9M |
| Q3 2026 | $532K |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 348.2K | — | — |
| Q3 2026 | $532K | 4.7K | — | — |
| Q2 2026 | $8.9M | 309.4K | — | — |
| Q2 2026 | $434K | 3.4K | — | — |
| Q1 2026 | $8.1M | 294.7K | — | — |
| Q1 2026 | $430K | 3.3K | — | — |
| Q4 2025 | $7.9M | 278.1K | — | — |
| Q4 2025 | $350K | 3.0K | — | — |
| Q3 2025 | $7.8M | 271.0K | — | — |
| Q3 2025 | $347K | 2.8K | — | — |
Other funds holding DUK-PA
$5.8B
$5.7B
$5.7B
$1.9B
$554.9M
$539.5M