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Livermore
Livermore
ZHEN

Equitable Trust Co

SEC CIK
0000033250
Latest filing
Jul 23, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Equitable Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overviewAll 13F holders of DUKFull Q2 2026 holdings

Shares (Q2 2026)
27,190
Value
$3.44M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Equitable Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,190$3.44M0.1%−241−0.9%ReducedHolders
Q1 202627,431$3.59M0.2%+3,043+12.5%AddedHolders
Q4 202524,388$2.86M0.1%−815−3.2%ReducedHolders
Q3 202525,203$3.12M0.1%+285+1.1%AddedHolders
Q2 202524,918$2.94M0.1%−316−1.3%ReducedHolders
Q1 202525,234$3.08M0.2%−85−0.3%ReducedHolders
Q4 202425,319$2.73M0.2%−516−2.0%ReducedHolders
Q3 202425,835$2.98M0.2%+5,599+27.7%AddedHolders
Q2 202420,236$2.03M0.1%−461−2.2%ReducedHolders
Q1 202420,697$2.00M0.1%+2,969+16.7%AddedHolders
Q4 202317,728$1.72M0.1%+271+1.6%AddedHolders
Q3 202317,457$1.54M0.1%+1,058+6.5%AddedHolders
Q2 202316,399$1.47M0.1%+654+4.2%AddedHolders
Q1 202315,745$1.52M0.1%+188+1.2%AddedHolders
Q4 202215,557$1.60M0.1%+7,409+90.9%AddedHolders
Q3 20228,148$758.0K0.1%+1,482+22.2%AddedHolders
Q2 20226,666$715.0K0.1%+1,324+24.8%AddedHolders
Q1 20225,342$596.0K<0.1%+2,041+61.8%AddedHolders
Q4 20213,301$346.0K<0.1%−233−6.6%ReducedHolders
Q3 20213,534$345.0K<0.1%−121−3.3%ReducedHolders
Q2 20213,655$361.0K<0.1%+120+3.4%AddedHolders
Q1 20213,535$342.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.