Stephens Inc

SEC CIK: 0000757657
Latest filing: Jul 29, 2026

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DUK holding history

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

DUK overview All 13F holders of DUK Full Q2 2026 holdings

Shares (Q2 2026): 345,986
Value: $43.9M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of DUK by Stephens Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	345,986	$43.9M	0.5%	+302+0.1%	Added	Holders
Q1 2026	345,684	$45.3M	0.6%	+38,505+12.5%	Added	Holders
Q4 2025	307,179	$36.0M	0.4%	−13,480−4.2%	Reduced	Holders
Q3 2025	320,659	$39.7M	0.5%	+29,396+10.1%	Added	Holders
Q2 2025	291,263	$34.4M	0.5%	−3,947−1.3%	Reduced	Holders
Q1 2025	295,210	$36.0M	0.5%	+18,231+6.6%	Added	Holders
Q4 2024	276,979	$29.8M	0.4%	+41,732+17.7%	Added	Holders
Q3 2024	235,247	$27.1M	0.4%	+6,875+3.0%	Added	Holders
Q2 2024	228,372	$22.9M	0.3%	+7,960+3.6%	Added	Holders
Q1 2024	220,412	$21.3M	0.3%	+59,988+37.4%	Added	Holders
Q4 2023	160,424	$15.6M	0.3%	+14,155+9.7%	Added	Holders
Q3 2023	146,269	$12.9M	0.2%	+1,387+1.0%	Added	Holders
Q2 2023	144,882	$13.0M	0.2%	+7,804+5.7%	Added	Holders
Q1 2023	137,078	$13.2M	0.3%	+31,610+30.0%	Added	Holders
Q4 2022	105,468	$10.9M	0.2%	+32,798+45.1%	Added	Holders
Q3 2022	72,670	$6.76M	0.1%	+11,402+18.6%	Added	Holders
Q2 2022	61,268	$6.57M	0.1%	−2,181−3.4%	Reduced	Holders
Q1 2022	63,449	$7.08M	0.1%	−6,579−9.4%	Reduced	Holders
Q4 2021	70,028	$7.35M	0.1%	−19,284−21.6%	Reduced	Holders
Q3 2021	89,312	$8.72M	0.1%	+1,116+1.3%	Added	Holders
Q2 2021	88,196	$8.71M	0.1%	+3,140+3.7%	Added	Holders
Q1 2021	85,056	$8.21M	0.1%	–	–	Holders

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