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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Clearstead Advisors, LLC, 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)
48,296
Value
$6.11M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,296$6.11M0.1%+1,680+3.6%AddedHolders
Q1 202646,616$6.10M0.1%+1,207+2.7%AddedHolders
Q4 202545,409$5.32M0.1%−6,728−12.9%ReducedHolders
Q3 202552,137$6.45M0.1%+426+0.8%AddedHolders
Q2 202551,711$6.10M0.1%+846+1.7%AddedHolders
Q1 202550,865$6.20M0.1%+8,283+19.5%AddedHolders
Q4 202442,582$4.59M0.1%+97+0.2%AddedHolders
Q3 202442,485$4.90M0.1%+947+2.3%AddedHolders
Q2 202441,538$4.16M0.1%+38,736+1,382.4%AddedHolders
Q1 20242,802$288.3K<0.1%−124−4.2%ReducedHolders
Q4 20232,926$283.9K<0.1%−47−1.6%ReducedHolders
Q3 20232,973$262.4K<0.1%+18+0.6%AddedHolders
Q2 20232,955$265.2K<0.1%+167+6.0%AddedHolders
Q1 20232,788$269.0K<0.1%−371−11.7%ReducedHolders
Q4 20223,159$325.3K<0.1%+26+0.8%AddedHolders
Q3 20223,133$291.0K<0.1%−126−3.9%ReducedHolders
Q2 20223,259$349.0K<0.1%+322+11.0%AddedHolders
Q1 20222,937$328.0K<0.1%+240+8.9%AddedHolders
Q4 20212,697$283.0K<0.1%+523+24.1%AddedHolders
Q3 20212,174$212.0K<0.1%+135+6.6%AddedHolders
Q2 20212,039$201.0K<0.1%−170−7.7%ReducedHolders
Q1 20212,209$213.0K<0.1%––Holders

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