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Mark Stevens

SEC CIK
0000933482
Latest filing
Oct 27, 2023

DUK holding history

Duke Energy CORP in every 13F filed by Mark Stevens, 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 Q3 2023 holdings

Shares (Q3 2023)
2,830
Value
$249.8K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of DUK by Mark Stevens, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20232,830$249.8K<0.1%+431+18.0%AddedHolders
Q2 20232,399$215.3K<0.1%−700−22.6%ReducedHolders
Q1 20233,099$299.0K<0.1%00.0%UnchangedHolders
Q4 20223,099$319.0K<0.1%−500−13.9%ReducedHolders
Q3 20223,599$335.0K<0.1%+267+8.0%AddedHolders
Q2 20223,332$357.0K<0.1%−32−1.0%ReducedHolders
Q1 20223,364$375.0K<0.1%00.0%UnchangedHolders
Q4 20213,364$353.0K<0.1%−46−1.3%ReducedHolders
Q3 20213,410$333.0K<0.1%00.0%UnchangedHolders
Q2 20213,410$337.0K<0.1%−150−4.2%ReducedHolders
Q1 20213,560$344.0K<0.1%––Holders

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