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Livermore
Livermore
ZHEN

Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Burney 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)
5,229
Value
$661.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,229$661.9K<0.1%+2,719+108.3%AddedHolders
Q1 20262,510$328.7K<0.1%−3−0.1%ReducedHolders
Q4 20252,513$294.5K<0.1%−155−5.8%ReducedHolders
Q3 20252,668$330.2K<0.1%−524−16.4%ReducedHolders
Q2 20253,192$376.7K<0.1%00.0%UnchangedHolders
Q1 20253,192$389.3K<0.1%−195−5.8%ReducedHolders
Q4 20243,387$364.9K<0.1%00.0%UnchangedHolders
Q3 20243,387$390.5K<0.1%−47−1.4%ReducedHolders
Q2 20243,434$344.2K<0.1%−94−2.7%ReducedHolders
Q1 20243,528$341.2K<0.1%−871−19.8%ReducedHolders
Q4 20234,399$426.9K<0.1%−170−3.7%ReducedHolders
Q3 20234,569$403.3K<0.1%−1,255−21.5%ReducedHolders
Q2 20235,824$522.6K<0.1%−465−7.4%ReducedHolders
Q1 20236,289$606.7K<0.1%+50+0.8%AddedHolders
Q4 20226,239$642.6K<0.1%00.0%UnchangedHolders
Q3 20226,239$580.0K<0.1%+583+10.3%AddedHolders
Q2 20225,656$606.0K<0.1%−522−8.4%ReducedHolders
Q1 20226,178$690.0K<0.1%−59−0.9%ReducedHolders
Q4 20216,237$654.0K<0.1%+2,719+77.3%AddedHolders
Q3 20213,518$343.0K<0.1%−42−1.2%ReducedHolders
Q2 20213,560$351.0K<0.1%−457−11.4%ReducedHolders
Q1 20214,017$388.0K<0.1%––Holders

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