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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Greenleaf Trust, 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)
20,685
Value
$2.62M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,685$2.62M<0.1%+408+2.0%AddedHolders
Q1 202620,277$2.66M<0.1%−451−2.2%ReducedHolders
Q4 202520,728$2.43M<0.1%−836−3.9%ReducedHolders
Q3 202521,564$2.67M<0.1%+2,609+13.8%AddedHolders
Q2 202518,955$2.24M<0.1%−229−1.2%ReducedHolders
Q1 202519,184$2.34M<0.1%+458+2.4%AddedHolders
Q4 202418,726$2.02M<0.1%−199−1.1%ReducedHolders
Q3 202418,925$2.18M<0.1%+958+5.3%AddedHolders
Q2 202417,967$1.80M<0.1%+296+1.7%AddedHolders
Q1 202417,671$1.71M<0.1%−3,082−14.9%ReducedHolders
Q4 202320,753$2.01M<0.1%−7,901−27.6%ReducedHolders
Q3 202328,654$2.53M<0.1%+3,818+15.4%AddedHolders
Q2 202324,836$2.23M<0.1%−6,742−21.4%ReducedHolders
Q1 202331,578$3.05M<0.1%−1,545−4.7%ReducedHolders
Q4 202233,123$3.41M<0.1%−1,352−3.9%ReducedHolders
Q3 202234,475$3.21M<0.1%+2,336+7.3%AddedHolders
Q2 202232,139$3.45M0.1%+8,354+35.1%AddedHolders
Q1 202223,785$2.66M<0.1%−735−3.0%ReducedHolders
Q4 202124,520$2.57M<0.1%+2,890+13.4%AddedHolders
Q3 202121,630$2.11M<0.1%−4,795−18.1%ReducedHolders
Q2 202126,425$2.61M<0.1%+14,841+128.1%AddedHolders
Q1 202111,584$1.12M<0.1%––Holders

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