Skip to main content
Livermore
Livermore
ZHEN

BCM Advisors, LLC

SEC CIK
0001373017
Latest filing
Jul 28, 2026

DUK holding history

Duke Energy CORP in every 13F filed by BCM 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)
56,072
Value
$7.32M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of DUK by BCM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,072$7.32M1.4%−230.0%ReducedHolders
Q1 202656,095$7.15M1.4%+90.0%AddedHolders
Q4 202556,086$6.59M1.3%−280−0.5%ReducedHolders
Q3 202556,366$7.08M1.4%−4,000−6.6%ReducedHolders
Q2 202560,366$7.21M1.5%00.0%UnchangedHolders
Q1 202560,366$7.34M1.7%00.0%UnchangedHolders
Q4 202460,366$6.87M1.5%+46+0.1%AddedHolders
Q3 202460,320$6.79M1.6%−272−0.4%ReducedHolders
Q2 202460,592$6.82M1.6%+64+0.1%AddedHolders
Q1 202460,528$5.99M1.5%+90+0.1%AddedHolders
Q4 202360,438$5.77M1.5%00.0%UnchangedHolders
Q3 202360,438$5.34M1.6%−400−0.7%ReducedHolders
Q2 202360,838$5.68M1.5%00.0%UnchangedHolders
Q1 202360,838$6.03M1.6%00.0%UnchangedHolders
Q4 202260,838$6.22M1.7%+10.0%AddedHolders
Q3 202260,837$5.72M1.7%+200+0.3%AddedHolders
Q2 202260,637$6.43M1.8%+200+0.3%AddedHolders
Q1 202260,437$6.88M1.8%−1,193−1.9%ReducedHolders
Q4 202161,630$6.47M1.7%−1,193−1.9%ReducedHolders
Q3 202162,823$6.27M1.7%−10.0%ReducedHolders
Q2 202162,824$6.53M1.8%−372−0.6%ReducedHolders
Q1 202163,196$6.31M1.9%––Holders

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