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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Evercore Wealth Management, 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)
24,009
Value
$3.04M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,009$3.04M<0.1%−75−0.3%ReducedHolders
Q1 202624,084$3.15M<0.1%−503−2.0%ReducedHolders
Q4 202524,587$2.88M<0.1%+390+1.6%AddedHolders
Q3 202524,197$2.99M<0.1%−613−2.5%ReducedHolders
Q2 202524,810$2.93M<0.1%−26−0.1%ReducedHolders
Q1 202524,836$3.03M<0.1%−147−0.6%ReducedHolders
Q4 202424,983$2.69M<0.1%−584−2.3%ReducedHolders
Q3 202425,567$2.95M<0.1%−1,450−5.4%ReducedHolders
Q2 202427,017$2.71M<0.1%−1,443−5.1%ReducedHolders
Q1 202428,460$2.75M<0.1%−3,154−10.0%ReducedHolders
Q4 202331,614$3.07M0.1%−2,300−6.8%ReducedHolders
Q3 202333,914$2.99M0.1%+554+1.7%AddedHolders
Q2 202333,360$2.99M0.1%+1,243+3.9%AddedHolders
Q1 202332,117$3.10M0.1%+4,429+16.0%AddedHolders
Q4 202227,688$2.85M0.1%−956−3.3%ReducedHolders
Q3 202228,644$2.66M0.1%−700−2.4%ReducedHolders
Q2 202229,344$3.15M0.1%+80.0%AddedHolders
Q1 202229,336$3.28M0.1%−345−1.2%ReducedHolders
Q4 202129,681$3.11M0.1%−505−1.7%ReducedHolders
Q3 202130,186$2.94M0.1%+472+1.6%AddedHolders
Q2 202129,714$2.93M0.1%−2,634−8.1%ReducedHolders
Q1 202132,348$3.12M0.1%––Holders

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