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Livermore
Livermore
ZHEN

Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Mather Group, 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)
35,549
Value
$4.50M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Mather Group, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,549$4.50M<0.1%+25,762+263.2%AddedHolders
Q1 20269,787$1.28M<0.1%−65−0.7%ReducedHolders
Q4 20259,852$1.15M<0.1%−4,358−30.7%ReducedHolders
Q3 202514,210$1.76M<0.1%+606+4.5%AddedHolders
Q2 202513,604$1.61M<0.1%+21+0.2%AddedHolders
Q1 202513,583$1.66M<0.1%+7,603+127.1%AddedHolders
Q4 20245,980$644.3K<0.1%+899+17.7%AddedHolders
Q3 20245,081$585.8K<0.1%−8,667−63.0%ReducedHolders
Q2 202413,748$1.33M<0.1%+3,686+36.6%AddedHolders
Q1 202410,062$976.4K<0.1%+86+0.9%AddedHolders
Q4 20239,976$968.1K<0.1%−1,440−12.6%ReducedHolders
Q3 202311,416$1.01M<0.1%−386−3.3%ReducedHolders
Q2 202311,802$1.06M<0.1%+2,478+26.6%AddedHolders
Q1 20239,324$899.5K<0.1%+719+8.4%AddedHolders
Q4 20228,605$886.3K<0.1%+1,740+25.3%AddedHolders
Q3 20226,865$639.0K<0.1%+299+4.6%AddedHolders
Q2 20226,566$704.0K<0.1%+61+0.9%AddedHolders
Q1 20226,505$726.0K<0.1%+322+5.2%AddedHolders
Q4 20216,183$649.0K<0.1%+1,011+19.5%AddedHolders
Q3 20215,172$505.0K<0.1%−260−4.8%ReducedHolders
Q2 20215,432$536.0K<0.1%+235+4.5%AddedHolders
Q1 20215,197$502.0K<0.1%––Holders

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