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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

DUK holding history

Duke Energy CORP in every 13F filed by CWM, 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 Q1 2026 holdings

Shares (Q1 2026)
209,645
Value
$27.5M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of DUK by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026209,645$27.5M0.1%−4,853−2.3%ReducedHolders
Q4 2025214,498$25.1M0.1%+4,804+2.3%AddedHolders
Q3 2025209,694$25.9M0.1%+23,784+12.8%AddedHolders
Q2 2025185,910$21.9M0.1%+145,289+357.7%AddedHolders
Q1 202540,621$4.96M<0.1%−1,377−3.3%ReducedHolders
Q4 202441,998$4.53M<0.1%−1,596−3.7%ReducedHolders
Q3 202443,594$5.03M<0.1%+1,342+3.2%AddedHolders
Q2 202442,252$4.24M<0.1%+1,841+4.6%AddedHolders
Q1 202440,411$3.91M<0.1%+3,043+8.1%AddedHolders
Q4 202337,368$3.63M<0.1%+4,181+12.6%AddedHolders
Q3 202333,187$2.93M<0.1%−1,168−3.4%ReducedHolders
Q2 202334,355$3.08M<0.1%+252+0.7%AddedHolders
Q1 202334,103$3.29M<0.1%+6,415+23.2%AddedHolders
Q4 202227,688$2.85M<0.1%−6,516−19.1%ReducedHolders
Q3 202234,204$3.18M<0.1%+7,888+30.0%AddedHolders
Q2 202226,316$2.82M<0.1%+3,195+13.8%AddedHolders
Q1 202223,121$2.58M<0.1%+2,104+10.0%AddedHolders
Q4 202121,017$2.21M<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021306,638$30.3M0.2%00.0%UnchangedHolders
Q1 2021306,638$30.3M0.2%––Holders

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