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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Creative Planning, 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)
498,222
Value
$63.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026498,222$63.1M<0.1%+54,240+12.2%AddedHolders
Q1 2026443,982$58.1M<0.1%+76,064+20.7%AddedHolders
Q4 2025367,918$43.1M<0.1%+10,581+3.0%AddedHolders
Q3 2025357,337$44.2M<0.1%+27,361+8.3%AddedHolders
Q2 2025329,976$38.9M<0.1%+4,715+1.4%AddedHolders
Q1 2025325,261$39.7M<0.1%+15,200+4.9%AddedHolders
Q4 2024310,061$33.4M<0.1%+5,627+1.8%AddedHolders
Q3 2024304,434$35.1M<0.1%+25,937+9.3%AddedHolders
Q2 2024278,497$27.9M<0.1%+24,888+9.8%AddedHolders
Q1 2024253,609$24.5M<0.1%+11,100+4.6%AddedHolders
Q4 2023242,509$23.5M<0.1%−16,871−6.5%ReducedHolders
Q3 2023259,380$22.9M<0.1%+30,763+13.5%AddedHolders
Q2 2023228,617$20.5M<0.1%−1,053−0.5%ReducedHolders
Q1 2023229,670$22.2M<0.1%+349+0.2%AddedHolders
Q4 2022229,321$23.6M<0.1%+13,277+6.1%AddedHolders
Q3 2022216,044$20.1M<0.1%+8,263+4.0%AddedHolders
Q2 2022207,781$22.3M<0.1%+7,912+4.0%AddedHolders
Q1 2022199,869$22.3M<0.1%−15,237−7.1%ReducedHolders
Q4 2021215,106$22.6M<0.1%−5,045−2.3%ReducedHolders
Q3 2021220,151$21.5M<0.1%+18,531+9.2%AddedHolders
Q2 2021201,620$19.9M<0.1%−13,119−6.1%ReducedHolders
Q1 2021214,739$20.7M<0.1%––Holders

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