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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

DUK holding history

Duke Energy CORP in every 13F filed by TD Private Client Wealth 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)
50,890
Value
$6.44M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,890$6.44M0.1%−345−0.7%ReducedHolders
Q1 202651,235$6.71M0.1%−354−0.7%ReducedHolders
Q4 202551,589$6.05M0.1%−3,738−6.8%ReducedHolders
Q3 202555,327$6.85M0.2%+3,867+7.5%AddedHolders
Q2 202551,460$6.07M0.1%−169−0.3%ReducedHolders
Q1 202551,629$6.30M0.2%+1,808+3.6%AddedHolders
Q4 202449,821$5.37M0.2%+4,275+9.4%AddedHolders
Q3 202445,546$5.25M0.2%−13,712−23.1%ReducedHolders
Q2 202459,258$5.94M0.2%+603+1.0%AddedHolders
Q1 202458,655$5.67M0.2%−7,295−11.1%ReducedHolders
Q4 202365,950$6.40M0.2%−7,169−9.8%ReducedHolders
Q3 202373,119$6.45M0.3%−1,164−1.6%ReducedHolders
Q2 202374,283$6.67M0.3%+5,087+7.4%AddedHolders
Q1 202369,196$6.68M0.3%−6,793−8.9%ReducedHolders
Q4 202275,989$7.83M0.4%+9,113+13.6%AddedHolders
Q3 202266,876$6.22M0.3%+3,993+6.3%AddedHolders
Q2 202262,883$6.74M0.3%+1,360+2.2%AddedHolders
Q1 202261,523$6.87M0.3%+3,128+5.4%AddedHolders
Q4 202158,395$6.13M0.3%−4,554−7.2%ReducedHolders
Q3 202162,949$6.14M0.3%+1,044+1.7%AddedHolders
Q2 202161,905$6.11M0.3%−1,800−2.8%ReducedHolders
Q1 202163,705$6.15M0.3%––Holders

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