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Livermore
Livermore
ZHEN

Lipe & Dalton

SEC CIK
0001570396
Latest filing
Jul 14, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Lipe & Dalton, 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)
243
Value
$31.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Lipe & Dalton, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026243$31.0K<0.1%00.0%UnchangedHolders
Q1 2026243$32.0K<0.1%00.0%UnchangedHolders
Q4 2025243$28.0K<0.1%00.0%UnchangedHolders
Q3 2025243$30.0K<0.1%00.0%UnchangedHolders
Q2 2025243$29.0K<0.1%−100−29.2%ReducedHolders
Q1 2025343$42.0K<0.1%00.0%UnchangedHolders
Q4 2024343$37.0K<0.1%00.0%UnchangedHolders
Q3 2024343$40.0K<0.1%00.0%UnchangedHolders
Q2 2024343$34.0K<0.1%00.0%UnchangedHolders
Q1 2024343$33.0K<0.1%00.0%UnchangedHolders
Q4 2023343$33.0K<0.1%00.0%UnchangedHolders
Q3 2023343$30.0K<0.1%00.0%UnchangedHolders
Q2 2023343$31.0K<0.1%00.0%UnchangedHolders
Q1 2023343$33.0K<0.1%00.0%UnchangedHolders
Q4 2022343$35.0K<0.1%+100+41.2%AddedHolders
Q3 2022243$23.0K<0.1%00.0%UnchangedHolders
Q2 2022243$26.0K<0.1%00.0%UnchangedHolders
Q1 2022243$27.0K<0.1%−208−46.1%ReducedHolders
Q4 2021451$47.0K<0.1%+208+85.6%AddedHolders
Q3 2021243$24.0K<0.1%00.0%UnchangedHolders
Q2 2021243$24.0K<0.1%00.0%UnchangedHolders
Q1 2021243$23.0K<0.1%––Holders

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