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Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

DUK holding history

Duke Energy CORP in every 13F filed by Lowe Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
452
Value
$55.9K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of DUK by Lowe Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025452$55.9K<0.1%00.0%UnchangedHolders
Q2 2025452$53.3K<0.1%00.0%UnchangedHolders
Q1 2025452$55.1K<0.1%+17+3.9%AddedHolders
Q4 2024435$46.9K<0.1%+53+13.9%AddedHolders
Q3 2024382$44.0K<0.1%+83+27.8%AddedHolders
Q2 2024299$30.0K<0.1%00.0%UnchangedHolders
Q1 2024299$28.9K<0.1%00.0%UnchangedHolders
Q4 2023299$29.0K<0.1%00.0%UnchangedHolders
Q3 2023299$26.4K<0.1%00.0%UnchangedHolders
Q2 2023299$26.8K<0.1%00.0%UnchangedHolders
Q1 2023299$28.8K<0.1%00.0%UnchangedHolders
Q4 2022299$30.8K<0.1%00.0%UnchangedHolders
Q3 2022299$28.0K<0.1%+166+124.8%AddedHolders
Q2 2022133$14.0K<0.1%00.0%UnchangedHolders
Q1 2022133$15.0K<0.1%00.0%UnchangedHolders
Q4 2021133$14.0K<0.1%00.0%UnchangedHolders
Q3 2021133$13.0K<0.1%00.0%UnchangedHolders
Q2 2021133$13.0K<0.1%00.0%UnchangedHolders
Q1 2021133$13.0K<0.1%––Holders

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