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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Perigon Wealth Management, 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)
20,484
Value
$2.59M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,484$2.59M<0.1%+1,872+10.1%AddedHolders
Q1 202618,612$2.44M<0.1%+3,279+21.4%AddedHolders
Q4 202515,333$1.80M<0.1%+44+0.3%AddedHolders
Q3 202515,289$1.89M<0.1%+1,277+9.1%AddedHolders
Q2 202514,012$1.65M<0.1%+1,275+10.0%AddedHolders
Q1 202512,737$1.55M<0.1%−305−2.3%ReducedHolders
Q4 202413,042$1.42M<0.1%+2,491+23.6%AddedHolders
Q3 202410,551$1.22M<0.1%+2,184+26.1%AddedHolders
Q2 20248,367$838.6K<0.1%−382−4.4%ReducedHolders
Q1 20248,749$846.1K<0.1%+1,104+14.4%AddedHolders
Q4 20237,645$741.9K<0.1%−1,744−18.6%ReducedHolders
Q3 20239,389$828.7K<0.1%+1,683+21.8%AddedHolders
Q2 20237,706$691.5K<0.1%+340+4.6%AddedHolders
Q1 20237,366$710.6K<0.1%−579−7.3%ReducedHolders
Q4 20227,945$818.2K0.1%−792−9.1%ReducedHolders
Q3 20228,737$813.0K0.1%+550+6.7%AddedHolders
Q2 20228,187$878.0K0.1%+383+4.9%AddedHolders
Q1 20227,804$871.0K0.1%+345+4.6%AddedHolders
Q4 20217,459$782.0K0.1%+1,744+30.5%AddedHolders
Q3 20215,715$558.0K<0.1%−2,221−28.0%ReducedHolders
Q2 20217,936$783.0K0.1%+87+1.1%AddedHolders
Q1 20217,849$758.0K0.1%––Holders

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