Skip to main content
Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Segment 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)
11,622
Value
$1.47M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,622$1.47M0.1%+764+7.0%AddedHolders
Q1 202610,858$1.42M0.1%−493−4.3%ReducedHolders
Q4 202511,351$1.33M0.1%+680+6.4%AddedHolders
Q3 202510,671$1.32M0.1%+1,474+16.0%AddedHolders
Q2 20259,197$1.09M0.1%+73+0.8%AddedHolders
Q1 20259,124$1.11M0.1%+929+11.3%AddedHolders
Q4 20248,195$882.9K0.1%+115+1.4%AddedHolders
Q3 20248,080$931.6K0.1%−80−1.0%ReducedHolders
Q2 20248,160$817.9K0.1%00.0%UnchangedHolders
Q1 20248,160$789.2K0.1%−171−2.1%ReducedHolders
Q4 20238,331$808.4K0.1%+282+3.5%AddedHolders
Q3 20238,049$710.4K0.1%+156+2.0%AddedHolders
Q2 20237,893$708.3K0.1%00.0%UnchangedHolders
Q1 20237,893$761.4K0.1%−195−2.4%ReducedHolders
Q4 20228,088$833.0K0.1%+150+1.9%AddedHolders
Q3 20227,938$738.0K0.1%00.0%UnchangedHolders
Q2 20227,938$851.0K0.1%00.0%UnchangedHolders
Q1 20227,938$886.0K0.1%−40−0.5%ReducedHolders
Q4 20217,978$837.0K0.1%+385+5.1%AddedHolders
Q3 20217,593$741.0K0.1%−100−1.3%ReducedHolders
Q2 20217,693$759.0K0.1%00.0%UnchangedHolders
Q1 20217,693$743.0K0.1%––Holders

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