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Advisory Alpha, LLC

SEC CIK
0001576762
Latest filing
Aug 11, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Advisory Alpha, 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)
23,352
Value
$2.96M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Advisory Alpha, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,352$2.96M0.1%+4,310+22.6%AddedHolders
Q1 202619,042$2.49M0.1%+2,808+17.3%AddedHolders
Q4 202516,234$1.90M0.1%−697−4.1%ReducedHolders
Q3 202516,931$2.06M0.1%+1,029+6.5%AddedHolders
Q2 202515,902$1.88M0.1%−71−0.4%ReducedHolders
Q1 202515,973$1.95M0.1%+11+0.1%AddedHolders
Q4 202415,962$1.72M0.1%−830−4.9%ReducedHolders
Q3 202416,792$1.94M0.1%+1,651+10.9%AddedHolders
Q2 202415,141$1.52M0.1%−401−2.6%ReducedHolders
Q1 202415,542$1.50M0.1%+4,726+43.7%AddedHolders
Q4 202310,816$1.05M<0.1%+489+4.7%AddedHolders
Q3 202310,327$911.5K<0.1%+2,134+26.0%AddedHolders
Q2 20238,193$735.3K<0.1%+1,598+24.2%AddedHolders
Q1 20236,595$636.2K<0.1%−1,983−23.1%ReducedHolders
Q4 20228,578$883.5K0.1%+40+0.5%AddedHolders
Q3 20228,538$794.0K0.1%−2,386−21.8%ReducedHolders
Q2 202210,924$1.17M0.1%−456−4.0%ReducedHolders
Q1 202211,380$1.27M0.1%+555+5.1%AddedHolders
Q4 202110,825$1.14M0.1%−549−4.8%ReducedHolders
Q3 202111,374$1.11M0.1%−199−1.7%ReducedHolders
Q2 202111,573$1.14M0.1%+8,192+242.3%AddedHolders
Q1 20213,381$326.0K<0.1%––Holders

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