Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

DUK holding history

Duke Energy CORP in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overview All 13F holders of DUK Full Q2 2026 holdings

Shares (Q2 2026): 34,449
Value: $4.36M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of DUK by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,449	$4.36M	0.4%	−1,431−4.0%	Reduced	Holders
Q1 2026	35,880	$4.70M	0.5%	−1,779−4.7%	Reduced	Holders
Q4 2025	37,659	$4.41M	0.4%	−1,578−4.0%	Reduced	Holders
Q3 2025	39,237	$4.86M	0.5%	−2,329−5.6%	Reduced	Holders
Q2 2025	41,566	$4.90M	0.5%	−2,368−5.4%	Reduced	Holders
Q1 2025	43,934	$5.36M	0.6%	−2,710−5.8%	Reduced	Holders
Q4 2024	46,644	$5.03M	0.5%	−482−1.0%	Reduced	Holders
Q3 2024	47,126	$5.43M	0.6%	−1,199−2.5%	Reduced	Holders
Q2 2024	48,325	$4.84M	0.6%	−1,951−3.9%	Reduced	Holders
Q1 2024	50,276	$4.86M	0.6%	−1,602−3.1%	Reduced	Holders
Q4 2023	51,878	$5.03M	0.6%	−2,556−4.7%	Reduced	Holders
Q3 2023	54,434	$4.83M	0.7%	−947−1.7%	Reduced	Holders
Q2 2023	55,381	$4.92M	0.7%	−305−0.5%	Reduced	Holders
Q1 2023	55,686	$5.52M	0.8%	−1,552−2.7%	Reduced	Holders
Q4 2022	57,238	$5.89M	0.8%	−212−0.4%	Reduced	Holders
Q3 2022	57,450	$5.46M	0.9%	−464−0.8%	Reduced	Holders
Q2 2022	57,914	$6.01M	0.9%	−570−1.0%	Reduced	Holders
Q1 2022	58,484	$6.56M	0.9%	−171−0.3%	Reduced	Holders
Q4 2021	58,655	$6.07M	0.8%	−421−0.7%	Reduced	Holders
Q3 2021	59,076	$5.81M	0.8%	−107−0.2%	Reduced	Holders
Q2 2021	59,183	$6.14M	0.9%	−806−1.3%	Reduced	Holders
Q1 2021	59,989	$5.46M	0.9%	–	–	Holders

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