Dynamic Advisor Solutions LLC

SEC CIK: 0001599747
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

DUK holding history

Duke Energy CORP in every 13F filed by Dynamic Advisor Solutions LLC, 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): 56,612
Value: $7.17M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of DUK by Dynamic Advisor Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	56,612	$7.17M	0.2%	+2,166+4.0%	Added	Holders
Q1 2026	54,446	$7.13M	0.2%	+23,770+77.5%	Added	Holders
Q4 2025	30,676	$3.60M	0.1%	−1,780−5.5%	Reduced	Holders
Q3 2025	32,456	$4.02M	0.1%	+773+2.4%	Added	Holders
Q2 2025	31,683	$3.74M	0.1%	+6,095+23.8%	Added	Holders
Q1 2025	25,588	$3.12M	0.1%	+866+3.5%	Added	Holders
Q4 2024	24,722	$2.66M	0.1%	−1,722−6.5%	Reduced	Holders
Q3 2024	26,444	$3.05M	0.1%	−966−3.5%	Reduced	Holders
Q2 2024	27,410	$2.75M	0.1%	−482−1.7%	Reduced	Holders
Q1 2024	27,892	$2.70M	0.1%	+2,068+8.0%	Added	Holders
Q4 2023	25,824	$2.54M	0.1%	+1,122+4.5%	Added	Holders
Q3 2023	24,702	$2.18M	0.1%	+1,356+5.8%	Added	Holders
Q2 2023	23,346	$2.10M	0.1%	+1,625+7.5%	Added	Holders
Q1 2023	21,721	$2.10M	0.1%	+4,339+25.0%	Added	Holders
Q4 2022	17,382	$1.79M	0.1%	+1,875+12.1%	Added	Holders
Q3 2022	15,507	$1.44M	0.1%	−13−0.1%	Reduced	Holders
Q2 2022	15,520	$1.66M	0.1%	+464+3.1%	Added	Holders
Q1 2022	15,056	$1.68M	0.1%	−11−0.1%	Reduced	Holders
Q4 2021	15,067	$1.58M	0.1%	+491+3.4%	Added	Holders
Q3 2021	14,576	$1.42M	0.1%	+350+2.5%	Added	Holders
Q2 2021	14,226	$1.40M	0.1%	+354+2.6%	Added	Holders
Q1 2021	13,872	$1.34M	0.1%	–	–	Holders

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