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Livermore
Livermore
ZHEN

Wealthquest Corp

SEC CIK
0001632968
Latest filing
Jul 23, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Wealthquest Corp, 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)
3,708
Value
$469.4K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of DUK by Wealthquest Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,708$469.4K<0.1%+194+5.5%AddedHolders
Q1 20263,514$460.1K<0.1%−153−4.2%ReducedHolders
Q4 20253,667$429.8K<0.1%+3,667NewHolders
Q3 20250$00.0%−3,565−100.0%Sold outHolders
Q2 20253,565$420.7K<0.1%−922−20.5%ReducedHolders
Q1 20254,487$547.3K<0.1%−73−1.6%ReducedHolders
Q4 20244,560$491.3K<0.1%+79+1.8%AddedHolders
Q3 20244,481$520.8K<0.1%−1,610−26.4%ReducedHolders
Q2 20246,091$610.5K0.1%00.0%UnchangedHolders
Q1 20246,091$589.1K0.1%−143−2.3%ReducedHolders
Q4 20236,234$604.9K0.1%−201−3.1%ReducedHolders
Q3 20236,435$568.0K0.1%+2,315+56.2%AddedHolders
Q2 20234,120$369.7K<0.1%+1,838+80.5%AddedHolders
Q1 20232,282$220.1K<0.1%−166−6.8%ReducedHolders
Q4 20222,448$252.1K<0.1%−141−5.4%ReducedHolders
Q3 20222,589$240.0K<0.1%00.0%UnchangedHolders
Q2 20222,589$277.0K<0.1%+84+3.4%AddedHolders
Q1 20222,505$262.0K<0.1%00.0%UnchangedHolders
Q4 20212,505$262.0K<0.1%+2,505NewHolders
Q3 20210$00.0%−2,099−100.0%Sold outHolders
Q2 20212,099$207.0K<0.1%−15−0.7%ReducedHolders
Q1 20212,114$204.0K<0.1%––Holders

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