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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Wealthspire Advisors, 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)
19,524
Value
$2.47M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,524$2.47M<0.1%+544+2.9%AddedHolders
Q1 202618,980$2.49M<0.1%−7,604−28.6%ReducedHolders
Q4 202526,584$3.12M<0.1%+4,918+22.7%AddedHolders
Q3 202521,666$2.68M<0.1%−1,063−4.7%ReducedHolders
Q2 202522,729$2.68M<0.1%−32−0.1%ReducedHolders
Q1 202522,761$2.78M<0.1%−1,377−5.7%ReducedHolders
Q4 202424,138$2.60M<0.1%−1,488−5.8%ReducedHolders
Q3 202425,626$2.95M<0.1%−644−2.5%ReducedHolders
Q2 202426,270$2.63M<0.1%−277−1.0%ReducedHolders
Q1 202426,547$2.57M<0.1%−1,214−4.4%ReducedHolders
Q4 202327,761$2.69M<0.1%+4,605+19.9%AddedHolders
Q3 202323,156$2.04M<0.1%+12,441+116.1%AddedHolders
Q2 202310,715$961.6K<0.1%−358−3.2%ReducedHolders
Q1 202311,073$1.07M<0.1%−429−3.7%ReducedHolders
Q4 202211,502$1.18M<0.1%+2,413+26.5%AddedHolders
Q3 20229,089$845.0K<0.1%+24+0.3%AddedHolders
Q2 20229,065$972.0K<0.1%+1,241+15.9%AddedHolders
Q1 20227,824$874.0K<0.1%−4,462−36.3%ReducedHolders
Q4 202112,286$1.29M<0.1%−5,022−29.0%ReducedHolders
Q3 202117,308$1.69M<0.1%+12,382+251.4%AddedHolders
Q2 20214,926$486.0K<0.1%−11,743−70.4%ReducedHolders
Q1 202116,669$1.61M<0.1%––Holders

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