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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Personal Cfo Solutions, 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)
5,929
Value
$750.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,929$750.5K0.1%+706+13.5%AddedHolders
Q1 20265,223$683.9K0.1%+86+1.7%AddedHolders
Q4 20255,137$602.1K0.1%−426−7.7%ReducedHolders
Q3 20255,563$688.4K0.1%+154+2.8%AddedHolders
Q2 20255,409$638.2K0.1%−617−10.2%ReducedHolders
Q1 20256,026$735.0K0.1%−89−1.5%ReducedHolders
Q4 20246,115$658.9K0.1%+445+7.8%AddedHolders
Q3 20245,670$653.7K0.1%−43−0.8%ReducedHolders
Q2 20245,713$572.6K0.1%+51+0.9%AddedHolders
Q1 20245,662$547.6K0.1%+372+7.0%AddedHolders
Q4 20235,290$513.4K0.1%+91+1.8%AddedHolders
Q3 20235,199$458.9K0.1%+356+7.4%AddedHolders
Q2 20234,843$434.6K0.1%−585−10.8%ReducedHolders
Q1 20235,428$523.6K0.1%+213+4.1%AddedHolders
Q4 20225,215$537.1K0.1%+148+2.9%AddedHolders
Q3 20225,067$471.0K0.1%−103−2.0%ReducedHolders
Q2 20225,170$554.0K0.1%−33−0.6%ReducedHolders
Q1 20225,203$581.0K0.1%+50+1.0%AddedHolders
Q4 20215,153$541.0K0.1%−479−8.5%ReducedHolders
Q3 20215,632$550.0K0.1%+36+0.6%AddedHolders
Q2 20215,596$552.0K0.1%+7+0.1%AddedHolders
Q1 20215,589$540.0K0.1%––Holders

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