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Livermore
Livermore
ZHEN

Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Wealthcare Advisory Partners 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)
18,403
Value
$2.33M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DUK by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,403$2.33M<0.1%−4,557−19.8%ReducedHolders
Q1 202622,960$3.01M0.1%+159+0.7%AddedHolders
Q4 202522,801$2.67M0.1%+6,790+42.4%AddedHolders
Q3 202516,011$1.98M<0.1%+201+1.3%AddedHolders
Q2 202515,810$1.87M<0.1%+130+0.8%AddedHolders
Q1 202515,680$1.91M0.1%+1,109+7.6%AddedHolders
Q4 202414,571$1.57M<0.1%−412−2.7%ReducedHolders
Q3 202414,983$1.73M<0.1%+1,281+9.3%AddedHolders
Q2 202413,702$1.37M<0.1%+617+4.7%AddedHolders
Q1 202413,085$1.27M<0.1%+1,985+17.9%AddedHolders
Q4 202311,100$1.08M<0.1%+860+8.4%AddedHolders
Q3 202310,240$903.8K<0.1%+818+8.7%AddedHolders
Q2 20239,422$845.5K<0.1%+289+3.2%AddedHolders
Q1 20239,133$881.1K<0.1%+411+4.7%AddedHolders
Q4 20228,722$898.3K<0.1%−681−7.2%ReducedHolders
Q3 20229,403$875.0K<0.1%+4,592+95.4%AddedHolders
Q2 20224,811$516.0K<0.1%+735+18.0%AddedHolders
Q1 20224,076$455.0K<0.1%+1,354+49.7%AddedHolders
Q4 20212,722$286.0K<0.1%+380+16.2%AddedHolders
Q3 20212,342$229.0K<0.1%+2,342NewHolders
Q2 20210$00.0%−1,729−100.0%Sold outHolders
Q1 20211,729$167.0K<0.1%––Holders

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