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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Mutual 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)
24,041
Value
$3.04M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,041$3.04M0.1%+1,832+8.2%AddedHolders
Q1 202622,209$2.91M0.1%+1,442+6.9%AddedHolders
Q4 202520,767$2.43M0.1%+270+1.3%AddedHolders
Q3 202520,497$2.61M0.1%−899−4.2%ReducedHolders
Q2 202521,396$2.57M0.1%+2,052+10.6%AddedHolders
Q1 202519,344$2.32M0.1%−1,690−8.0%ReducedHolders
Q4 202421,034$2.29M0.1%−510−2.4%ReducedHolders
Q3 202421,544$2.56M0.1%−1,909−8.1%ReducedHolders
Q2 202423,453$2.55M0.1%−5,599−19.3%ReducedHolders
Q1 202429,052$2.81M0.1%+1,002+3.6%AddedHolders
Q4 202328,050$2.72M0.1%+990+3.7%AddedHolders
Q3 202327,060$2.39M0.1%+577+2.2%AddedHolders
Q2 202326,483$2.38M0.1%+1,227+4.9%AddedHolders
Q1 202325,256$2.44M0.1%+667+2.7%AddedHolders
Q4 202224,589$2.53M0.1%+1,702+7.4%AddedHolders
Q3 202222,887$2.13M0.1%+3,324+17.0%AddedHolders
Q2 202219,563$2.10M0.1%+1,160+6.3%AddedHolders
Q1 202218,403$2.06M0.1%+961+5.5%AddedHolders
Q4 202117,442$1.83M0.1%+2,030+13.2%AddedHolders
Q3 202115,412$1.50M0.1%+1,831+13.5%AddedHolders
Q2 202113,581$1.34M0.1%−959−6.6%ReducedHolders
Q1 202114,540$1.40M0.1%––Holders

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