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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Mascoma Wealth Management 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)
175
Value
$22.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DUK by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026175$22.2K<0.1%00.0%UnchangedHolders
Q1 2026175$22.9K<0.1%−1−0.6%ReducedHolders
Q4 2025176$20.6K<0.1%+14+8.6%AddedHolders
Q3 2025162$20.0K<0.1%−87−34.9%ReducedHolders
Q2 2025249$29.4K<0.1%+87+53.7%AddedHolders
Q1 2025162$19.8K<0.1%00.0%UnchangedHolders
Q4 2024162$17.5K<0.1%00.0%UnchangedHolders
Q3 2024162$18.7K<0.1%+87+116.0%AddedHolders
Q2 202475$7.52K<0.1%−187−71.4%ReducedHolders
Q1 2024262$25.3K<0.1%00.0%UnchangedHolders
Q4 2023262$25.4K<0.1%00.0%UnchangedHolders
Q3 2023262$23.1K<0.1%00.0%UnchangedHolders
Q2 2023262$24.1K<0.1%−100−27.6%ReducedHolders
Q1 2023362$35.8K<0.1%00.0%UnchangedHolders
Q4 2022362$37.3K<0.1%00.0%UnchangedHolders
Q3 2022362$34.0K<0.1%00.0%UnchangedHolders
Q2 2022362$39.0K<0.1%00.0%UnchangedHolders
Q1 2022362$40.0K<0.1%00.0%UnchangedHolders
Q4 2021362$38.0K<0.1%00.0%UnchangedHolders
Q3 2021362$35.0K<0.1%+362NewHolders
Q2 20210$00.0%−362−100.0%Sold outHolders
Q1 2021362$35.0K<0.1%––Holders

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