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Livermore
Livermore
ZHEN

Centerpoint Advisors, LLC

SEC CIK
0001733788
Latest filing
Aug 5, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Centerpoint 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)
553
Value
$70.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Centerpoint Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026553$70.0K<0.1%00.0%UnchangedHolders
Q1 2026553$72.0K<0.1%00.0%UnchangedHolders
Q4 2025553$65.0K<0.1%00.0%UnchangedHolders
Q3 2025553$68.0K<0.1%00.0%UnchangedHolders
Q2 2025553$65.0K<0.1%00.0%UnchangedHolders
Q1 2025553$67.0K<0.1%−408−42.5%ReducedHolders
Q4 2024961$104.0K<0.1%−66−6.4%ReducedHolders
Q3 20241,027$118.0K<0.1%−71−6.5%ReducedHolders
Q2 20241,098$110.0K<0.1%00.0%UnchangedHolders
Q1 20241,098$106.0K<0.1%+266+32.0%AddedHolders
Q4 2023832$81.0K<0.1%+42+5.3%AddedHolders
Q3 2023790$70.0K<0.1%−151−16.0%ReducedHolders
Q2 2023941$84.0K<0.1%+66+7.5%AddedHolders
Q1 2023875$84.0K<0.1%+95+12.2%AddedHolders
Q4 2022780$80.0K<0.1%+10+1.3%AddedHolders
Q3 2022770$72.0K<0.1%00.0%UnchangedHolders
Q2 2022770$83.0K<0.1%00.0%UnchangedHolders
Q1 2022770$86.0K<0.1%−108−12.3%ReducedHolders
Q4 2021878$92.0K<0.1%+259+41.8%AddedHolders
Q3 2021619$60.0K<0.1%00.0%UnchangedHolders
Q2 2021619$61.0K<0.1%00.0%UnchangedHolders
Q1 2021619$60.0K<0.1%––Holders

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