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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

DUK holding history

Duke Energy CORP in every 13F filed by CX Institutional, 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)
7,220
Value
$914.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DUK by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,220$914.0K<0.1%−1,552−17.7%ReducedHolders
Q1 20268,772$1.15M<0.1%−734−7.7%ReducedHolders
Q4 20259,506$1.11M<0.1%+1,052+12.4%AddedHolders
Q3 20258,454$1.05M<0.1%+1,501+21.6%AddedHolders
Q2 20256,953$821.0K<0.1%+366+5.6%AddedHolders
Q1 20256,587$803.0K<0.1%+673+11.4%AddedHolders
Q4 20245,914$637.3K<0.1%+2,440+70.2%AddedHolders
Q3 20243,474$400.6K<0.1%+339+10.8%AddedHolders
Q2 20243,135$314.3K<0.1%+174+5.9%AddedHolders
Q1 20242,961$286.4K<0.1%+194+7.0%AddedHolders
Q4 20232,767$268.5K<0.1%−1,472−34.7%ReducedHolders
Q3 20234,239$374.1K<0.1%+274+6.9%AddedHolders
Q2 20233,965$355.8K<0.1%−675−14.5%ReducedHolders
Q1 20234,640$442.4K<0.1%+125+2.8%AddedHolders
Q4 20224,515$465.0K<0.1%+4,515NewHolders
Q3 20220$00.0%−2,214−100.0%Sold outHolders
Q2 20222,214$237.0K<0.1%−423−16.0%ReducedHolders
Q1 20222,637$294.0K<0.1%+609+30.0%AddedHolders
Q4 20212,028$213.0K<0.1%+157+8.4%AddedHolders
Q3 20211,871$183.0K<0.1%+28+1.5%AddedHolders
Q2 20211,843$182.0K<0.1%+354+23.8%AddedHolders
Q1 20211,489$144.0K<0.1%––Holders

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