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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Beacon Pointe 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)
68,769
Value
$8.70M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,769$8.70M<0.1%−3,792−5.2%ReducedHolders
Q1 202672,561$9.50M0.1%+33,112+83.9%AddedHolders
Q4 202539,449$4.62M<0.1%+1,706+4.5%AddedHolders
Q3 202537,743$4.67M<0.1%−16,098−29.9%ReducedHolders
Q2 202553,841$6.35M0.1%+1,622+3.1%AddedHolders
Q1 202552,219$6.37M0.1%+376+0.7%AddedHolders
Q4 202451,843$5.59M0.1%+6,542+14.4%AddedHolders
Q3 202445,301$5.22M0.1%−3,225−6.6%ReducedHolders
Q2 202448,526$4.86M0.1%−7,964−14.1%ReducedHolders
Q1 202456,490$5.46M0.1%−5,035−8.2%ReducedHolders
Q4 202361,525$5.97M0.1%−2,257−3.5%ReducedHolders
Q3 202363,782$5.63M0.1%+5,342+9.1%AddedHolders
Q2 202358,440$5.24M0.1%−8,435−12.6%ReducedHolders
Q1 202366,875$6.45M0.1%+17,860+36.4%AddedHolders
Q4 202249,015$5.05M0.1%+1,193+2.5%AddedHolders
Q3 202247,822$4.44M0.1%+1,244+2.7%AddedHolders
Q2 202246,578$5.00M0.1%−23,551−33.6%ReducedHolders
Q1 202270,129$7.83M0.1%+45,862+189.0%AddedHolders
Q4 202124,267$2.55M0.1%−483−2.0%ReducedHolders
Q3 202124,750$2.42M0.1%+9,287+60.1%AddedHolders
Q2 202115,463$1.53M0.1%+10,334+201.5%AddedHolders
Q1 20215,129$497.0K<0.1%––Holders

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