Skip to main content
Livermore
Livermore
ZHEN

Cooper Financial Group

SEC CIK
0001751581
Latest filing
Jul 8, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Cooper Financial Group, 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)
3,392
Value
$429.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Cooper Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,392$429.3K<0.1%+185+5.8%AddedHolders
Q1 20263,207$420.0K<0.1%+233+7.8%AddedHolders
Q4 20252,974$348.6K<0.1%−290−8.9%ReducedHolders
Q3 20253,264$403.9K<0.1%+583+21.7%AddedHolders
Q2 20252,681$316.3K<0.1%−4,488−62.6%ReducedHolders
Q1 20257,169$874.4K0.1%−3,032−29.7%ReducedHolders
Q4 202410,201$1.10M0.1%+696+7.3%AddedHolders
Q3 20249,505$1.10M0.1%−2,789−22.7%ReducedHolders
Q2 202412,294$1.23M0.2%+1,691+15.9%AddedHolders
Q1 202410,603$1.03M0.2%+3,803+55.9%AddedHolders
Q4 20236,800$659.9K0.1%+126+1.9%AddedHolders
Q3 20236,674$589.1K0.1%+106+1.6%AddedHolders
Q2 20236,568$589.4K0.1%+540+9.0%AddedHolders
Q1 20236,028$581.6K0.2%+680+12.7%AddedHolders
Q4 20225,348$550.8K0.2%+240+4.7%AddedHolders
Q3 20225,108$475.0K0.2%+573+12.6%AddedHolders
Q2 20224,535$486.0K0.2%+637+16.3%AddedHolders
Q1 20223,898$435.0K0.2%−128−3.2%ReducedHolders
Q4 20214,026$422.0K0.2%+30+0.8%AddedHolders
Q3 20213,996$390.0K0.1%+75+1.9%AddedHolders
Q2 20213,921$387.0K0.1%+204+5.5%AddedHolders
Q1 20213,717$359.0K0.1%––Holders

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