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Livermore
Livermore
ZHEN

MONECO Advisors, LLC

SEC CIK
0001765690
Latest filing
Aug 11, 2026

DUK holding history

Duke Energy CORP in every 13F filed by MONECO 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)
37,747
Value
$4.78M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of DUK by MONECO Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,747$4.78M0.3%−671−1.7%ReducedHolders
Q1 202638,418$5.03M0.4%−102−0.3%ReducedHolders
Q4 202538,520$4.51M0.4%−77−0.2%ReducedHolders
Q3 202538,597$4.78M0.4%+548+1.4%AddedHolders
Q2 202538,049$4.49M0.4%−781−2.0%ReducedHolders
Q1 202538,830$4.74M0.5%−114−0.3%ReducedHolders
Q4 202438,944$4.20M0.4%+1,451+3.9%AddedHolders
Q3 202437,493$4.32M0.5%+91+0.2%AddedHolders
Q2 202437,402$3.75M0.6%+10,591+39.5%AddedHolders
Q1 202426,811$2.59M0.4%+48+0.2%AddedHolders
Q4 202326,763$2.60M0.5%+22,177+483.6%AddedHolders
Q3 20234,586$404.8K0.1%+276+6.4%AddedHolders
Q2 20234,310$386.8K0.1%−242−5.3%ReducedHolders
Q1 20234,552$439.1K0.1%+1,117+32.5%AddedHolders
Q4 20223,435$353.8K0.1%+2+0.1%AddedHolders
Q3 20223,433$319.0K0.1%+12+0.4%AddedHolders
Q2 20223,421$367.0K0.1%−10.0%ReducedHolders
Q1 20223,422$382.0K0.1%+19+0.6%AddedHolders
Q4 20213,403$359.0K0.1%+9+0.3%AddedHolders
Q3 20213,394$331.0K0.1%+176+5.5%AddedHolders
Q2 20213,218$318.0K0.1%+8+0.2%AddedHolders
Q1 20213,210$310.0K0.2%––Holders

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