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Livermore
Livermore
ZHEN

Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Advisor OS, 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)
13,356
Value
$1.69M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,356$1.69M0.1%−2,210−14.2%ReducedHolders
Q1 202615,566$2.04M0.1%−1,009−6.1%ReducedHolders
Q4 202516,575$1.94M0.2%+211+1.3%AddedHolders
Q3 202516,364$2.02M0.2%+407+2.6%AddedHolders
Q2 202515,957$1.88M0.2%+2,173+15.8%AddedHolders
Q1 202513,784$1.68M0.2%+767+5.9%AddedHolders
Q4 202413,017$1.40M0.2%+1,299+11.1%AddedHolders
Q3 202411,718$1.35M0.1%+713+6.5%AddedHolders
Q2 202411,005$1.10M0.1%+1,588+16.9%AddedHolders
Q1 20249,417$910.7K0.1%+4,253+82.4%AddedHolders
Q4 20235,164$501.1K0.1%+1,204+30.4%AddedHolders
Q3 20233,960$349.5K0.1%−4,871−55.2%ReducedHolders
Q2 20238,831$792.5K0.1%−3,659−29.3%ReducedHolders
Q1 202312,490$1.20M0.3%−619−4.7%ReducedHolders
Q4 202213,109$1.35M0.4%+3,437+35.5%AddedHolders
Q3 20229,672$900.0K0.3%−325−3.3%ReducedHolders
Q2 20229,997$1.07M0.3%+3,520+54.3%AddedHolders
Q1 20226,477$724.0K0.2%+1,450+28.8%AddedHolders
Q4 20215,027$528.0K0.1%+589+13.3%AddedHolders
Q3 20214,438$433.0K0.1%+561+14.5%AddedHolders
Q2 20213,877$383.0K0.1%+1,707+78.7%AddedHolders
Q1 20212,170$208.0K<0.1%––Holders

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