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Livermore
Livermore
ZHEN

PSI Advisors, LLC

SEC CIK
0001779040
Latest filing
Aug 3, 2026

DUK holding history

Duke Energy CORP in every 13F filed by PSI 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)
2,538
Value
$321.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by PSI Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,538$321.3K0.1%−45−1.7%ReducedHolders
Q1 20262,583$338.2K0.1%00.0%UnchangedHolders
Q4 20252,583$302.8K0.1%00.0%UnchangedHolders
Q3 20252,583$319.6K0.1%+100+4.0%AddedHolders
Q2 20252,483$293.0K0.1%−418−14.4%ReducedHolders
Q1 20252,901$353.8K0.1%−2,112−42.1%ReducedHolders
Q4 20245,013$540.1K0.2%−589−10.5%ReducedHolders
Q3 20245,602$645.9K0.2%−650−10.4%ReducedHolders
Q2 20246,252$626.6K0.2%−24−0.4%ReducedHolders
Q1 20246,276$606.9K0.2%−1,705−21.4%ReducedHolders
Q4 20237,981$774.4K0.3%+516+6.9%AddedHolders
Q3 20237,465$658.8K0.3%+1,053+16.4%AddedHolders
Q2 20236,412$575.4K0.3%+1,500+30.5%AddedHolders
Q1 20234,912$473.8K0.2%+426+9.5%AddedHolders
Q4 20224,486$462.0K0.2%−1,084−19.5%ReducedHolders
Q3 20225,570$518.0K0.3%−20.0%ReducedHolders
Q2 20225,572$597.0K0.3%+42+0.8%AddedHolders
Q1 20225,530$618.0K0.3%−362−6.1%ReducedHolders
Q4 20215,892$618.0K0.3%+58+1.0%AddedHolders
Q3 20215,834$569.0K0.3%−430−6.9%ReducedHolders
Q2 20216,264$618.0K0.3%−2,009−24.3%ReducedHolders
Q1 20218,273$798.0K0.5%––Holders

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