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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Avion Wealth, 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)
322
Value
$40.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026322$40.0K<0.1%+39+13.8%AddedHolders
Q1 2026283$37.0K<0.1%+29+11.4%AddedHolders
Q4 2025254$29.0K<0.1%−434−63.1%ReducedHolders
Q3 2025688$85.0K<0.1%−86−11.1%ReducedHolders
Q2 2025774$91.0K<0.1%+188+32.1%AddedHolders
Q1 2025586$63.0K<0.1%00.0%UnchangedHolders
Q4 2024586$63.0K<0.1%+425+264.0%AddedHolders
Q3 2024161$18.0K<0.1%−1−0.6%ReducedHolders
Q2 2024162$16.0K<0.1%−85−34.4%ReducedHolders
Q1 2024247$24.0K<0.1%+116+88.5%AddedHolders
Q4 2023131$13.0K<0.1%−109−45.4%ReducedHolders
Q3 2023240$20.0K<0.1%−9−3.6%ReducedHolders
Q2 2023249$22.0K<0.1%+144+137.1%AddedHolders
Q1 2023105$10.0K<0.1%+13+14.1%AddedHolders
Q4 202292$8.00K<0.1%00.0%UnchangedHolders
Q3 202292$9.00K<0.1%00.0%UnchangedHolders
Q2 202292$10.0K<0.1%+20+27.8%AddedHolders
Q1 202272$8.00K<0.1%00.0%UnchangedHolders
Q4 202172$8.00K<0.1%00.0%UnchangedHolders
Q3 202172$7.00K<0.1%00.0%UnchangedHolders
Q2 202172$7.00K<0.1%+5+7.5%AddedHolders
Q1 202167$6.00K<0.1%––Holders

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