Symphony Financial, Ltd. Co.

SEC CIK: 0001800687
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

DUK holding history

Duke Energy CORP in every 13F filed by Symphony Financial, Ltd. Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overview All 13F holders of DUK Full Q2 2026 holdings

Shares (Q2 2026): 18,393
Value: $2.36M
% of portfolio: 0.3%
Quarters held: 21; Since Q1 2021

Holdings of DUK by Symphony Financial, Ltd. Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,393	$2.36M	0.3%	+1,970+12.0%	Added	Holders
Q1 2026	16,423	$2.13M	0.3%	+614+3.9%	Added	Holders
Q4 2025	15,809	$1.86M	0.2%	+72+0.5%	Added	Holders
Q3 2025	15,737	$1.94M	0.2%	+792+5.3%	Added	Holders
Q2 2025	14,945	$1.77M	0.2%	+14,945	New	Holders
Q1 2025	0	$0	0.0%	−14,672−100.0%	Sold out	Holders
Q4 2024	14,672	$1.62M	0.3%	−2,231−13.2%	Reduced	Holders
Q3 2024	16,903	$1.96M	0.3%	−841−4.7%	Reduced	Holders
Q2 2024	17,744	$1.78M	0.3%	−443−2.4%	Reduced	Holders
Q1 2024	18,187	$1.76M	0.4%	−1,348−6.9%	Reduced	Holders
Q4 2023	19,535	$1.91M	0.4%	−2,163−10.0%	Reduced	Holders
Q3 2023	21,698	$1.86M	0.5%	+358+1.7%	Added	Holders
Q2 2023	21,340	$1.90M	0.5%	+1,224+6.1%	Added	Holders
Q1 2023	20,116	$1.93M	0.5%	−1,140−5.4%	Reduced	Holders
Q4 2022	21,256	$2.23M	0.6%	−1,898−8.2%	Reduced	Holders
Q3 2022	23,154	$2.20M	0.7%	+103+0.4%	Added	Holders
Q2 2022	23,051	$2.44M	0.7%	+37+0.2%	Added	Holders
Q1 2022	23,014	$2.64M	0.6%	+3,679+19.0%	Added	Holders
Q4 2021	19,335	$2.00M	0.6%	+1,615+9.1%	Added	Holders
Q3 2021	17,720	$1.74M	0.6%	−3,367−16.0%	Reduced	Holders
Q2 2021	21,087	$2.08M	0.7%	+6,510+44.7%	Added	Holders
Q1 2021	14,577	$1.42M	0.4%	–	–	Holders

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