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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

DUK holding history

Duke Energy CORP in every 13F filed by CWS Financial 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)
3,240
Value
$410.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of DUK by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,240$410.1K0.1%+85+2.7%AddedHolders
Q1 20263,155$413.1K0.1%+2+0.1%AddedHolders
Q4 20253,153$369.6K0.1%−49−1.5%ReducedHolders
Q3 20253,202$396.2K0.1%+152+5.0%AddedHolders
Q2 20253,050$360.0K0.1%−258−7.8%ReducedHolders
Q1 20253,308$403.5K0.1%00.0%UnchangedHolders
Q4 20243,308$356.4K0.1%−650−16.4%ReducedHolders
Q3 20243,958$456.4K0.2%−21−0.5%ReducedHolders
Q2 20243,979$398.8K0.2%+10.0%AddedHolders
Q1 20243,978$384.7K0.2%−918−18.8%ReducedHolders
Q4 20234,896$475.1K0.2%+14+0.3%AddedHolders
Q3 20234,882$430.9K0.2%−116−2.3%ReducedHolders
Q2 20234,998$448.5K0.2%−234−4.5%ReducedHolders
Q1 20235,232$504.7K0.2%+528+11.2%AddedHolders
Q4 20224,704$454.0K0.2%−293−5.9%ReducedHolders
Q3 20224,997$465.0K0.2%00.0%UnchangedHolders
Q2 20224,997$536.0K0.2%+10.0%AddedHolders
Q1 20224,996$558.0K0.2%+117+2.4%AddedHolders
Q4 20214,879$512.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20214,771$471.0K0.2%+67+1.4%AddedHolders
Q1 20214,704$454.0K0.2%––Holders

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