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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Rise 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q4 2021
Holdings of DUK by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−784−100.0%Sold outHolders
Q3 2025784$97.0K<0.1%−2−0.3%ReducedHolders
Q2 2025786$92.8K<0.1%+51+6.9%AddedHolders
Q1 2025735$89.7K<0.1%+300+69.0%AddedHolders
Q4 2024435$46.9K<0.1%+4+0.9%AddedHolders
Q3 2024431$49.7K<0.1%+4+0.9%AddedHolders
Q2 2024427$42.8K<0.1%+4+0.9%AddedHolders
Q1 2024423$40.9K<0.1%+423NewHolders
Q4 20230$00.0%−132−100.0%Sold outHolders
Q3 2023132$11.7K<0.1%+1+0.8%AddedHolders
Q2 2023131$11.8K<0.1%−91−41.0%ReducedHolders
Q1 2023222$21.4K<0.1%+94+73.4%AddedHolders
Q4 2022128$13.2K<0.1%+1+0.8%AddedHolders
Q3 2022127$12.0K<0.1%+1+0.8%AddedHolders
Q2 2022126$13.0K<0.1%−28−18.2%ReducedHolders
Q1 2022154$17.0K<0.1%+1+0.7%AddedHolders
Q4 2021153$16.0K<0.1%–No prior filingHolders