Journey Advisory Group, LLC

SEC CIK: 0001840085
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

DUK holding history

Duke Energy CORP in every 13F filed by Journey Advisory Group, LLC, 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): 6,643
Value: $840.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DUK by Journey Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,643	$840.9K	0.1%	+82+1.2%	Added	Holders
Q1 2026	6,561	$859.2K	0.1%	−1,030−13.6%	Reduced	Holders
Q4 2025	7,591	$889.8K	0.1%	−1,674−18.1%	Reduced	Holders
Q3 2025	9,265	$1.15M	0.1%	−114−1.2%	Reduced	Holders
Q2 2025	9,379	$1.11M	0.1%	−15−0.2%	Reduced	Holders
Q1 2025	9,394	$1.15M	0.1%	−1,116−10.6%	Reduced	Holders
Q4 2024	10,510	$1.05M	0.1%	00.0%	Unchanged	Holders
Q3 2024	10,510	$1.05M	0.1%	+251+2.4%	Added	Holders
Q2 2024	10,259	$1.03M	0.1%	−591−5.4%	Reduced	Holders
Q1 2024	10,850	$1.05M	0.1%	+796+7.9%	Added	Holders
Q4 2023	10,054	$975.6K	0.1%	−156−1.5%	Reduced	Holders
Q3 2023	10,210	$901.1K	0.1%	−80−0.8%	Reduced	Holders
Q2 2023	10,290	$923.4K	0.1%	−62−0.6%	Reduced	Holders
Q1 2023	10,352	$998.6K	0.2%	−3,842−27.1%	Reduced	Holders
Q4 2022	14,194	$1.46M	0.4%	+2,057+16.9%	Added	Holders
Q3 2022	12,137	$1.13M	0.3%	+520+4.5%	Added	Holders
Q2 2022	11,617	$1.28M	0.3%	−430−3.6%	Reduced	Holders
Q1 2022	12,047	$1.34M	0.3%	+1,178+10.8%	Added	Holders
Q4 2021	10,869	$1.14M	0.3%	+1,149+11.8%	Added	Holders
Q3 2021	9,720	$949.0K	0.3%	−12,734−56.7%	Reduced	Holders
Q2 2021	22,454	$2.22M	0.7%	−248−1.1%	Reduced	Holders
Q1 2021	22,702	$2.19M	0.8%	–	–	Holders

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