Skip to main content
Livermore
Livermore
ZHEN

MBA Advisors LLC

SEC CIK
0001848704
Latest filing
Jul 28, 2026

DUK holding history

Duke Energy CORP in every 13F filed by MBA 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)
5,630
Value
$712.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of DUK by MBA Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,630$712.6K0.2%+77+1.4%AddedHolders
Q1 20265,553$727.1K0.3%+125+2.3%AddedHolders
Q4 20255,428$636.2K0.3%00.0%UnchangedHolders
Q3 20255,428$671.7K0.3%+174+3.3%AddedHolders
Q2 20255,254$620.0K0.3%+55+1.1%AddedHolders
Q1 20255,199$634.1K0.3%+335+6.9%AddedHolders
Q4 20244,864$524.0K0.3%−145−2.9%ReducedHolders
Q3 20245,009$577.5K0.3%+526+11.7%AddedHolders
Q2 20244,483$449.3K0.2%+9+0.2%AddedHolders
Q1 20244,474$432.7K0.2%+298+7.1%AddedHolders
Q4 20234,176$405.2K0.2%−1,100−20.8%ReducedHolders
Q3 20235,276$465.7K0.3%00.0%UnchangedHolders
Q2 20235,276$473.5K0.3%+100+1.9%AddedHolders
Q1 20235,176$499.3K0.3%00.0%UnchangedHolders
Q4 20225,176$533.1K0.3%00.0%UnchangedHolders
Q3 20225,176$481.0K0.3%−1,000−16.2%ReducedHolders
Q2 20226,176$662.0K0.5%+20.0%AddedHolders
Q1 20226,174$689.0K0.4%−720−10.4%ReducedHolders
Q4 20216,894$723.0K0.4%−215−3.0%ReducedHolders
Q3 20217,109$694.0K0.5%+1,199+20.3%AddedHolders
Q2 20215,910$583.0K0.4%00.0%UnchangedHolders
Q1 20215,910$570.0K0.5%––Holders

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