Wealth Effects LLC
- SEC CIK
- 0001907254
- Latest filing
- Aug 6, 2026
DUK holding history
Duke Energy CORP in every 13F filed by Wealth Effects 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 (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −2,032−100.0% | Sold out | Holders |
| Q2 2024 | 2,032 | $203.7K | 0.1% | +2,032 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −2,315−100.0% | Sold out | Holders |
| Q3 2023 | 2,315 | $204.3K | 0.1% | −325−12.3% | Reduced | Holders |
| Q2 2023 | 2,640 | $236.9K | 0.1% | +10.0% | Added | Holders |
| Q1 2023 | 2,639 | $254.6K | 0.1% | +10.0% | Added | Holders |
| Q4 2022 | 2,638 | $271.7K | 0.2% | +66+2.6% | Added | Holders |
| Q3 2022 | 2,572 | $239.0K | 0.1% | +10.0% | Added | Holders |
| Q2 2022 | 2,571 | $276.0K | 0.2% | +10.0% | Added | Holders |
| Q1 2022 | 2,570 | $287.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,570 | $270.0K | 0.1% | – | No prior filing | Holders |