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West Paces Advisors Inc.

SEC CIK
0002004720
Latest filing
Jul 17, 2026

DUK holding history

Duke Energy CORP in every 13F filed by West Paces Advisors Inc., 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)
3,088
Value
$390.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DUK by West Paces Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,088$390.9K0.1%−67−2.1%ReducedHolders
Q1 20263,155$413.1K0.1%00.0%UnchangedHolders
Q4 20253,155$369.8K0.1%+50+1.6%AddedHolders
Q3 20253,105$384.2K0.1%−34−1.1%ReducedHolders
Q2 20253,139$370.4K0.1%−5−0.2%ReducedHolders
Q1 20253,144$383.5K0.1%−485−13.4%ReducedHolders
Q4 20243,629$391.0K0.1%−70−1.9%ReducedHolders
Q3 20243,699$426.5K0.1%+1,650+80.5%AddedHolders
Q2 20242,049$205.4K0.1%−535−20.7%ReducedHolders
Q1 20242,584$249.9K0.1%−995−27.8%ReducedHolders
Q4 20233,579$347.3K0.1%00.0%UnchangedHolders
Q3 20233,579$315.9K0.1%−689−16.1%ReducedHolders
Q2 20234,268$383.0K0.1%−115−2.6%ReducedHolders
Q1 20234,383$422.8K0.1%−10−0.2%ReducedHolders
Q4 20224,393$452.4K0.1%00.0%UnchangedHolders
Q3 20224,393$408.6K0.1%−15−0.3%ReducedHolders
Q2 20224,408$472.6K0.2%+2,090+90.2%AddedHolders
Q1 20222,318$258.8K0.1%−564−19.6%ReducedHolders
Q4 20212,882$302.3K0.1%−765−21.0%ReducedHolders
Q3 20213,647$355.9K0.1%+1,208+49.5%AddedHolders
Q2 20212,439$240.8K0.1%+249+11.4%AddedHolders
Q1 20212,190$211.4K0.1%––Holders

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