Evolution Wealth Management Inc.

SEC CIK: 0002010029
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

DUK holding history

Duke Energy CORP in every 13F filed by Evolution Wealth Management Inc., 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): 1,638
Value: $207.3K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of DUK by Evolution Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,638	$207.3K	0.1%	+1,045+176.2%	Added	Holders
Q1 2026	593	$77.6K	0.1%	+375+172.0%	Added	Holders
Q4 2025	218	$25.6K	<0.1%	+200+1,111.1%	Added	Holders
Q3 2025	18	$2.23K	<0.1%	+18	New	Holders