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Everpar Advisors LLC

SEC CIK
0002010410
Latest filing
Jul 9, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Everpar 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)
3,968
Value
$502.3K
% of portfolio
0.1%
Quarters held
7
Since Q3 2024
Holdings of DUK by Everpar Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,968$502.3K0.1%+642+19.3%AddedHolders
Q1 20263,326$435.5K0.1%+788+31.0%AddedHolders
Q4 20252,538$297.5K0.1%−63−2.4%ReducedHolders
Q3 20252,601$321.9K0.1%+496+23.6%AddedHolders
Q2 20252,105$248.4K0.1%−24−1.1%ReducedHolders
Q1 20252,129$259.7K0.1%+2,129NewHolders
Q4 20240$00.0%−1,886−100.0%Sold outHolders
Q3 20241,886$217.5K0.1%+1,886NewHolders