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Livermore
Livermore
ZHEN

Schulz Wealth, LTD.

SEC CIK
0002011780
Latest filing
Aug 26, 2026

DUK holding history

Duke Energy CORP in every 13F filed by Schulz Wealth, LTD., 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)
2,505
Value
$317.1K
% of portfolio
0.2%
Quarters held
10
Since Q4 2023
Holdings of DUK by Schulz Wealth, LTD., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,505$317.1K0.2%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 20252,505$293.6K0.2%00.0%UnchangedHolders
Q3 20252,505$310.0K0.2%00.0%UnchangedHolders
Q2 20252,505$295.6K0.2%00.0%UnchangedHolders
Q1 20252,505$305.5K0.2%00.0%UnchangedHolders
Q4 20242,505$269.9K0.2%00.0%UnchangedHolders
Q3 20242,505$288.8K0.2%00.0%UnchangedHolders
Q2 20242,505$251.1K0.2%00.0%UnchangedHolders
Q1 20242,505$242.3K0.2%00.0%UnchangedHolders
Q4 20232,505$243.1K0.2%–No prior filingHolders