HPIA
Hamilton Point Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
2,582
+31
| +1% | +$3.66K | 0.05% | 111 |
|
|
2025
Q1 | $311K | Buy |
2,551
+51
| +2% | +$6.22K | 0.06% | 104 |
|
|
2024
Q4 | $269K | Buy |
+2,500
| New | +$269K | 0.05% | 109 |
|
|
2024
Q1 | – | Sell |
-4,978
| Closed | -$483K | – | 151 |
|
|
2023
Q4 | $483K | Buy |
+4,978
| New | +$483K | 0.1% | 90 |
|