HBK Sorce Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.38M | Sell |
11,098
-1,183
| -10% | -$148K | 0.03% | 199 |
|
|
2025
Q4 | $1.5M | Buy |
12,281
+131
| +1% | +$16K | 0.03% | 187 |
|
|
2025
Q3 | $1.56M | Buy |
12,150
+600
| +5% | +$72.8K | 0.04% | 168 |
|
|
2025
Q2 | $1.36M | Sell |
11,550
-212
| -2% | -$25K | 0.04% | 179 |
|
|
2025
Q1 | $1.43M | Buy |
11,762
+457
| +4% | +$52.1K | 0.04% | 175 |
|
|
2024
Q4 | $1.22M | Buy |
11,305
+1,118
| +11% | +$127K | 0.04% | 193 |
|
|
2024
Q3 | $1.17M | Sell |
10,187
-491
| -5% | -$54.6K | 0.04% | 196 |
|
|
2024
Q2 | $1.07M | Sell |
10,678
-463
| -4% | -$46.3K | 0.04% | 205 |
|
|
2024
Q1 | $1.08M | Buy |
11,141
+339
| +3% | +$32.2K | 0.04% | 205 |
|
|
2023
Q4 | $1.05M | Sell |
10,802
-316
| -3% | -$28.7K | 0.04% | 198 |
|
|
2023
Q3 | $981K | Sell |
11,118
-91
| -0.8% | -$8.34K | 0.04% | 203 |
|
|
2023
Q2 | $1.01M | Buy |
11,209
+369
| +3% | +$34.8K | 0.04% | 203 |
|
|
2023
Q1 | $1.05M | Sell |
10,840
-4,798
| -31% | -$474K | 0.05% | 197 |
|
|
2022
Q4 | $1.61M | Buy |
15,638
+8,569
| +121% | +$823K | 0.04% | 211 |
|
|
2022
Q3 | $658K | Buy |
7,069
+368
| +5% | +$39.5K | 0.04% | 217 |
|
|
2022
Q2 | $718K | Sell |
6,701
-108
| -2% | -$11.9K | 0.05% | 198 |
|
|
2022
Q1 | $760K | Sell |
6,809
-351
| -5% | -$36.5K | 0.04% | 235 |
|
|
2021
Q4 | $751K | Buy |
7,160
+147
| +2% | +$14.9K | 0.04% | 263 |
|
|
2021
Q3 | $684K | Sell |
7,013
-979
| -12% | -$101K | 0.04% | 260 |
|
|
2021
Q2 | $789K | Sell |
7,992
-99
| -1% | -$9.95K | 0.04% | 239 |
|
|
2021
Q1 | $781K | Sell |
8,091
-265
| -3% | -$24.2K | 0.05% | 225 |
|
|
2020
Q4 | $765K | Buy |
8,356
+264
| +3% | +$24.4K | 0.05% | 217 |
|
|
2020
Q3 | $717K | Buy |
8,092
+202
| +3% | +$16.6K | 0.05% | 204 |
|
|
2020
Q2 | $630K | Buy |
7,890
+221
| +3% | +$18.7K | 0.05% | 220 |
|
|
2020
Q1 | $620K | Sell |
7,669
-716
| -9% | -$65.8K | 0.06% | 187 |
|
|
2019
Q4 | $765K | Buy |
8,385
+248
| +3% | +$22.7K | 0.07% | 204 |
|
|
2019
Q3 | $780K | Sell |
8,137
-914
| -10% | -$83.2K | 0.07% | 189 |
|
|
2019
Q2 | $799K | Buy |
9,051
+384
| +4% | +$33.9K | 0.08% | 183 |
|
|
2019
Q1 | $780K | Buy |
8,667
+317
| +4% | +$28K | 0.08% | 187 |
|
|
2018
Q4 | $721K | Sell |
8,350
-62
| -0.7% | -$5.28K | 0.08% | 178 |
|
|
2018
Q3 | $673K | Buy |
8,412
+77
| +0.9% | +$6.23K | 0.08% | 178 |
|
|
2018
Q2 | $659K | Sell |
8,335
-165
| -2% | -$12.7K | 0.08% | 183 |
|
|
2018
Q1 | $659K | Sell |
8,500
-731
| -8% | -$56.5K | 0.08% | 171 |
|
|
2017
Q4 | $776K | Buy |
9,231
+593
| +7% | +$51.8K | 0.09% | 161 |
|
|
2017
Q3 | $725K | Sell |
8,638
-1,058
| -11% | -$90.6K | 0.11% | 131 |
|
|
2017
Q2 | $811K | Buy |
+9,696
| New | +$815K | 0.13% | 119 |
|
|
2017
Q1 | – | Sell |
-9,292
| Closed | -$739K | – | 341 |
|
|
2016
Q4 | $721K | Buy |
9,292
+1,650
| +22% | +$126K | 0.13% | 123 |
|
|
2016
Q3 | $612K | Buy |
7,642
+403
| +6% | +$33.4K | 0.12% | 130 |
|
|
2016
Q2 | $621K | Buy |
+7,239
| New | +$579K | 0.13% | 120 |
|
|
2014
Q3 | – | Sell |
-5,530
| Closed | -$410K | – | 189 |
|
|
2014
Q2 | $410K | Buy |
5,530
+186
| +3% | +$13.4K | 0.14% | 98 |
|
|
2014
Q1 | $381K | Sell |
5,344
-521
| -9% | -$36.3K | 0.14% | 101 |
|
|
2013
Q4 | $405K | Buy |
5,865
+139
| +2% | +$9.73K | 0.15% | 93 |
|
|
2013
Q3 | $382K | Buy |
+5,726
| New | +$391K | 0.16% | 94 |
|
Other funds holding DUK
VCM
VPM
HBK Sorce Advisory's DUK Position: Q1 2026 in Review
HBK Sorce Advisory reduced its Duke Energy (DUK) stake by 9.6% in Q1 2026, selling an estimated $148K and leaving 11,098 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #199.
HBK Sorce Advisory first reported a position in DUK in Q3 2013 and has held it in 43 quarters since. The position peaked at $1.61M in Q4 2022. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- HBK Sorce Advisory held 11,098 shares of Duke Energy worth $1.38M as of Q1 2026.
- HBK Sorce Advisory sold 1,183 Duke Energy shares in Q1 2026, an estimated $148K.
- Duke Energy made up 0.03% of HBK Sorce Advisory's portfolio in Q1 2026, its #199 holding.
- HBK Sorce Advisory first reported a position in Duke Energy in Q3 2013 and has held it in 43 quarters since.
- HBK Sorce Advisory's Duke Energy position peaked at $1.61M in Q4 2022.
- 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.