HWA
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HHM Wealth Advisors’s Duke Energy DUK Stock Holding History

HHM Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$655K Sell
5,173
-30
-0.6% -$3.78K 0.07% 107
2026
Q1 		$681K Buy
5,203
+203
+4% +$25.4K 0.08% 96
2025
Q4 		$586K Buy
5,000
+204
+4% +$24.9K 0.07% 105
2025
Q3 		$594K Sell
4,796
-39
-0.8% -$4.73K 0.07% 104
2025
Q2 		$571K Sell
4,835
-35
-0.7% -$4.13K 0.07% 108
2025
Q1 		$594K Hold
4,870
– – 0.08% 94
2024
Q4 		$525K Buy
4,870
+76
+2% +$8.61K 0.07% 98
2024
Q3 		$553K Sell
4,794
-141
-3% -$15.7K 0.08% 94
2024
Q2 		$495K Buy
4,935
+2,065
+72% +$207K 0.07% 96
2024
Q1 		$278K Buy
2,870
+243
+9% +$23.1K 0.05% 122
2023
Q4 		$255K Buy
2,627
+230
+10% +$20.9K 0.04% 117
2023
Q3 		$212K Buy
2,397
+217
+10% +$19.9K 0.04% 124
2023
Q2 		$196K Hold
2,180
– – 0.04% 139
2023
Q1 		$210K Buy
2,180
+100
+5% +$9.88K 0.04% 126
2022
Q4 		$214K Hold
2,080
– – 0.05% 115
2022
Q3 		$193K Hold
2,080
– – 0.05% 108
2022
Q2 		$223K Hold
2,080
– – 0.06% 123
2022
Q1 		$232K Buy
2,080
+400
+24% +$41.5K 0.05% 137
2021
Q4 		$176K Sell
1,680
-33
-2% -$3.35K 0.04% 150
2021
Q3 		$167K Hold
1,713
– – 0.05% 147
2021
Q2 		$169K Hold
1,713
– – 0.05% 154
2021
Q1 		$165K Hold
1,713
– – 0.05% 133
2020
Q4 		$157K Hold
1,713
– – 0.05% 119
2020
Q3 		$152K Sell
1,713
-166
-9% -$13.7K 0.06% 107
2020
Q2 		$150K Hold
1,879
– – 0.06% 101
2020
Q1 		$152K Buy
+1,879
New +$173K 0.07% 90

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

HHM Wealth Advisors's DUK Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Duke Energy (DUK) stake by 0.58% in Q2 2026, selling an estimated $3.78K and leaving 5,173 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #107.

HHM Wealth Advisors first reported a position in DUK in Q1 2020 and has held it in 26 quarters since. The position peaked at $681K in Q1 2026. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • HHM Wealth Advisors held 5,173 shares of Duke Energy worth $655K as of Q2 2026.
  • HHM Wealth Advisors sold 30 Duke Energy shares in Q2 2026, an estimated $3.78K.
  • Duke Energy made up 0.07% of HHM Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • HHM Wealth Advisors first reported a position in Duke Energy in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Duke Energy position peaked at $681K in Q1 2026.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.