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Hobbs Group Advisors’s Duke Energy DUK Stock Holding History

Hobbs Group 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 		$418K Buy
3,306
+3
+0.1% +$378 0.11% 120
2026
Q1 		$432K Buy
3,303
+3
+0.1% +$375 0.13% 110
2025
Q4 		$387K Buy
3,300
+766
+30% +$93.5K 0.12% 121
2025
Q3 		$314K Sell
2,534
-86
-3% -$10.4K 0.1% 132
2025
Q2 		$309K Hold
2,620
– – 0.11% 125
2025
Q1 		$320K Sell
2,620
-348
-12% -$39.7K 0.12% 116
2024
Q4 		$320K Sell
2,968
-342
-10% -$38.7K 0.12% 117
2024
Q3 		$382K Buy
3,310
+82
+3% +$9.13K 0.14% 101
2024
Q2 		$324K Buy
+3,228
New +$323K 0.12% 109
2023
Q4 		$261K Buy
+2,689
New +$245K 0.12% 111

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hobbs Group Advisors's DUK Position: Q2 2026 in Review

Hobbs Group Advisors increased its Duke Energy (DUK) stake by 0.09% in Q2 2026, buying an estimated $378 and bringing the position to 3,306 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #120.

Hobbs Group Advisors first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $432K in Q1 2026. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Hobbs Group Advisors held 3,306 shares of Duke Energy worth $418K as of Q2 2026.
  • Hobbs Group Advisors bought 3 Duke Energy shares in Q2 2026, an estimated $378.
  • Duke Energy made up 0.11% of Hobbs Group Advisors's portfolio in Q2 2026, its #120 holding.
  • Hobbs Group Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • Hobbs Group Advisors's Duke Energy position peaked at $432K in Q1 2026.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.