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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hobbs Group Advisors's DUK Position: Q1 2026 in Review

Hobbs Group Advisors increased its Duke Energy (DUK) stake by 0.09% in Q1 2026, buying an estimated $375 and bringing the position to 3,303 shares worth $432K. The position accounts for 0.13% of the portfolio, ranked #110.

Hobbs Group Advisors first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Hobbs Group Advisors held 3,303 shares of Duke Energy worth $432K as of Q1 2026.
  • Hobbs Group Advisors bought 3 Duke Energy shares in Q1 2026, an estimated $375.
  • Duke Energy made up 0.13% of Hobbs Group Advisors's portfolio in Q1 2026, its #110 holding.
  • Hobbs Group Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.