HGA
Hobbs Group Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Hold |
2,620
| – | – | 0.11% | 125 |
|
|
2025
Q1 | $320K | Sell |
2,620
-348
| -12% | -$42.4K | 0.12% | 116 |
|
|
2024
Q4 | $320K | Sell |
2,968
-342
| -10% | -$36.8K | 0.12% | 117 |
|
|
2024
Q3 | $382K | Buy |
3,310
+82
| +3% | +$9.46K | 0.14% | 101 |
|
|
2024
Q2 | $324K | Buy |
+3,228
| New | +$324K | 0.12% | 109 |
|
|
2023
Q4 | $261K | Buy |
+2,689
| New | +$261K | 0.12% | 111 |
|