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Hopwood Financial Services’s Duke Energy DUK Stock Holding History

Hopwood Financial Services’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
2025
Q4 		– Sell
-325
Closed -$40.2K – 137
2025
Q3 		$40.2K Hold
325
– – 0.03% 171
2025
Q2 		$38.4K Sell
325
-75
-19% -$8.85K 0.03% 166
2025
Q1 		$48.8K Sell
400
-100
-20% -$11.4K 0.04% 155
2024
Q4 		$53.9K Buy
+500
New +$56.6K 0.04% 145

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hopwood Financial Services's DUK Position: Q4 2025 in Review

Hopwood Financial Services sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 325 shares — an estimated $40.2K sold.

Hopwood Financial Services first reported a position in DUK in Q4 2024 and held it in 4 quarters. The position peaked at $53.9K in Q4 2024. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Hopwood Financial Services reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 325 Duke Energy shares in Q4 2025, an estimated $40.2K.
  • Hopwood Financial Services first reported a position in Duke Energy in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Duke Energy position peaked at $53.9K in Q4 2024.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.