Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$418,473
-$14,021 QoQ
Shares Held
3,306
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,599
of 2,440 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hobbs Group Advisors, LLC holds $805,977 across 2 Utilities - Regulated Electric names. DUK ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,306 | $418,473 | |
| 2 | NEE |
Nextera Energy Inc
|
4,415 | $387,504 |
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,473 | 3,306 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $432,494 | 3,303 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $386,793 | 3,300 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $313,582 | 2,534 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $309,160 | 2,620 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $319,561 | 2,620 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $319,772 | 2,968 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $381,643 | 3,310 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $323,542 | 3,228 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $260,940 | 2,689 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||