SEC 13F Intelligence

Hc Financial Advisors Inc / DUK

Hc Financial Advisors Inc’s Duke Energy Corp New Position

Does Hc Financial Advisors Inc own Duke Energy Corp New (DUK)? Yes26.1K shares worth $3M (+1.87% of its 13F portfolio) as of Q2 2022, down from 27.4K shares the prior filed quarter.

Position Value
$3M
Q2 2022
Shares
26.1K
% of Portfolio
+1.87%
Quarters Held
15
currently held

Position History DUK

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202226.1K$3M+1.87%
Q1 202227.4K$3M+1.82%
Q4 202127.8K$3M+1.62%
Q3 202127.6K$3M+1.62%
Q2 202128.5K$3M+1.64%
Q1 202129.8K$3M+1.76%
Q4 202029.6K$3M+1.74%
Q3 202030.7K$3M+1.95%
Q2 202031.7K$3M+1.98%
Q1 202032.1K$3M+2.32%
Q4 201928.8K$3M+2.06%
Q3 201926.8K$3M+2.20%
Q2 201925.9K$2M+2.28%
Q1 201925.2K$2M+2.38%
Q4 201822.4K$2M+4.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of DUK.