Hall Private Wealth Advisors

SEC CIK: 0001744091
Latest filing: Nov 15, 2023

SEC filings (opens in a new tab)

DUK holding history

Duke Energy CORP in every 13F filed by Hall Private Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overview All 13F holders of DUK Full Q3 2023 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of DUK by Hall Private Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−5,141−100.0%	Sold out	Holders
Q3 2021	5,141	$502.0K	0.3%	−299−5.5%	Reduced	Holders
Q2 2021	5,440	$537.0K	0.3%	–	No prior filing	Holders