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Livermore
Livermore
ZHEN

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

DUK holding history

Duke Energy CORP in every 13F filed by High Net Worth Advisory Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overviewAll 13F holders of DUKFull Q2 2026 holdings

Shares (Q2 2026)
5,827
Value
$737.7K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of DUK by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,827$737.7K0.2%+64+1.1%AddedHolders
Q1 20265,763$754.7K0.2%00.0%UnchangedHolders
Q4 20255,763$675.6K0.2%−870−13.1%ReducedHolders
Q3 20256,633$820.9K0.2%−870−11.6%ReducedHolders
Q2 20257,503$885.5K0.2%−666−8.2%ReducedHolders
Q1 20258,169$996.5K0.3%00.0%UnchangedHolders
Q4 20248,169$880.2K0.2%00.0%UnchangedHolders
Q3 20248,169$942.0K0.3%+100+1.2%AddedHolders
Q2 20248,069$808.9K0.2%00.0%UnchangedHolders
Q1 20248,069$780.4K0.2%+500+6.6%AddedHolders
Q4 20237,569$734.6K0.3%00.0%UnchangedHolders
Q3 20237,569$668.1K0.3%00.0%UnchangedHolders
Q2 20237,569$679.3K0.3%−582−7.1%ReducedHolders
Q1 20238,151$786.4K0.3%−10.0%ReducedHolders
Q4 20228,152$839.6K0.3%−51−0.6%ReducedHolders
Q3 20228,203$763.0K0.3%00.0%UnchangedHolders
Q2 20228,203$879.0K0.4%00.0%UnchangedHolders
Q1 20228,203$916.0K0.3%+200+2.5%AddedHolders
Q4 20218,003$840.0K0.3%–No prior filingHolders