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Disclosery

HBK Sorce Advisory LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on DUK, newest first. How the timeline and the estimate are built.

HBK Sorce Advisory LLC held 12,668 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,668 shares
    Change vs previous 13F +1,570 shares

    0.03% of the 13F portfolio, value $1,562,463.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,098 shares
    Change vs previous 13F -1,183 shares

    0.03% of the 13F portfolio, value $1,378,035.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,281 shares
    Change vs previous 13F +131 shares

    0.03% of the 13F portfolio, value $1,496,512.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 12,150 shares
    Change vs previous 13F +600 shares

    0.04% of the 13F portfolio, value $1,563,277.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,550 shares
    Change vs previous 13F -212 shares

    0.04% of the 13F portfolio, value $1,362,843.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,762 shares
    Change vs previous 13F +457 shares

    0.04% of the 13F portfolio, value $1,434,556.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,305 shares
    Change vs previous 13F +1,118 shares

    0.04% of the 13F portfolio, value $1,217,985.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,187 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,174,541.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).