Duke Energy shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $37M | 318k | 115.30 |
| 2024-06-30 | $31M | 313k | 100.23 |
| 2024-03-31 | $447k | 4.6k | 96.71 |
| 2023-12-31 | $466k | 4.8k | 97.04 |
| 2023-09-30 | $394k | 4.5k | 88.26 |
| 2023-06-30 | $436k | 4.9k | 89.74 |
| 2023-03-31 | $468k | 4.9k | 96.47 |
| 2022-12-31 | $500k | 4.9k | 102.99 |
| 2022-09-30 | $451k | 4.9k | 92.93 |
| 2022-06-30 | $522k | 4.9k | 107.30 |
| 2022-03-31 | $505k | 4.5k | 111.70 |
| 2021-12-31 | $502k | 4.8k | 104.90 |
| 2021-09-30 | $467k | 4.8k | 97.59 |
| 2021-06-30 | $473k | 4.8k | 98.72 |
| 2021-03-31 | $462k | 4.8k | 96.53 |
| 2020-12-31 | $435k | 4.7k | 91.66 |
| 2020-09-30 | $420k | 4.7k | 88.56 |
| 2020-06-30 | $379k | 4.7k | 79.89 |
| 2020-03-31 | $387k | 4.8k | 80.88 |
| 2019-12-31 | $479k | 5.2k | 91.21 |
| 2019-09-30 | $522k | 5.5k | 95.69 |
| 2019-06-30 | $470k | 5.3k | 88.24 |
| 2019-03-31 | $421k | 4.7k | 90.00 |
| 2018-12-31 | $346k | 4.0k | 86.24 |
| 2018-09-30 | $321k | 4.0k | 80.01 |
| 2018-06-30 | $317k | 4.0k | 79.01 |
| 2018-03-31 | $223k | 2.9k | 77.54 |
| 2017-12-31 | $243k | 2.9k | 84.32 |
| 2017-09-30 | $242k | 2.9k | 84.14 |
| 2017-06-30 | $240k | 2.9k | 83.45 |
| 2017-03-31 | $236k | 2.9k | 82.06 |
| 2016-12-31 | $223k | 2.9k | 77.54 |
| 2016-09-30 | $230k | 2.9k | 79.97 |
| 2016-06-30 | $247k | 2.9k | 85.88 |
| 2016-03-31 | $223k | 2.8k | 80.33 |
| 2015-09-30 | $203k | 2.8k | 71.96 |
| 2014-12-31 | $228k | 2.7k | 83.42 |
| 2014-09-30 | $204k | 2.7k | 74.64 |