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Duke Energy shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Duke Energy

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All positions including Duke Energy held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 18k 115.30
2024-06-30 $1.9M 19k 100.56