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Heartwood Wealth Advisors’s Duke Energy DUK Stock Holding History

Heartwood Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$301K Hold
2,641
– – 0.02% 184
2026
Q2 		$334K Sell
2,641
-380
-13% -$47.9K 0.03% 180
2026
Q1 		$396K Sell
3,021
-102
-3% -$12.8K 0.03% 146
2025
Q4 		$366K Buy
3,123
+102
+3% +$12.5K 0.03% 144
2025
Q3 		$374K Hold
3,021
– – 0.03% 140
2025
Q2 		$356K Buy
3,021
+234
+8% +$27.6K 0.04% 131
2025
Q1 		$340K Hold
2,787
– – 0.04% 124
2024
Q4 		$300K Sell
2,787
-200
-7% -$22.7K 0.03% 134
2024
Q3 		$344K Hold
2,987
– – 0.04% 123
2024
Q2 		$299K Buy
+2,987
New +$299K 0.04% 133
2022
Q2 		– Sell
-2,102
Closed -$235K – 120
2022
Q1 		$235K Buy
+2,102
New +$218K 0.04% 106

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Heartwood Wealth Advisors's DUK Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Duke Energy (DUK) position steady in Q3 2026 at 2,641 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #184.

Heartwood Wealth Advisors first reported a position in DUK in Q1 2022 and has held it in 11 quarters since. The position peaked at $396K in Q1 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Heartwood Wealth Advisors held 2,641 shares of Duke Energy worth $301K as of Q3 2026.
  • Heartwood Wealth Advisors left its Duke Energy share count unchanged in Q3 2026.
  • Duke Energy made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #184 holding.
  • Heartwood Wealth Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 11 quarters since.
  • Heartwood Wealth Advisors's Duke Energy position peaked at $396K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.