Heritage Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3M | Buy |
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|
2025
Q1 | $39.5M | Buy |
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|
2024
Q4 | $34.1M | Sell |
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|
2024
Q3 | $36.6M | Buy |
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|
2024
Q2 | $31.4M | Buy |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $436K | Hold |
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|
2023
Q1 | $468K | Hold |
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|
2022
Q4 | $500K | Hold |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $522K | Buy |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $472K | Hold |
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|
2021
Q1 | $462K | Buy |
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|
2020
Q4 | $435K | Hold |
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|
2020
Q3 | $420K | Hold |
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|
2020
Q2 | $379K | Sell |
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|
2020
Q1 | $387K | Sell |
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|
2019
Q4 | $479K | Sell |
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|
2019
Q3 | $522K | Buy |
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|
2019
Q2 | $470K | Buy |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $346K | Hold |
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|
2018
Q3 | $321K | Hold |
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|
2018
Q2 | $317K | Buy |
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|
2018
Q1 | $223K | Sell |
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|
2017
Q4 | $243K | Buy |
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|
2017
Q3 | $242K | Hold |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $236K | Hold |
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|
2016
Q4 | $223K | Hold |
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|
2016
Q3 | $230K | Hold |
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|
2016
Q2 | $247K | Buy |
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|
2016
Q1 | $223K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $203K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $228K | Hold |
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|
2014
Q3 | $204K | Buy |
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