Heritage Wealth Management (Arizona)’s Duke Energy DUK Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$51.9K	Buy	504 +315	+167%	+$30.2K	0.01%	493
2022 Q3	$18K	Buy	189 +13	+7%	+$1.4K	0.01%	550
2022 Q2	$18.9K	Hold	176	–	–	0.01%	549
2022 Q1	$20K	Buy	+176	New	+$18.3K	0.01%	598
2021 Q3	$44K	Sell	447 -1	-0.2%	-$104	0.02%	461
2021 Q2	$44K	Sell	448 -348	-44%	-$35K	0.02%	470
2021 Q1	$77K	Buy	+796	New	+$72.6K	0.04%	290

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DUK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Duke Energy (DUK) stake by 167% in Q4 2022, buying an estimated $30.2K and bringing the position to 504 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #493.

Heritage Wealth Management (Arizona) first reported a position in DUK in Q1 2021 and has held it in 7 quarters since. The position peaked at $77K in Q1 2021. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Heritage Wealth Management (Arizona) held 504 shares of Duke Energy worth $51.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 315 Duke Energy shares in Q4 2022, an estimated $30.2K.
Duke Energy made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #493 holding.
Heritage Wealth Management (Arizona) first reported a position in Duke Energy in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Duke Energy position peaked at $77K in Q1 2021.
1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.