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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.97M	Sell	16,687 -1,013	-6%	-$120K	0.64%	42
2025 Q1	$2.16M	Sell	17,700 -139	-0.8%	-$17K	0.73%	31
2024 Q4	$1.92M	Sell	17,839 -72	-0.4%	-$7.76K	0.64%	33
2024 Q3	$2.07M	Sell	17,911 -1,054	-6%	-$122K	0.68%	33
2024 Q2	$1.91M	Buy	+18,965	New	+$1.91M	0.64%	36