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

Heritage Wealth Management (Ohio)’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
Q2 		$2.05M Buy
16,211
+3
+0% +$378 0.51% 52
2026
Q1 		$2.12M Sell
16,208
-463
-3% -$57.9K 1.05% 28
2025
Q4 		$1.95M Buy
16,671
+2
+0% +$244 0.54% 48
2025
Q3 		$2.06M Sell
16,669
-18
-0.1% -$2.18K 0.61% 40
2025
Q2 		$1.97M Sell
16,687
-1,013
-6% -$120K 0.64% 42
2025
Q1 		$2.16M Sell
17,700
-139
-0.8% -$15.8K 0.73% 31
2024
Q4 		$1.92M Sell
17,839
-72
-0.4% -$8.16K 0.64% 33
2024
Q3 		$2.07M Sell
17,911
-1,054
-6% -$117K 0.68% 33
2024
Q2 		$1.91M Buy
+18,965
New +$1.9M 0.64% 36

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s DUK Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Duke Energy (DUK) stake by 0.02% in Q2 2026, buying an estimated $378 and bringing the position to 16,211 shares worth $2.05M. The position accounts for 0.51% of the portfolio, ranked #52.

Heritage Wealth Management (Ohio) first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q1 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 16,211 shares of Duke Energy worth $2.05M as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 3 Duke Energy shares in Q2 2026, an estimated $378.
  • Duke Energy made up 0.51% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #52 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Heritage Wealth Management (Ohio)'s Duke Energy position peaked at $2.16M in Q1 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.