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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s DUK Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Duke Energy (DUK) stake by 2.8% in Q1 2026, selling an estimated $57.9K and leaving 16,208 shares worth $2.12M. The position accounts for 1.05% of the portfolio, ranked #28.

Heritage Wealth Management (Ohio) first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Heritage Wealth Management (Ohio) held 16,208 shares of Duke Energy worth $2.12M as of Q1 2026.
Heritage Wealth Management (Ohio) sold 463 Duke Energy shares in Q1 2026, an estimated $57.9K.
Duke Energy made up 1.05% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #28 holding.
Heritage Wealth Management (Ohio) first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Duke Energy position peaked at $2.16M in Q1 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.