A detailed history of Heartwood Wealth Advisors LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,987 shares of DUK stock, worth $339,741. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,987
Previous 2,987 -0.0%
Holding current value
$339,741
Previous $299,000 15.05%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

BUY
$92.87 - $104.6 $277,402 - $312,440
2,987 New
2,987 $299,000
Q2 2022

Jul 25, 2022

SELL
$97.82 - $115.43 $205,617 - $242,633
-2,102 Closed
0 $0
Q1 2022

Apr 26, 2022

BUY
$97.04 - $111.66 $203,978 - $234,709
2,102 New
2,102 $235,000

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $87.6B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
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