Heritage Wealth Advisors Duke Energy Corp Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Duke Energy Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 324,842 shares of DUK stock, worth $40.4 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

324,842

Previous 324,092 0.23%

Holding current value

$40.4 Million

Previous $39.5 Million 3.03%

% of portfolio

1.89%

Previous 2.07%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$112.46 - $124.05 $84,345 - $93,037	750 Added 0.23%	324,842 $38.3 Million
Q1 2025 May 08, 2025	BUY	$105.87 - $121.97 $779,626 - $898,187	7,364 Added 2.33%	324,092 $39.5 Million
Q4 2024 Feb 11, 2025	SELL	$105.76 - $120.76 $94,549 - $107,959	-894 Reduced 0.28%	316,728 $34.1 Million
Q3 2024 Nov 12, 2024	BUY	$99.35 - $117.71 $431,775 - $511,567	4,346 Added 1.39%	317,622 $36.6 Million
Q2 2024 Dec 12, 2024	BUY	$92.87 - $104.6 $28.7 Million - $32.3 Million	308,654 Added 6677.93%	313,276 $31.4 Million
Q2 2024 Aug 05, 2024	BUY	$92.87 - $104.6 $28.7 Million - $32.3 Million	308,654 Added 6677.93%	313,276 $31.4 Million
Q1 2024 Dec 12, 2024	SELL	$90.65 - $99.39 $9,790 - $10,734	-108 Reduced 2.28%	4,622 $446,000
Q1 2024 May 08, 2024	SELL	$90.65 - $99.39 $15,954 - $17,492	-176 Reduced 3.67%	4,622 $446,000
Q4 2023 Dec 12, 2024	BUY	$85.44 - $98.31 $22,299 - $25,658	261 Added 5.84%	4,730 $458,000
Q4 2023 Feb 09, 2024	BUY	$85.44 - $98.31 $28,109 - $32,343	329 Added 7.36%	4,798 $465,000
Q3 2023 Dec 12, 2024	SELL	$86.65 - $95.56 $33,273 - $36,695	-384 Reduced 7.91%	4,469 $394,000
Q3 2023 Nov 08, 2023	SELL	$86.65 - $95.56 $33,273 - $36,695	-384 Reduced 7.91%	4,469 $394,000
Q2 2023 Dec 12, 2024	SELL	$88.01 - $99.74 $27.5 Million - $31.2 Million	-312,769 Reduced 98.47%	4,853 $435,000
Q3 2022 Dec 12, 2024	SELL	$24.9 - $110.88 $7.79 Million - $34.7 Million	-312,769 Reduced 98.47%	4,853 $451,000
Q3 2022 Nov 10, 2022	SELL	$24.9 - $110.88 $298 - $1,330	-12 Reduced 0.25%	4,853 $451,000
Q2 2022 Aug 04, 2022	BUY	$97.82 - $115.43 $33,650 - $39,707	344 Added 7.61%	4,865 $522,000
Q1 2022 May 11, 2022	SELL	$97.04 - $111.66 $25,521 - $29,366	-263 Reduced 5.5%	4,521 $505,000
Q4 2021 Feb 02, 2022	SELL	$96.62 - $104.9 $193 - $209	-2 Reduced 0.04%	4,784 $501,000
Q2 2021 Aug 09, 2021	BUY	$96.28 - $103.74 $3,851 - $4,149	40 Added 0.84%	4,786 $472,000
Q2 2021 Jul 27, 2021	SELL	$96.28 - $103.74 $3,851 - $4,149	-40 Reduced 0.84%	4,746 $435,000
Q1 2021 Apr 27, 2021	BUY	$85.59 - $97.58 $3,423 - $3,903	40 Added 0.84%	4,786 $461,000
Q2 2020 Jul 17, 2020	BUY	$76.02 - $91.91 $284,770 - $344,294	3,746 Added 374.6%	4,746 $379,000
Q2 2020 Jul 17, 2020	SELL	$76.02 - $91.91 $288,039 - $348,246	-3,789 Reduced 79.12%	1,000 $379,000
Q1 2020 May 05, 2020	SELL	$64.15 - $102.43 $29,380 - $46,912	-458 Reduced 8.73%	4,789 $387,000
Q4 2019 Feb 04, 2020	SELL	$86.66 - $97.17 $18,025 - $20,211	-208 Reduced 3.81%	5,247 $478,000
Q3 2019 Oct 30, 2019	BUY	$86.49 - $96.28 $11,070 - $12,323	128 Added 2.4%	5,455 $522,000
Q2 2019 Aug 05, 2019	BUY	$85.53 - $91.12 $55,508 - $59,136	649 Added 13.87%	5,327 $0
Q1 2019 May 06, 2019	BUY	$83.66 - $91.53 $55,717 - $60,958	666 Added 16.6%	4,678 $0
Q2 2018 Jul 19, 2018	BUY	$72.12 - $80.5 $81,928 - $91,448	1,136 Added 39.5%	4,012 $317,000
Q1 2018 May 10, 2018	SELL	$74.32 - $83.23 $445 - $499	-6 Reduced 0.21%	2,876 $223,000
Q4 2017 Feb 02, 2018	BUY	$83.6 - $91.09 $501 - $546	6 Added 0.21%	2,882 $243,000
Q3 2017 Nov 07, 2017	BUY	$83.92 - $88.34 $241,353 - $254,065	2,876	2,876 $242,000

Others Institutions Holding DUK

# of Institutions

2,566

Shares Held

538M

Call Options Held

6.6M

Put Options Held

3.27M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $95.8B
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...

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Heritage Wealth Advisors Duke Energy Corp Transaction History