A detailed history of Heritage Wealth Management, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 17,911 shares of DUK stock, worth $2.02 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
17,911
Previous 18,965 5.56%
Holding current value
$2.02 Million
Previous $1.91 Billion 8.29%
% of portfolio
0.68%
Previous 0.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$99.35 - $117.71 $104,714 - $124,066
-1,054 Reduced 5.56%
17,911 $2.07 Billion
Q2 2024

Sep 09, 2024

BUY
$92.87 - $104.6 $1.76 Million - $1.98 Million
18,965 New
18,965 $1.91 Billion

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 $86.6B
  • 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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