Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,825,503
-$1,922,448 QoQ
Shares Held
251,426
-2.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#177
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Heritage Wealth Advisors holds $35,099,998 across 16 Utilities - Regulated Electric names. DUK ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
251,426 | $31,825,503 | |
| 2 | D |
Dominion Energy, Inc
|
16,444 | $1,122,960 | |
| 3 | NEE |
Nextera Energy Inc
|
5,640 | $495,022 | |
| 4 | ETR |
Entergy Corp /De/
|
4,276 | $491,141 | |
| 5 | SO |
Southern Co
|
4,669 | $446,869 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,462 | $336,826 | |
| 7 | XEL |
Xcel Energy Inc
|
1,040 | $83,512 | |
| 8 | DTE |
Dte Energy Co
|
450 | $68,566 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,825,503 | 251,426 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $33,747,951 | 257,736 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $37,971,703 | 323,963 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,115,418 | 324,165 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,331,356 | 324,842 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $39,529,501 | 324,092 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $34,124,274 | 316,728 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $36,621,816 | 317,622 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $31,399,653 | 313,276 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $446,993 | 4,622 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $458,999 | 4,730 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $394,433 | 4,469 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $435,508 | 4,853 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $468,168 | 4,853 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $499,810 | 4,853 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $451,426 | 4,853 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $521,576 | 4,865 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $504,814 | 4,521 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $501,841 | 4,784 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $467,065 | 4,786 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $472,473 | 4,786 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $461,992 | 4,786 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $434,543 | 4,746 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $420,305 | 4,746 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $379,157 | 4,746 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $387,334 | 4,789 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||