Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,051,988
-$70,287 QoQ
Shares Held
16,211
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#805
of 2,440 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $5,690,095 across 7 Utilities - Regulated Electric names. DUK ranks #1 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
16,211 | $2,051,988 | |
| 2 | NEE |
Nextera Energy Inc
|
12,100 | $1,062,017 | |
| 3 | XEL |
Xcel Energy Inc
|
10,343 | $830,542 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,260 | $582,810 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,727 | $464,803 | |
| 6 | SO |
Southern Co
|
4,456 | $426,483 | |
| 7 | D |
Dominion Energy, Inc
|
3,975 | $271,452 |
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,051,988 | 16,211 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,122,275 | 16,208 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,954,007 | 16,671 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,062,788 | 16,669 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,969,066 | 16,687 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,158,869 | 17,700 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,921,973 | 17,839 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,065,138 | 17,911 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,900,861 | 18,965 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||