DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 323,963 Value ($000) $37,972 Avg Close $121.57 Range $113.90 - $128.91
Q3 2025
Shares 324,165 Value ($000) $40,115 Avg Close $119.80 Range $113.43 - $125.66
Q2 2025
Shares 324,842 Value ($000) $38,331 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 324,092 Value ($000) $39,529 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 316,728 Value ($000) $34,124 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 317,622 Value ($000) $36,622 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 313,276 Value ($000) $31,400 Avg Close $94.26 Range $86.98 - $99.33
Q1 2024
Shares 4,622 Value ($000) $447 Avg Close $88.45 Range $83.73 - $92.65
Q4 2023
Shares 4,730 Value ($000) $459 Avg Close $83.85 Range $76.14 - $92.24
Q3 2023
Shares 4,469 Value ($000) $394 Avg Close $83.56 Range $78.87 - $88.07
Q2 2023
Shares 4,853 Value ($000) $436 Avg Close $85.15 Range $79.04 - $90.07
Q1 2023
Shares 4,853 Value ($000) $468 Avg Close $88.17 Range $81.98 - $94.52
Q4 2022
Shares 4,853 Value ($000) $500 Avg Close $84.81 Range $73.62 - $93.71
Q3 2022
Shares 4,853 Value ($000) $451 Avg Close $94.02 Range $81.57 - $99.92
Q2 2022
Shares 4,865 Value ($000) $522 Avg Close $95.38 Range $84.37 - $100.41
Q1 2022
Shares 4,521 Value ($000) $505 Avg Close $89.19 Range $82.41 - $97.15
Q4 2021
Shares 4,784 Value ($000) $502 Avg Close $86.27 Range $82.54 - $89.93
Q3 2021
Shares 4,786 Value ($000) $467,066 Avg Close $87.25 Range $81.74 - $91.73
Q2 2021
Shares 4,786 Value ($000) $472,474 Avg Close $83.88 Range $79.19 - $90.57
Q1 2021
Shares 4,786 Value ($000) $461,993 Avg Close $75.46 Range $71.07 - $81.33
Q4 2020
Shares 4,746 Value ($000) $435 Avg Close $75.68 Range $71.30 - $80.48
Q3 2020
Shares 4,746 Value ($000) $420,306 Avg Close $66.72 Range $63.65 - $72.83
Q2 2020
Shares 4,746 Value ($000) $379,158 Avg Close $67.61 Range $60.11 - $74.18
Q1 2020
Shares 4,789 Value ($000) $387,334 Avg Close $72.71 Range $49.41 - $82.54
Q4 2019
Shares 5,247 Value ($000) $478,579 Avg Close $71.81 Range $67.97 - $75.87
Q3 2019
Shares 5,455 Value ($000) $522 Avg Close $70.54 Range $66.43 - $75.43
Q2 2019
Shares 5,327 Value ($000) $470,054 Avg Close $67.76 Range $64.97 - $69.91
Q1 2019
Shares 4,678 Value ($000) $421,020 Avg Close $66.91 Range $62.24 - $69.91
Q4 2018
Shares 4,012 Value ($000) $346 Avg Close $63.89 Range $58.63 - $68.95
Q3 2018
Shares 4,012 Value ($000) $321 Avg Close $60.03 Range $57.51 - $62.55
Q2 2018
Shares 4,012 Value ($000) $317 Avg Close $56.43 Range $53.12 - $59.17
Q1 2018
Shares 2,876 Value ($000) $223 Avg Close $56.05 Range $52.58 - $60.86
Q4 2017
Shares 2,882 Value ($000) $243 Avg Close $62.65 Range $59.62 - $65.53
Q3 2017
Shares 2,876 Value ($000) $242 Avg Close $60.82 Range $58.45 - $63.11
Q2 2017
Shares 2,876 Value ($000) $240 Avg Close $59.10 Range $56.83 - $61.82
Q1 2017
Shares 2,876 Value ($000) $236 Avg Close $55.30 Range $52.66 - $58.45
Q4 2016
Shares 2,876 Value ($000) $223 Avg Close $52.67 Range $50.03 - $55.04
Q3 2016
Shares 2,876 Value ($000) $230 Avg Close $56.39 Range $53.27 - $60.01
Q2 2016
Shares 2,876 Value ($000) $247 Avg Close $53.82 Range $51.05 - $58.07
Q1 2016
Shares 2,776 Value ($000) $223 Avg Close $50.48 Range $46.51 - $54.07
Q3 2015
Shares 2,821 Value ($000) $203 Avg Close $47.18 Range $44.05 - $50.77
Q4 2014
Shares 2,733 Value ($000) $228 Avg Close $50.97 Range $46.74 - $55.42
Q3 2014
Shares 2,733 Value ($000) $204 Avg Close $45.64 Range $43.20 - $47.29