DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 3,123 Value ($000) $366 Avg Close $121.57 Range $113.90 - $128.91
Q3 2025
Shares 3,021 Value ($000) $374 Avg Close $119.80 Range $113.43 - $125.66
Q2 2025
Shares 3,021 Value ($000) $356 Avg Close $115.43 Range $108.33 - $122.02
Q1 2025
Shares 2,787 Value ($000) $340 Avg Close $110.55 Range $101.53 - $119.32
Q4 2024
Shares 2,787 Value ($000) $300 Avg Close $108.79 Range $101.94 - $115.91
Q3 2024
Shares 2,987 Value ($000) $344 Avg Close $105.91 Range $93.97 - $113.10
Q2 2024
Shares 2,987 Value ($000) $299 Avg Close $94.26 Range $86.98 - $99.33
Q1 2022
Shares 2,102 Value ($000) $235 Avg Close $89.19 Range $82.41 - $97.15