Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

DUK holding history

Duke Energy CORP in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overview All 13F holders of DUK Full Q2 2026 holdings

Shares (Q2 2026): 251,426
Value: $31.8M
% of portfolio: 1.1%
Quarters held: 22; Since Q1 2021

Holdings of DUK by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	251,426	$31.8M	1.1%	−6,310−2.4%	Reduced	Holders
Q1 2026	257,736	$33.7M	1.3%	−66,227−20.4%	Reduced	Holders
Q4 2025	323,963	$38.0M	1.5%	−202−0.1%	Reduced	Holders
Q3 2025	324,165	$40.1M	1.8%	−677−0.2%	Reduced	Holders
Q2 2025	324,842	$38.3M	1.8%	+750+0.2%	Added	Holders
Q1 2025	324,092	$39.5M	2.0%	+7,364+2.3%	Added	Holders
Q4 2024	316,728	$34.1M	1.7%	−894−0.3%	Reduced	Holders
Q3 2024	317,622	$36.6M	1.7%	+4,346+1.4%	Added	Holders
Q2 2024	313,276	$31.4M	1.4%	+308,654+6,677.9%	Added	Holders
Q1 2024	4,622	$447.0K	<0.1%	−108−2.3%	Reduced	Holders
Q4 2023	4,730	$459.0K	<0.1%	+261+5.8%	Added	Holders
Q3 2023	4,469	$394.4K	<0.1%	−384−7.9%	Reduced	Holders
Q2 2023	4,853	$435.5K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	4,853	$468.2K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	4,853	$499.8K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	4,853	$451.4K	<0.1%	−12−0.2%	Reduced	Holders
Q2 2022	4,865	$522.0K	<0.1%	+344+7.6%	Added	Holders
Q1 2022	4,521	$505.0K	<0.1%	−263−5.5%	Reduced	Holders
Q4 2021	4,784	$502.0K	<0.1%	−20.0%	Reduced	Holders
Q3 2021	4,786	$467.1K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	4,786	$472.5K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	4,786	$462.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.