Duke Energy shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 19k | 115.30 |
| 2024-06-30 | $1.9M | 19k | 100.23 |
| 2024-03-31 | $2.1M | 21k | 96.71 |
| 2023-12-31 | $1.8M | 19k | 97.04 |
| 2023-09-30 | $2.2M | 25k | 88.26 |
| 2023-06-30 | $1.7M | 19k | 89.74 |
| 2023-03-31 | $2.4M | 25k | 96.47 |
| 2022-12-31 | $2.2M | 21k | 102.99 |
| 2022-09-30 | $1.7M | 19k | 93.05 |
| 2022-06-30 | $1.9M | 18k | 107.21 |
| 2022-03-31 | $2.2M | 19k | 111.66 |
| 2021-12-31 | $2.1M | 20k | 104.90 |
| 2021-09-30 | $2.0M | 20k | 97.57 |
| 2021-06-30 | $2.0M | 20k | 98.74 |
| 2021-03-31 | $1.9M | 20k | 96.51 |
| 2020-12-31 | $1.8M | 20k | 91.54 |
| 2020-09-30 | $1.7M | 20k | 88.54 |
| 2020-06-30 | $1.5M | 19k | 79.88 |
| 2020-03-31 | $1.3M | 14k | 90.16 |
| 2019-12-31 | $1.3M | 14k | 91.18 |
| 2019-09-30 | $1.3M | 14k | 95.87 |
| 2019-06-30 | $1.2M | 14k | 88.21 |
| 2019-03-31 | $1.3M | 15k | 90.00 |
| 2018-12-31 | $2.5M | 30k | 86.30 |
| 2018-09-30 | $2.5M | 31k | 82.77 |
| 2018-06-30 | $2.4M | 29k | 80.92 |
| 2018-03-31 | $2.2M | 29k | 77.49 |
| 2017-12-31 | $2.2M | 26k | 84.11 |
| 2017-09-30 | $1.8M | 22k | 83.92 |