Duke Energy shares owned by Valley National Advisers
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $207k | 1.6k | 130.85 |
| 2025-12-31 | $171k | 1.5k | 116.64 |
| 2025-09-30 | $181k | 1.5k | 123.47 |
| 2025-06-30 | $172k | 1.5k | 117.65 |
| 2025-03-31 | $177k | 1.5k | 121.32 |
| 2024-12-31 | $159k | 1.5k | 107.29 |
| 2024-09-30 | $166k | 1.4k | 115.12 |
| 2024-06-30 | $181k | 1.8k | 100.06 |
| 2024-03-31 | $185k | 1.9k | 96.25 |
| 2023-12-31 | $183k | 1.9k | 96.77 |
| 2023-09-30 | $148k | 1.7k | 88.04 |
| 2023-06-30 | $160k | 1.8k | 89.79 |
| 2023-03-31 | $190k | 1.9k | 99.11 |
| 2022-12-31 | $202k | 1.9k | 105.37 |
| 2022-09-30 | $174k | 1.9k | 90.77 |
| 2022-06-30 | $193k | 1.8k | 106.98 |
| 2022-03-31 | $201k | 1.8k | 111.42 |
| 2021-12-31 | $147k | 1.4k | 104.63 |
| 2021-09-30 | $133k | 1.4k | 97.87 |
| 2021-06-30 | $134k | 1.4k | 98.60 |
| 2021-03-31 | $136k | 1.4k | 96.59 |
| 2020-12-31 | $129k | 1.4k | 91.62 |
| 2020-09-30 | $125k | 1.4k | 88.78 |
| 2020-06-30 | $80k | 1.0k | 79.68 |
| 2020-03-31 | $77k | 946 | 81.40 |
| 2019-12-31 | $82k | 898 | 91.31 |
| 2019-09-30 | $54k | 559 | 96.60 |
| 2019-06-30 | $49k | 558 | 87.81 |
| 2019-03-31 | $52k | 581 | 89.50 |
| 2018-12-31 | $302k | 3.5k | 86.41 |
| 2018-09-30 | $274k | 3.4k | 79.91 |
| 2018-06-30 | $413k | 5.2k | 79.00 |
| 2018-03-31 | $174k | 2.2k | 77.57 |
| 2017-12-31 | $219k | 2.6k | 83.94 |
| 2017-09-30 | $217k | 2.6k | 83.75 |
| 2017-06-30 | $215k | 2.6k | 83.56 |
| 2017-03-31 | $219k | 2.7k | 81.99 |
| 2016-12-31 | $206k | 2.7k | 77.65 |
| 2016-09-30 | $216k | 2.7k | 80.21 |
| 2016-06-30 | $237k | 2.8k | 85.68 |
| 2016-03-31 | $219k | 2.7k | 80.60 |
| 2015-12-31 | $157k | 2.2k | 71.40 |
| 2015-09-30 | $157k | 2.2k | 72.02 |
| 2015-06-30 | $153k | 2.2k | 70.83 |
| 2015-03-31 | $44k | 579 | 75.99 |
| 2014-12-31 | $28k | 410 | 68.29 |