Duke Energy shares owned by ValMark Advisers
Historical chart of ValMark Advisers investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 12k | 117.21 |
| 2025-09-30 | $1.4M | 11k | 123.75 |
| 2025-06-30 | $1.2M | 11k | 118.00 |
| 2025-03-31 | $1.2M | 9.5k | 121.98 |
| 2024-12-31 | $1.1M | 10k | 107.74 |
| 2024-09-30 | $1.1M | 9.8k | 115.30 |
| 2024-06-30 | $957k | 9.5k | 100.23 |
| 2024-03-31 | $930k | 9.6k | 96.71 |
| 2023-12-31 | $765k | 7.9k | 97.04 |
| 2023-09-30 | $520k | 5.9k | 88.27 |
| 2023-06-30 | $551k | 6.1k | 89.74 |
| 2023-03-31 | $482k | 5.0k | 96.47 |
| 2022-12-31 | $539k | 5.2k | 102.98 |
| 2022-09-30 | $293k | 3.1k | 93.08 |
| 2022-06-30 | $321k | 3.0k | 107.21 |
| 2022-03-31 | $323k | 2.9k | 111.69 |
| 2021-12-31 | $268k | 2.6k | 104.89 |
| 2021-09-30 | $368k | 3.8k | 97.51 |
| 2021-06-30 | $327k | 3.3k | 98.76 |
| 2021-03-31 | $228k | 2.4k | 96.61 |
| 2020-12-31 | $227k | 2.5k | 91.50 |
| 2020-09-30 | $224k | 2.5k | 88.54 |
| 2020-06-30 | $203k | 2.5k | 79.89 |
| 2019-12-31 | $234k | 2.6k | 91.26 |
| 2019-09-30 | $231k | 2.4k | 95.81 |