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Duke Energy shares owned by Virginia Wealth Management Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Virginia Wealth Management Group from 13F filings

Historical chart of Virginia Wealth Management Group investment in Duke Energy

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All positions including Duke Energy held by Virginia Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Virginia Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 39k 115.30
2024-06-30 $3.1M 31k 100.23
2024-03-31 $3.0M 31k 96.71
2023-12-31 $2.2M 23k 97.04
2023-09-30 $2.5M 28k 88.26
2023-06-30 $2.5M 28k 89.74
2023-03-31 $2.7M 28k 96.47
2022-12-31 $2.8M 27k 102.99
2022-09-30 $2.6M 28k 93.01
2022-06-30 $5.5M 51k 107.20
2022-03-31 $2.7M 24k 114.04
2021-12-31 $2.4M 23k 104.90