Duke Energy shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 70k | 123.75 |
| 2025-06-30 | $7.3M | 62k | 118.00 |
| 2025-03-31 | $770k | 6.3k | 121.96 |
| 2024-12-31 | $673k | 6.2k | 107.74 |
| 2024-09-30 | $728k | 6.3k | 115.30 |
| 2024-06-30 | $623k | 6.2k | 100.23 |
| 2024-03-31 | $581k | 6.0k | 96.71 |
| 2023-12-31 | $586k | 6.0k | 97.04 |
| 2023-09-30 | $533k | 6.0k | 88.26 |
| 2023-06-30 | $545k | 6.1k | 89.74 |
| 2023-03-31 | $578k | 6.0k | 96.47 |
| 2022-12-31 | $510k | 4.9k | 103.07 |
| 2022-09-30 | $454k | 4.9k | 93.01 |
| 2022-06-30 | $522k | 4.9k | 107.30 |
| 2022-03-31 | $545k | 4.9k | 111.75 |
| 2021-12-31 | $510k | 4.9k | 104.83 |
| 2021-09-30 | $475k | 4.9k | 97.64 |
| 2021-06-30 | $484k | 4.9k | 98.78 |
| 2021-03-31 | $505k | 5.2k | 96.50 |
| 2020-12-31 | $494k | 5.4k | 91.60 |
| 2020-09-30 | $472k | 5.3k | 88.64 |
| 2020-06-30 | $382k | 4.8k | 79.95 |
| 2020-03-31 | $387k | 4.8k | 80.84 |
| 2019-12-31 | $380k | 4.2k | 91.35 |
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