Duke Energy shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 2.4k | 123.75 |
| 2025-06-30 | $267k | 2.3k | 118.00 |
| 2023-09-30 | $6.8k | 77 | 88.03 |
| 2020-12-31 | $267k | 2.9k | 91.47 |
| 2020-09-30 | $1.9M | 22k | 88.54 |
| 2020-06-30 | $2.2M | 26k | 82.81 |
| 2020-03-31 | $2.3M | 28k | 80.87 |
| 2019-12-31 | $2.2M | 24k | 91.20 |
| 2019-09-30 | $2.1M | 22k | 97.18 |
| 2019-06-30 | $1.8M | 20k | 88.22 |
| 2019-03-31 | $1.7M | 19k | 90.00 |
More positions owned by VisionPoint Advisory Group
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