VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Position in DUK — Duke Energy CORP
CIK 1898282
VIRGINIA BEACH, VA
Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,093,326
-$129,739 QoQ
Shares Held
40,238
+0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
#510
of 2,443 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VIRGINIA WEALTH MANAGEMENT GROUP, INC. holds $14,356,052 across 3 Utilities - Regulated Electric names. DUK ranks #2 (35.5% of the industry book) .
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,093,326 | 40,238 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,223,065 | 39,889 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,633,311 | 39,530 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,858,177 | 39,258 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,621,470 | 39,165 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,769,148 | 39,101 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,238,491 | 39,340 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,496,815 | 39,001 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,086,683 | 30,796 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,995,302 | 30,972 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,227,747 | 22,957 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,473,663 | 28,027 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,494,682 | 27,799 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,690,162 | 27,886 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,797,311 | 27,161 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,569,212 | 27,620 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,559,317 | 23,872 | Shares | Sole | 2023-01-05 | |
| 2022-03-31 | $2,691,675 | 24,106 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,421,931 | 23,088 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||