VVP
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Venture Visionary Partners’s Duke Energy DUK Stock Holding History

Venture Visionary Partners’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$947K Buy
8,305
+1,061
+15% +$130K 0.02% 364
2026
Q2 		$917K Buy
7,244
+586
+9% +$73.9K 0.03% 357
2026
Q1 		$872K Sell
6,658
-353
-5% -$44.1K 0.03% 339
2025
Q4 		$842K Buy
7,011
+269
+4% +$32.8K 0.03% 343
2025
Q3 		$834K Sell
6,742
-105
-2% -$12.7K 0.03% 319
2025
Q2 		$808K Buy
6,847
+353
+5% +$41.7K 0.03% 311
2025
Q1 		$792K Buy
6,494
+772
+13% +$88K 0.03% 303
2024
Q4 		$617K Sell
5,722
-115
-2% -$13K 0.03% 329
2024
Q3 		$673K Sell
5,837
-371
-6% -$41.3K 0.03% 327
2024
Q2 		$622K Buy
6,208
+156
+3% +$15.6K 0.03% 338
2024
Q1 		$585K Sell
6,052
-312
-5% -$29.6K 0.03% 345
2023
Q4 		$618K Buy
6,364
+56
+0.9% +$5.09K 0.03% 321
2023
Q3 		$557K Buy
6,308
+362
+6% +$33.2K 0.03% 312
2023
Q2 		$534K Sell
5,946
-2,193
-27% -$207K 0.03% 330
2023
Q1 		$785K Sell
8,139
-322
-4% -$31.8K 0.05% 266
2022
Q4 		$871K Buy
8,461
+102
+1% +$9.79K 0.06% 238
2022
Q3 		$777K Sell
8,359
-316
-4% -$33.9K 0.06% 234
2022
Q2 		$930K Buy
8,675
+28
+0.3% +$3.08K 0.07% 213
2022
Q1 		$965K Buy
8,647
+406
+5% +$42.2K 0.06% 224
2021
Q4 		$864K Buy
8,241
+30
+0.4% +$3.04K 0.06% 245
2021
Q3 		$801K Buy
8,211
+1,891
+30% +$196K 0.06% 246
2021
Q2 		$623K Sell
6,320
-296
-4% -$29.7K 0.05% 276
2021
Q1 		$638K Buy
6,616
+2,402
+57% +$219K 0.05% 262
2020
Q4 		$385K Buy
+4,214
New +$390K 0.04% 279

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Venture Visionary Partners's DUK Position: Q3 2026 in Review

Venture Visionary Partners increased its Duke Energy (DUK) stake by 15% in Q3 2026, buying an estimated $130K and bringing the position to 8,305 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #364.

Venture Visionary Partners first reported a position in DUK in Q4 2020 and has held it in 24 quarters since. The position peaked at $965K in Q1 2022. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Venture Visionary Partners held 8,305 shares of Duke Energy worth $947K as of Q3 2026.
  • Venture Visionary Partners bought 1,061 Duke Energy shares in Q3 2026, an estimated $130K.
  • Duke Energy made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #364 holding.
  • Venture Visionary Partners first reported a position in Duke Energy in Q4 2020 and has held it in 24 quarters since.
  • Venture Visionary Partners's Duke Energy position peaked at $965K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.