VisionPoint Advisory Group’s Duke Energy DUK Stock Holding History

VisionPoint Advisory Group’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	$200K	Sell	1,757 -340	-16%	-$41.7K	0.03%	448
2026 Q2	$265K	Sell	2,097 -360	-15%	-$45.4K	0.04%	392
2026 Q1	$322K	Sell	2,457 -35	-1%	-$4.38K	0.06%	319
2025 Q4	$292K	Buy	2,492 +80	+3%	+$9.77K	0.06%	309
2025 Q3	$298K	Buy	2,412 +147	+6%	+$17.8K	0.06%	296
2025 Q2	$267K	Buy	+2,265	New	+$267K	0.06%	289
2023 Q4	–	Sell	-77	Closed	-$6.78K	–	781
2023 Q3	$6.78K	Buy	+77	New	+$7.06K	﹤0.01%	477
2021 Q1	–	Sell	-2,919	Closed	-$267K	–	119
2020 Q4	$267K	Sell	2,919 -18,653	-86%	-$1.73M	0.13%	120
2020 Q3	$1.91M	Sell	21,572 -4,815	-18%	-$397K	0.82%	25
2020 Q2	$2.19M	Sell	26,387 -2,040	-7%	-$172K	0.88%	28
2020 Q1	$2.3M	Buy	28,427 +4,020	+16%	+$369K	1.08%	23
2019 Q4	$2.23M	Buy	24,407 +2,571	+12%	+$236K	0.92%	31
2019 Q3	$2.12M	Buy	21,836 +1,931	+10%	+$176K	0.58%	30
2019 Q2	$1.76M	Buy	19,905 +1,404	+8%	+$124K	0.5%	33
2019 Q1	$1.67M	Buy	+18,501	New	+$1.63M	0.47%	40

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

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

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

VisionPoint Advisory Group's DUK Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Duke Energy (DUK) stake by 16% in Q3 2026, selling an estimated $41.7K and leaving 1,757 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #448.

VisionPoint Advisory Group first reported a position in DUK in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.3M in Q1 2020. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

VisionPoint Advisory Group held 1,757 shares of Duke Energy worth $200K as of Q3 2026.
VisionPoint Advisory Group sold 340 Duke Energy shares in Q3 2026, an estimated $41.7K.
Duke Energy made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #448 holding.
VisionPoint Advisory Group first reported a position in Duke Energy in Q1 2019 and has held it in 15 quarters since.
VisionPoint Advisory Group's Duke Energy position peaked at $2.3M in Q1 2020.
125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.