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VIRGINIA WEALTH MANAGEMENT GROUP, INC.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VIRGINIA WEALTH MANAGEMENT GROUP, INC. on DUK, newest first. How the timeline and the estimate are built.

VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 40,746 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,746 shares
    Change vs previous 13F +508 shares

    2.29% of the 13F portfolio, value $4,645,468.

    13F-HR 0001898282-26-000004 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,238 shares
    Change vs previous 13F +349 shares

    2.54% of the 13F portfolio, value $5,093,331.

    13F-HR 0001898282-26-000003 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 39,889 shares
    Change vs previous 13F +359 shares

    2.8% of the 13F portfolio, value $5,223,055.

    13F-HR 0001898282-26-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 39,530 shares
    Change vs previous 13F +272 shares

    2.71% of the 13F portfolio, value $4,633,290.

    13F-HR 0001898282-26-000001 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 39,258 shares
    Change vs previous 13F +93 shares

    2.8% of the 13F portfolio, value $4,858,123.

    13F-HR 0001898282-25-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 39,165 shares
    Change vs previous 13F +64 shares

    2.81% of the 13F portfolio, value $4,621,427.

    13F-HR 0001085146-25-003923 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 39,101 shares
    Change vs previous 13F -239 shares

    2.95% of the 13F portfolio, value $4,769,103.

    13F-HR 0001085146-25-002108 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 39,340 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $4,238,459.

    13F-HR 0001085146-25-000503 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).