Duke Energy shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $136k | 1.4k | 96.71 |
| 2023-12-31 | $137k | 1.4k | 97.04 |
| 2023-09-30 | $121k | 1.4k | 88.26 |
| 2023-06-30 | $123k | 1.4k | 89.74 |
| 2023-03-31 | $110k | 1.1k | 96.47 |
| 2022-12-31 | $105k | 1.0k | 102.99 |
| 2022-09-30 | $116k | 1.2k | 93.17 |
| 2022-06-30 | $135k | 1.3k | 107.57 |
| 2022-03-31 | $170k | 1.5k | 111.77 |
| 2021-12-31 | $160k | 1.5k | 105.19 |
| 2021-09-30 | $174k | 1.8k | 97.70 |
| 2021-06-30 | $171k | 1.7k | 98.73 |
| 2021-03-31 | $167k | 1.7k | 96.42 |
| 2020-12-31 | $159k | 1.7k | 91.80 |
| 2020-09-30 | $215k | 2.4k | 88.66 |
| 2020-06-30 | $194k | 2.4k | 80.00 |
| 2020-03-31 | $367k | 4.5k | 80.82 |
| 2019-12-31 | $414k | 4.5k | 91.17 |
More positions owned by Center for Financial Planning
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