Duke Energy shares owned by Asset Planning
Historical chart of Asset Planning investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Duke Energy by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $426k | 3.4k | 123.74 |
| 2025-06-30 | $406k | 3.4k | 118.01 |
| 2025-03-31 | $419k | 3.4k | 121.99 |
| 2024-12-31 | $369k | 3.4k | 107.74 |