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Duke Energy shares owned by Asset Planning

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Asset Planning from 13F filings

Historical chart of Asset Planning investment in Duke Energy

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All positions including Duke Energy held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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