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Duke Energy shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning Partners investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 1.8k 115.30
2024-06-30 $209k 2.1k 100.23

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View all positions for Capasso Planning Partners

Top funds holding Duke Energy

BlackRock
Massachusetts Financial Services
Geode Capital Management
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon
Invesco
GQG Partners
American Century Companies
Wells Fargo & Company

View all funds holding Duke Energy