Duke Energy shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $260k | 2.2k | 117.21 |
| 2025-09-30 | $270k | 2.2k | 123.75 |
| 2025-06-30 | $258k | 2.2k | 118.00 |
| 2025-03-31 | $268k | 2.2k | 121.97 |
| 2024-12-31 | $235k | 2.2k | 107.74 |
| 2024-09-30 | $249k | 2.2k | 115.30 |
| 2020-12-31 | $201k | 2.2k | 91.57 |
| 2019-09-30 | $213k | 2.2k | 95.77 |
| 2019-03-31 | $200k | 2.2k | 89.93 |
| 2018-03-31 | $259k | 3.3k | 77.34 |
| 2017-12-31 | $300k | 3.6k | 84.10 |
| 2015-06-30 | $272k | 3.9k | 70.65 |
| 2015-03-31 | $392k | 5.1k | 76.86 |