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
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |