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Duke Energy shares owned by Capital & Planning

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

Historical chart of Capital & Planning investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Capital & Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 47k 123.75
2025-06-30 $5.1M 43k 118.00
2025-03-31 $4.9M 40k 121.97
2024-12-31 $3.9M 36k 107.74