Duke Energy shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Capital Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302M | 2.4M | 123.75 |
| 2025-06-30 | $264M | 2.2M | 118.00 |
| 2025-03-31 | $265M | 2.2M | 121.97 |
| 2024-12-31 | $223M | 2.1M | 107.74 |
| 2024-09-30 | $110M | 954k | 115.30 |
| 2024-06-30 | $96M | 957k | 100.23 |
| 2024-03-31 | $191M | 2.0M | 96.71 |
| 2023-12-31 | $189M | 1.9M | 97.04 |
| 2023-09-30 | $202M | 2.3M | 88.26 |
| 2023-06-30 | $240M | 2.7M | 89.74 |
| 2023-03-31 | $225M | 2.3M | 96.47 |
| 2022-12-31 | $219M | 2.1M | 102.99 |
| 2022-09-30 | $170M | 1.8M | 93.02 |
| 2022-06-30 | $177M | 1.7M | 107.21 |
| 2022-03-31 | $170M | 1.5M | 111.66 |
| 2021-12-31 | $140M | 1.3M | 104.90 |
| 2021-09-30 | $114M | 1.2M | 97.59 |
| 2021-06-30 | $108M | 1.1M | 98.72 |
| 2021-03-31 | $95M | 979k | 96.53 |
| 2020-12-31 | $72M | 793k | 90.29 |
| 2020-09-30 | $58M | 658k | 88.55 |
| 2020-06-30 | $47M | 584k | 79.92 |
| 2020-03-31 | $42M | 518k | 80.88 |
| 2019-12-31 | $45M | 492k | 91.21 |
| 2019-09-30 | $43M | 451k | 96.07 |
| 2019-06-30 | $35M | 393k | 88.24 |
| 2019-03-31 | $1.4M | 15k | 90.04 |
| 2018-12-31 | $1.2M | 14k | 86.51 |
| 2018-09-30 | $1.7M | 22k | 79.90 |
| 2018-06-30 | $318k | 4.0k | 79.08 |
| 2018-03-31 | $312k | 4.0k | 77.59 |
| 2017-09-30 | $337k | 4.0k | 83.81 |
| 2017-06-30 | $351k | 4.2k | 83.55 |
| 2017-03-31 | $330k | 4.0k | 82.07 |
| 2016-12-31 | $312k | 4.0k | 77.59 |
| 2016-09-30 | $322k | 4.0k | 80.08 |
| 2016-06-30 | $344k | 4.0k | 85.55 |
| 2016-03-31 | $324k | 4.0k | 80.58 |
| 2015-12-31 | $287k | 4.0k | 71.38 |
| 2015-09-30 | $284k | 4.0k | 70.63 |
| 2015-06-30 | $284k | 4.0k | 70.63 |
| 2015-03-31 | $866k | 11k | 76.85 |
| 2014-12-31 | $1.1M | 14k | 83.64 |
| 2014-09-30 | $1.2M | 15k | 74.91 |
| 2014-06-30 | $924k | 13k | 74.11 |
| 2014-03-31 | $1.1M | 16k | 71.22 |
| 2013-09-30 | $774k | 12k | 66.72 |
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