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Comprehensive Financial Planning »

Duke Energy shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Comprehensive Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$13k	104	123.75
2025-06-30	$12k	104	118.00
2025-03-31	$13k	104	121.96
2024-12-31	$11k	104	107.74

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Top funds holding Duke Energy

State Street Corporation

Lombard Odier Asset Management

Geode Capital Management

Massachusetts Financial Services

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Charles Schwab Investment Management

Royal Bank of Canada

Franklin Resources

Legal & General Group

View all funds holding Duke Energy

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