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Duke Energy shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $3.1M 49k 63.80
2012-09-30 $3.1M 48k 64.78

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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
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Vanguard Index Fds Mid Cap Etf (VO)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy