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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 Tr Core S&p500 Etf (IVV)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Duke Energy

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy