Duke Energy shares owned by Holistic Planning
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $536k | 4.6k | 117.22 |
| 2025-09-30 | $528k | 4.3k | 123.76 |
| 2025-06-30 | $421k | 3.6k | 117.99 |
| 2025-03-31 | $226k | 1.9k | 121.94 |