Duke Energy shares owned by LifePlan Financial
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in Duke Energy
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Quarterly reported holdings in Duke Energy by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 10k | 123.75 |
| 2025-06-30 | $1.2M | 10k | 118.00 |
| 2025-03-31 | $1.2M | 9.5k | 121.97 |
| 2024-12-31 | $859k | 8.0k | 107.74 |
| 2024-09-30 | $718k | 6.2k | 115.30 |
| 2024-06-30 | $579k | 5.8k | 100.23 |
| 2024-03-31 | $532k | 5.5k | 96.71 |
| 2023-12-31 | $546k | 5.6k | 97.04 |