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Duke Energy shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by Peak Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$220k	1.7k	130.94

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)

Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)

Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)

SPDR Gold MiniShares Exchange Traded Fund (TIPX)

State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)

State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)

State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)

State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)

State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)

Invesco QQQ Exchange Traded Fund (QQQ)

Vanguard Small-Cap Value Exchange Traded Fund (VBR)

Vanguard Small-Cap Growth Exchange Traded Fund (VBK)

Vanguard Value Exchange Traded Fund (VTV)

Vanguard Mid-Cap Value Exchange Traded Fund (VOE)

Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

Top funds holding Duke Energy

Vanguard Capital Management

State Street Corporation

Vanguard Portfolio Management

Geode Capital Management

Massachusetts Financial Services

Wellington Management Company

Franklin Resources

Bank of America Corporation

Charles Schwab Investment Management

Royal Bank of Canada

View all funds holding Duke Energy

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