Duke Energy shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 11k | 124.38 |
| 2025-06-30 | $1.2M | 11k | 116.31 |
| 2025-03-31 | $1.2M | 10k | 118.94 |
| 2024-12-31 | $593k | 5.6k | 105.87 |
| 2024-09-30 | $638k | 5.3k | 119.78 |
| 2024-06-30 | $661k | 6.4k | 102.83 |
| 2024-03-31 | $602k | 6.5k | 92.87 |
| 2023-12-31 | $559k | 5.8k | 95.86 |
| 2023-09-30 | $401k | 4.6k | 87.78 |
| 2023-06-30 | $403k | 4.5k | 89.74 |
| 2023-03-31 | $402k | 4.1k | 99.09 |
| 2022-12-31 | $401k | 4.0k | 100.04 |
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