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Duke Energy shares owned by Plan Group Financial

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Duke Energy

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All positions including Duke Energy held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $925k 8.0k 115.30
2024-06-30 $729k 7.3k 100.23
2024-03-31 $359k 3.7k 96.70
2023-06-30 $216k 2.4k 91.07

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy