Duke Energy shares owned by Planned Solutions
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Duke Energy
Tip: Access up to 7 years of quarterly data
All positions including Duke Energy held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duke Energy by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 1.9k | 123.75 |
| 2025-06-30 | $219k | 1.9k | 118.00 |
| 2025-03-31 | $226k | 1.9k | 121.97 |
| 2024-09-30 | $214k | 1.9k | 115.30 |
| 2023-12-31 | $130k | 1.3k | 97.04 |
| 2020-12-31 | $68k | 738 | 92.14 |
| 2020-09-30 | $65k | 738 | 88.08 |