Duke Energy shares owned by Strategic Planning Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Strategic Planning Group
from 13F filings
Historical chart of Strategic Planning Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Strategic Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 56k | 123.75 |
| 2025-06-30 | $5.1M | 43k | 118.00 |
| 2025-03-31 | $5.0M | 41k | 121.97 |
| 2024-12-31 | $4.1M | 38k | 107.74 |
| 2024-09-30 | $4.2M | 36k | 115.30 |
| 2024-06-30 | $3.4M | 34k | 100.23 |
| 2024-03-31 | $2.6M | 27k | 96.71 |
| 2023-12-31 | $2.2M | 23k | 97.04 |