Strategic Planning Group »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 27k 96.71
2023-12-31 $2.2M 23k 97.04

More positions owned by Strategic Planning Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Active Growth (JGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Costco Wholesale Corporation (COST)
Wal-Mart Stores (WMT)
Principal Exchange Traded Active High Yl (YLD)

View all positions for Strategic Planning Group

Top funds holding Duke Energy

Vanguard Group
BlackRock
Wellington Management Company
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
FMR
Northern Trust
American Century Companies
Federated Investors

View all funds holding Duke Energy