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Duke Energy shares owned by XY Planning Network

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by XY Planning Network from 13F filings

Historical chart of XY Planning Network investment in Duke Energy

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

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Quarterly reported holdings in Duke Energy by XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-12-31 $738k 6.3k 117.21

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
Wellington Management Company
FMR
GQG Partners
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Legal & General Group
Nuveen
Raymond James Financial

View all funds holding Duke Energy