DUK — Duke Energy Corp

Ownership history in Capital Wealth Planning, LLC  ·  46 quarters on record

This page tracks every 13F SEC filing in which Capital Wealth Planning, LLC reported a position in Duke Energy Corp (DUK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.78% (2023 Q1)
Avg. % of fund
1.69%
First filed
2014 Q1
Last filed
2025 Q4
Quarters held
46
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,678,696 +234,810 +9.6% 2.03% $314.3M $116.22
2025 Q3 ADDED 2,443,886 +209,252 +9.4% 2.13% $302.4M $121.65
2025 Q2 ADDED 2,234,634 +65,452 +3.0% 2.08% $263.7M $115.00
2025 Q1 ADDED 2,169,182 +103,838 +5.0% 2.29% $264.6M $117.80
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DUK price (monthly, adj. close)

Other funds also holding DUK

As of 2025 Q4 — sorted by position size

Reliant Investment Partners, LLC 5.75% Bruce & Co., Inc. 3Y 7Y 5.66% CINCINNATI CASUALTY CO 3Y 7Y 3.94% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.42% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 3.07% Ausbil Investment Management Ltd 3Y 2.94% Wealth Group, Ltd. 2.71% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.71% Slocum, Gordon & Co LLP 2.56% EDGAR LOMAX CO/VA 3Y 7Y 2.47%
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