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DUK
Showing 8 of 29 quarters

Position history for Capital Wealth Planning, LLC's holdings in DUKE ENERGY CORP NEW

Capital Wealth Planning, LLC holds 2.7M shares of DUK (DUKE ENERGY CORP NEW), worth $358.9M as of 2026-Q1. The position was increased (+2.3% shares). DUK represents 2.0% of Capital Wealth Planning, LLC's portfolio.

Current Value

$358.9M

Current Shares

2.7M

Total Value Change

+$263M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.7M
+2.3%
$358.9M2.0%$131.43
50
2025-Q4
Increased
2.7M
+9.6%
$314.3M2.0%$116.69
58
2025-Q3
Increased
2.4M
+9.4%
$302.4M2.1%$120.71
58
2025-Q2
Increased
2.2M
+3.0%
$263.7M2.1%$113.95
54
2025-Q1
Increased
2.2M
+5.0%
$264.6M2.3%$115.33
56
2024-Q4
Increased
2.1M
+116.5%
$222.5M2.1%$103.07
85
2024-Q3
Decreased
953,763
-0.3%
$110M1.0%$109.93
0
2024-Q2
Decreased
956,725
-51.5%
$95.9M1.0%$94.13
0

Other major holders of DUK: VANGUARD GROUP INC, BlackRock, Inc.

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