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

Capital Wealth Planning, LLC holds 2.9M shares of DUK (DUKE ENERGY CORP), worth $362.7M as of 2026-Q2. The position was increased (+4.6% shares). DUK represents 1.8% of Capital Wealth Planning, LLC's portfolio.

Current Value

$362.7M

Current Shares

2.9M

Total Value Change

+$252.8M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+4.6%
$362.7M1.8%$125.48
51
2026-Q1
Increased
2.7M
+2.3%
$358.9M2.0%$128.69
50
2025-Q4
Increased
2.7M
+9.6%
$314.3M2.0%$114.22
58
2025-Q3
Increased
2.4M
+9.4%
$302.4M2.1%$119.55
58
2025-Q2
Increased
2.2M
+3.0%
$263.7M2.1%$113.02
54
2025-Q1
Increased
2.2M
+5.0%
$264.6M2.3%$115.77
56
2024-Q4
Increased
2.1M
+116.5%
$222.5M2.1%$101.33
85
2024-Q3
Decreased
953,763
-0.3%
$110M1.0%$107.41
0

Other major holders of DUK: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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