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 $314.3M as of 2025-Q4. The position was increased (++9.6% shares). DUK represents 2.0% of Capital Wealth Planning, LLC's portfolio.
Current Value
$314.3M
Current Shares
2.7M
Total Value Change
+$218.4M
Total Shares Change
+1.7M
Other major holders of DUK: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 2.7M |
+9.6% |
| $314.3M |
| 2.0% |
| $116.69 |
58 |
| 2025-Q3 | Increased | 2.4M | +9.4% | $302.4M | 2.1% | $120.71 | 58 |
| 2025-Q2 | Increased | 2.2M | +3.0% | $263.7M | 2.1% | $113.95 | 54 |
| 2025-Q1 | Increased | 2.2M | +5.0% | $264.6M | 2.3% | $115.33 | 56 |
| 2024-Q4 | Increased | 2.1M | +116.5% | $222.5M | 2.1% | $103.07 | 85 |
| 2024-Q3 | Decreased | 953,763 | -0.3% | $110M | 1.0% | $109.93 | 0 |
| 2024-Q2 | Decreased | 956,725 | -51.5% | $95.9M | 1.0% | $94.13 | 0 |