Superior Planning, LLC’s Duke Energy DUK Stock Holding History

Superior Planning, LLC’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$105K	Buy	+917	New	+$112K	0.04%	234

Other funds holding DUK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Superior Planning, LLC's DUK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Duke Energy (DUK) in Q3 2026: 917 shares worth $105K. The stake represents 0.04% of the portfolio and ranks #234 among its holdings.

1,812 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Superior Planning, LLC held 917 shares of Duke Energy worth $105K as of Q3 2026.
Duke Energy was a new Superior Planning, LLC position in Q3 2026.
Duke Energy made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #234 holding.
1,812 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.