CPL
DUK icon

Capital & Planning LLC’s Duke Energy DUK Stock Holding History

Capital & Planning LLC’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.08M Buy
43,012
+3,144
+8% +$371K 3.45% 8
2025
Q1 		$4.86M Buy
39,868
+3,426
+9% +$418K 3.61% 10
2024
Q4 		$3.93M Buy
+36,442
New +$3.93M 2.87% 11