Skip to main content
Equibles

Capital Wealth Planning, LLC

Position in DUK — Duke Energy CORP

CIK 1566728 NAPLES, FL
Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$362,736,002
+$3,853,817 QoQ
Shares Held
2,865,666
+4.6% QoQ
Ownership
0.368%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#32
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 55% Shared 0% None 45%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Capital Wealth Planning, LLC holds $368,722,708 across 2 Utilities - Regulated Electric names. DUK ranks #1 (98.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DUK
Duke Energy CORP
This page 		2,865,666 $362,736,002
2 EXC
Exelon Corp
 128,415 $5,986,706

All Filings in DUK

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $362,736,002 2,865,666
2026-03-31 $358,882,185 2,740,814
2025-12-31 $313,969,957 2,678,696
2025-09-30 $302,430,892 2,443,886
2025-06-30 $263,686,812 2,234,634
2025-03-31 $264,575,128 2,169,182
2024-12-31 $222,520,162 2,065,344
2024-09-30 $109,968,873 953,763
2024-06-30 $95,892,546 956,725
2024-03-31 $190,844,515 1,973,369
2023-12-31 $188,457,501 1,942,060
2023-09-30 $201,798,987 2,286,415
2023-06-30 $240,246,543 2,677,140
2023-03-31 $225,140,430 2,333,787
2022-12-31 $219,210,610 2,128,465
2022-09-30 $169,950,423 1,827,031
2022-06-30 $176,988,271 1,650,856
2022-03-31 $169,826,484 1,520,925
2021-12-31 $139,902,297 1,333,673
2021-09-30 $114,352,545 1,171,765
2021-06-30 $107,459,285 1,088,526
2021-03-31 $94,490,320 978,870
2020-12-31 $72,579,520 792,699
2020-09-30 $58,259,195 657,850
2020-06-30 $46,665,506 584,122
2020-03-31 $41,920,184 518,301