Capital Planning Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1631941 Roseville, CA

Position in DUK

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$292,127

+$32,390 QoQ

Shares Held

2,231

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $2,651,733 across 4 Utilities - Regulated Electric names. DUK ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	18,347	$1,704,069
2	PEG	Public Service Enterprise Group Inc	4,403	$356,422
3	SO	Southern Co	3,099	$299,115
4	DUK	Duke Energy CORP This page	2,231	$292,127

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$292,127	2,231	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$259,737	2,216	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$270,270	2,184	-0.3%	Shares	Sole	2025-11-07
2025-06-30	$258,420	2,190	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$267,968	2,197	+0.6%	Shares	Sole	2025-05-12
2024-12-31	$235,304	2,184	+1.2%	Shares	Sole	2025-01-17
2024-09-30	$248,932	2,159	-1.6%	Shares	Sole	2024-11-12
2020-12-31	$200,974	2,195	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.