Position in DUK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,804,733
+$456,900 QoQ
Shares Held
21,420
+6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Compound Planning, Inc. holds $26,185,295 across 27 Utilities - Regulated Electric names. DUK ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
85,498 | $7,941,053 | |
| 2 | DUK |
Duke Energy CORP
This page
|
21,420 | $2,804,733 | |
| 3 | SO |
Southern Co
|
23,390 | $2,257,602 | |
| 4 | ETR |
Entergy Corp /De/
|
16,395 | $1,842,141 | |
| 5 | AEP |
American Electric Power Co Inc
|
10,786 | $1,413,828 | |
| 6 | NGG |
National Grid PLC
|
14,947 | $1,264,516 | |
| 7 | LNT |
Alliant Energy Corp
|
10,953 | $785,987 | |
| 8 | D |
Dominion Energy, Inc
|
11,521 | $712,228 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,804,733 | 21,420 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,347,833 | 20,031 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,866,892 | 15,086 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,663,092 | 14,094 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,784,299 | 14,629 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,432,080 | 13,292 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,427,068 | 12,377 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,209,475 | 12,067 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,099,979 | 11,374 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $593,981 | 6,121 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $226,916 | 2,571 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $221,568 | 2,469 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||