Comprehensive Financial Planning, Inc./PA
Position in DUK — Duke Energy CORP
CIK 2044855
EAST PETERSBURG, PA
Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,164
-$453 QoQ
Shares Held
104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,364
of 2,446 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Comprehensive Financial Planning, Inc./PA holds $13,164 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
104 | $13,164 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,164 | 104 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,617 | 104 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $12,189 | 104 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,870 | 104 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,272 | 104 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,684 | 104 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,204 | 104 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||