Position in DUK
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,827,342
+$1,013,444 QoQ
Shares Held
52,141
+11.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
4.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026CAPITAL & PLANNING, LLC holds $20,691,541 across 4 Utilities - Regulated Electric names. DUK ranks #2 (33.0% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,827,342 | 52,141 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $5,813,898 | 46,981 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,075,416 | 43,012 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,862,699 | 39,868 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,926,261 | 36,442 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||