SEC 13F Intelligence

Lifeplan Financial, LLC / DUK

Lifeplan Financial, LLC’s Duke Energy Corp New Position

Does Lifeplan Financial, LLC own Duke Energy Corp New (DUK)? Yes — 11.6K shares worth $2M (+1.13% of its 13F portfolio) as of Q1 2026, up from 10.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
11.6K
% of Portfolio
+1.13%
Quarters Held
10
currently held

Position History DUK

Reported value by quarter
Q4 ’23: $546,238Q4 ’23Q1 ’24: $532,098Q2 ’24: $578,928Q2 ’24Q3 ’24: $718,204Q4 ’24: $859,442Q4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.6K$2M+1.13%
Q4 202510.8K$1M+0.97%
Q3 202510.2K$1M+1.00%
Q2 202510.0K$1M+0.98%
Q1 20259.5K$1M+1.01%
Q4 20248.0K$859,442+0.76%
Q3 20246.2K$718,204+0.62%
Q2 20245.8K$578,928+0.53%
Q1 20245.5K$532,098+0.49%
Q4 20235.6K$546,238+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of DUK.