Phillips Wealth Planners LLC / DUK
Phillips Wealth Planners LLC’s Duke Energy Corp New Position
Does Phillips Wealth Planners LLC own Duke Energy Corp New (DUK)? Yes — 11.2K shares worth $1M (+1.06% of its 13F portfolio) as of Q1 2026, up from 11.2K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
11.2K
% of Portfolio
+1.06%
Quarters Held
14
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.2K | $1M | +1.06% |
| Q4 2025 | 11.2K | $1M | +1.07% |
| Q3 2025 | 10.8K | $1M | +1.12% |
| Q2 2025 | 10.6K | $1M | +1.12% |
| Q1 2025 | 10.1K | $1M | +1.26% |
| Q4 2024 | 5.6K | $592,554 | +0.59% |
| Q3 2024 | 5.3K | $638,427 | +0.61% |
| Q2 2024 | 6.4K | $660,580 | +0.70% |
| Q1 2024 | 6.5K | $602,076 | +0.69% |
| Q4 2023 | 5.8K | $558,576 | +0.67% |
| Q3 2023 | 4.6K | $400,452 | +0.54% |
| Q2 2023 | 4.5K | $403,381 | +0.53% |
| Q1 2023 | 4.1K | $402,107 | +0.53% |
| Q4 2022 | 4.0K | $400,760 | +0.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phillips Wealth Planners LLC’s full portfolio or all institutional holders of DUK.