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Capital Wealth Planning, LLC: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on DUK, newest first. How the timeline and the estimate are built.

Capital Wealth Planning, LLC held 2,865,666 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,865,666 shares
    Change vs previous 13F +124,852 shares

    1.81% of the 13F portfolio, value $362,735,952.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,740,814 shares
    Change vs previous 13F +62,118 shares

    1.98% of the 13F portfolio, value $358,882,128.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,678,696 shares
    Change vs previous 13F +234,810 shares

    2.03% of the 13F portfolio, value $314,250,157.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,443,886 shares
    Change vs previous 13F +209,252 shares

    2.13% of the 13F portfolio, value $302,430,837.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,234,634 shares
    Change vs previous 13F +65,452 shares

    2.08% of the 13F portfolio, value $263,686,837.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,169,182 shares
    Change vs previous 13F +103,838 shares

    2.29% of the 13F portfolio, value $264,575,098.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,065,344 shares
    Change vs previous 13F +1,111,581 shares

    2.06% of the 13F portfolio, value $222,520,209.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 953,763 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $109,968,829.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).