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STRATEGIC PLANNING GROUP, LLC: DUK position timeline

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

STRATEGIC PLANNING GROUP, LLC held 48,333 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,333 shares
    Change vs previous 13F +2,526 shares

    0.67% of the 13F portfolio, value $6,118,117.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 45,807 shares
    Change vs previous 13F -15,871 shares

    0.84% of the 13F portfolio, value $5,998,097.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, 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 61,678 shares
    Change vs previous 13F +5,959 shares

    0.93% of the 13F portfolio, value $7,229,348.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, 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 55,719 shares
    Change vs previous 13F +12,913 shares

    0.93% of the 13F portfolio, value $6,895,245.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, 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 42,806 shares
    Change vs previous 13F +1,915 shares

    0.82% of the 13F portfolio, value $5,051,223.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, 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 40,891 shares
    Change vs previous 13F +3,098 shares

    0.98% of the 13F portfolio, value $4,987,493.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, 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 37,793 shares
    Change vs previous 13F +1,530 shares

    0.75% of the 13F portfolio, value $4,071,899.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, 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 36,263 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,181,128.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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