Phillips Wealth Planners LLC's ownership history for DUK

Phillips Wealth Planners LLC currently holds 10.8K shares with a market value of $1.3M. It started holding DUK on 2024-09-30. At its peak, it held 10.8K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 5.3K shares on 2024-09-30, with a value of $592.6K on 2024-12-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 749. In the recent year, Phillips Wealth Planners LLC has increased its shares by 5.5K.