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Duke Energy shares owned by Dixon Hughes Goodman Wealth Advisors

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Dixon Hughes Goodman Wealth Advisors from 13F filings

Historical chart of Dixon Hughes Goodman Wealth Advisors investment in Duke Energy

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All positions including Duke Energy held by Dixon Hughes Goodman Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Dixon Hughes Goodman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $2.1M 19k 111.66
2021-12-31 $1.7M 16k 104.88

More positions owned by Dixon Hughes Goodman Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Value Etf Etf (DFIV)
Vanguard Value Index Fund Etf (VTV)
Apple Stock (AAPL)
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)
Procter And Gamble Stock (PG)
Innovator U.s. Equity Power Buffer Etf A October Etf (POCT)
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Etf (SPY)
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)
Vanguard Ultra-short Bond Etf Etf (VUSB)

View all positions for Dixon Hughes Goodman Wealth Advisors

Top funds holding Duke Energy

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
FMR
Legal & General Group
Pathway Financial Advisers

View all funds holding Duke Energy