Gibson Wealth Advisors »

Duke Energy shares owned by Gibson Wealth Advisors

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

Historical chart of Gibson Wealth Advisors investment in Duke Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Gibson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $76M 787k 96.22
2022-09-30 $977k 11k 93.05
2022-06-30 $1.1M 11k 107.24
2022-03-31 $1.2M 11k 111.62
2021-12-31 $1.0M 9.7k 104.93

More positions owned by Gibson Wealth Advisors

Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI)
Vanguard Strm Infproidx Etf Strm Infproidx Etf (VTIP)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Norfolk Southern (NSC)
Vanguard Small Cp Etf Small Cp Etf (VB)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Vanguard Allwrld Ex Us Etf Allwrld Ex Us Etf (VEU)
Duke Energy (DUK)
Pepsi (PEP)
Merck & Co (MRK)
Procter & Gamble Company (PG)
Fidelity Covington Trust Msci Utils Index Etf Msci Utils Index Etf (FUTY)
Apple (AAPL)

View all positions for Gibson Wealth Advisors

Top funds holding Duke Energy

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Royal Bank of Canada
Bank of America Corporation
Charles Schwab Investment Management
Franklin Resources
Legal & General Group
Neuberger Berman Group
Federated Investors
Bank of New York Mellon
CalPERS
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
State Farm Mutual Automobile Insurance Company

View all funds holding Duke Energy