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Duke Energy shares owned by Goodman Advisory Group

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Goodman Advisory Group from 13F filings

Historical chart of Goodman Advisory Group investment in Duke Energy

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All positions including Duke Energy held by Goodman Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Goodman Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 38k 115.30
2024-06-30 $2.9M 29k 100.23

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Spdr Portfolio MF Closed and MF Open (SPLG)
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Invesco National MF Closed and MF Open (PZA)
Vanguard Municipal MF Closed and MF Open (VTEB)
Invesco Ftse MF Closed and MF Open (PRF)
Microsoft Corp Common Stock (MSFT)
Spdr Bloomberg MF Closed and MF Open (CWB)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Vanguard Growth MF Closed and MF Open (VUG)
Spdr Msci MF Closed and MF Open (QUS)
Pimco 25 MF Closed and MF Open (ZROZ)
Alphabet Common Stock (GOOGL)
Spdr Portfolio MF Closed and MF Open (SPTL)

View all positions for Goodman Advisory Group

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy