Novak & Powell Financial Services »

Duke Energy shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Novak & Powell Financial Services 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 Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $527k 4.6k 115.29
2024-06-30 $472k 4.7k 100.24
2024-03-31 $465k 4.8k 96.72
2023-12-31 $466k 4.8k 97.05

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Large-cap Etf Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Vanguard Short Term Cor Bd Etf Short Term Treas (VCSH)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)

View all positions for Novak & Powell Financial Services

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