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Dixon Hughes Goodman Wealth Advisors’s Duke Energy DUK Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$2.12M Buy
18,968
+3,159
+20% +$328K 0.61% 24
2021
Q4 		$1.66M Buy
+15,809
New +$1.6M 0.54% 23

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DUK Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Duke Energy (DUK) stake by 20% in Q1 2022, buying an estimated $328K and bringing the position to 18,968 shares worth $2.12M. The position accounts for 0.61% of the portfolio, ranked #24.

Dixon Hughes Goodman Wealth Advisors first reported a position in DUK in Q4 2021 and has held it in 2 quarters since. 1,845 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 18,968 shares of Duke Energy worth $2.12M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 3,159 Duke Energy shares in Q1 2022, an estimated $328K.
  • Duke Energy made up 0.61% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #24 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 2 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.