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Galvin Gaustad & Stein’s Duke Energy DUK Stock Holding History

Galvin Gaustad & Stein’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
2026
Q3 		$303K Sell
2,656
-74
-3% -$9.06K 0.02% 221
2026
Q2 		$346K Buy
2,730
+872
+47% +$110K 0.03% 216
2026
Q1 		$243K Buy
1,858
+1
+0.1% +$125 0.02% 234
2025
Q4 		$218K Buy
1,857
+44
+2% +$5.37K 0.02% 242
2025
Q3 		$224K Buy
+1,813
New +$220K 0.02% 197

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Galvin Gaustad & Stein's DUK Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Duke Energy (DUK) stake by 2.7% in Q3 2026, selling an estimated $9.06K and leaving 2,656 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #221.

Galvin Gaustad & Stein first reported a position in DUK in Q3 2025 and has held it in 5 quarters since. The position peaked at $346K in Q2 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Galvin Gaustad & Stein held 2,656 shares of Duke Energy worth $303K as of Q3 2026.
  • Galvin Gaustad & Stein sold 74 Duke Energy shares in Q3 2026, an estimated $9.06K.
  • Duke Energy made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #221 holding.
  • Galvin Gaustad & Stein first reported a position in Duke Energy in Q3 2025 and has held it in 5 quarters since.
  • Galvin Gaustad & Stein's Duke Energy position peaked at $346K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.