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GAM Holding’s Duke Energy DUK Stock Holding History

GAM Holding’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
2025
Q4 		$4.64M Buy
39,571
+24,316
+159% +$2.97M 0.3% 91
2025
Q3 		$1.89M Sell
15,255
-133
-0.9% -$16.1K 0.12% 151
2025
Q2 		$1.82M Buy
15,388
+39
+0.3% +$4.6K 0.13% 130
2025
Q1 		$1.87M Buy
+15,349
New +$1.75M 0.15% 120
2019
Q2 		– Sell
-2,416
Closed -$217K – 878
2019
Q1 		$217K Buy
+2,416
New +$213K 0.01% 791
2018
Q2 		– Sell
-5,100
Closed -$395K – 912
2018
Q1 		$395K Buy
+5,100
New +$394K 0.01% 696
2017
Q3 		– Sell
-121,876
Closed -$10.2M – 652
2017
Q2 		$10.2M Buy
121,876
+1,551
+1% +$130K 0.15% 173
2017
Q1 		$9.87M Buy
120,325
+29,200
+32% +$2.32M 0.16% 164
2016
Q4 		$7.07M Buy
91,125
+6,825
+8% +$523K 0.12% 200
2016
Q3 		$6.75M Buy
84,300
+448
+0.5% +$37.1K 0.12% 202
2016
Q2 		$7.19M Buy
83,852
+5,807
+7% +$464K 0.11% 225
2016
Q1 		$6.3M Sell
78,045
-10,395
-12% -$787K 0.1% 220
2015
Q4 		$6.31M Buy
88,440
+18,099
+26% +$1.27M 0.1% 224
2015
Q3 		$5.06M Buy
70,341
+143
+0.2% +$10.4K 0.09% 254
2015
Q2 		$4.96M Buy
70,198
+6,506
+10% +$492K 0.07% 297
2015
Q1 		$4.89M Buy
63,692
+1,020
+2% +$82.8K 0.07% 295
2014
Q4 		$5.24M Sell
62,672
-825
-1% -$66.5K 0.08% 273
2014
Q3 		$4.75M Buy
63,497
+111
+0.2% +$8.1K 0.07% 304
2014
Q2 		$4.7M Buy
63,386
+25
+0% +$1.8K 0.07% 283
2014
Q1 		$4.51M Buy
+63,361
New +$4.42M 0.07% 298
2013
Q4 		– Sell
-65,495
Closed -$4.37M – 922
2013
Q3 		$4.37M Buy
+65,495
New +$4.47M 0.08% 283

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GAM Holding's DUK Position: Q4 2025 in Review

GAM Holding increased its Duke Energy (DUK) stake by 159% in Q4 2025, buying an estimated $2.97M and bringing the position to 39,571 shares worth $4.64M. The position accounts for 0.3% of the portfolio, ranked #91.

GAM Holding first reported a position in DUK in Q3 2013 and has held it in 21 quarters since. The position peaked at $10.2M in Q2 2017. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • GAM Holding held 39,571 shares of Duke Energy worth $4.64M as of Q4 2025.
  • GAM Holding bought 24,316 Duke Energy shares in Q4 2025, an estimated $2.97M.
  • Duke Energy made up 0.3% of GAM Holding's portfolio in Q4 2025, its #91 holding.
  • GAM Holding first reported a position in Duke Energy in Q3 2013 and has held it in 21 quarters since.
  • GAM Holding's Duke Energy position peaked at $10.2M in Q2 2017.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on GAM Holding's 13F filing for Q4 2025, filed 17 Feb 2026.