GI
DUK icon

GAMMA Investing’s Duke Energy DUK Stock Holding History

GAMMA Investing’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 		$2.86M Sell
25,043
-615
-2% -$75.3K 0.1% 163
2026
Q2 		$3.25M Buy
25,658
+1,802
+8% +$227K 0.12% 134
2026
Q1 		$3.12M Buy
23,856
+3,405
+17% +$426K 0.15% 111
2025
Q4 		$2.4M Sell
20,451
-901
-4% -$110K 0.12% 138
2025
Q3 		$2.64M Buy
21,352
+3,163
+17% +$384K 0.15% 108
2025
Q2 		$2.15M Buy
18,189
+4,553
+33% +$537K 0.14% 125
2025
Q1 		$1.66M Buy
13,636
+2,061
+18% +$235K 0.12% 149
2024
Q4 		$1.25M Buy
11,575
+1,718
+17% +$195K 0.11% 166
2024
Q3 		$1.14M Buy
9,857
+2,605
+36% +$290K 0.11% 172
2024
Q2 		$727K Buy
7,252
+3,985
+122% +$399K 0.1% 185
2024
Q1 		$316K Buy
3,267
+61
+2% +$5.79K 0.06% 285
2023
Q4 		$307K Buy
+3,206
New +$292K 0.08% 223

Other funds holding DUK

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
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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's DUK Position: Q3 2026 in Review

GAMMA Investing reduced its Duke Energy (DUK) stake by 2.4% in Q3 2026, selling an estimated $75.3K and leaving 25,043 shares worth $2.86M. The position accounts for 0.1% of the portfolio, ranked #163.

GAMMA Investing first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.25M in Q2 2026. 82 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • GAMMA Investing held 25,043 shares of Duke Energy worth $2.86M as of Q3 2026.
  • GAMMA Investing sold 615 Duke Energy shares in Q3 2026, an estimated $75.3K.
  • Duke Energy made up 0.1% of GAMMA Investing's portfolio in Q3 2026, its #163 holding.
  • GAMMA Investing first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Duke Energy position peaked at $3.25M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.