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
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

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

GAMMA Investing's DUK Position: Q2 2026 in Review

GAMMA Investing increased its Duke Energy (DUK) stake by 7.6% in Q2 2026, buying an estimated $227K and bringing the position to 25,658 shares worth $3.25M. The position accounts for 0.12% of the portfolio, ranked #134.

GAMMA Investing first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • GAMMA Investing held 25,658 shares of Duke Energy worth $3.25M as of Q2 2026.
  • GAMMA Investing bought 1,802 Duke Energy shares in Q2 2026, an estimated $227K.
  • Duke Energy made up 0.12% of GAMMA Investing's portfolio in Q2 2026, its #134 holding.
  • GAMMA Investing first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.