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Gateway Investment Advisers’s Duke Energy DUK Stock Holding History

Gateway Investment Advisers’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 		$783K Sell
6,189
-102
-2% -$12.9K 0.01% 490
2026
Q1 		$824K Buy
6,291
+1,655
+36% +$207K 0.01% 371
2025
Q4 		$543K Buy
4,636
+395
+9% +$48.2K 0.01% 440
2025
Q3 		$525K Sell
4,241
-225
-5% -$27.3K 0.01% 405
2025
Q2 		$527K Sell
4,466
-465
-9% -$54.9K 0.01% 360
2025
Q1 		$601K Sell
4,931
-808
-14% -$92.1K 0.01% 383
2024
Q4 		$618K Buy
5,739
+1,256
+28% +$142K 0.01% 368
2024
Q3 		$517K Sell
4,483
-129
-3% -$14.4K 0.01% 384
2024
Q2 		$462K Sell
4,612
-30
-0.6% -$3K 0.01% 392
2024
Q1 		$449K Sell
4,642
-413
-8% -$39.2K 0.01% 401
2023
Q4 		$491K Sell
5,055
-314
-6% -$28.6K 0.01% 390
2023
Q3 		$474K Sell
5,369
-773
-13% -$70.9K 0.01% 392
2023
Q2 		$551K Buy
6,142
+477
+8% +$45K 0.01% 374
2023
Q1 		$547K Buy
5,665
+166
+3% +$16.4K 0.01% 387
2022
Q4 		$566K Buy
5,499
+1,058
+24% +$102K 0.01% 398
2022
Q3 		$413K Sell
4,441
-1,381
-24% -$148K 0.01% 424
2022
Q2 		$624K Buy
5,822
+186
+3% +$20.5K 0.01% 398
2022
Q1 		$629K Buy
5,636
+81
+1% +$8.41K 0.01% 409
2021
Q4 		$583K Sell
5,555
-762
-12% -$77.2K 0.01% 392
2021
Q3 		$616K Sell
6,317
-175
-3% -$18.1K 0.01% 397
2021
Q2 		$641K Sell
6,492
-158
-2% -$15.9K 0.01% 399
2021
Q1 		$642K Sell
6,650
-104,965
-94% -$9.58M 0.01% 385
2020
Q4 		$10.2M Sell
111,615
-33,035
-23% -$3.06M 0.11% 161
2020
Q3 		$12.8M Sell
144,650
-108
-0.1% -$8.9K 0.15% 130
2020
Q2 		$11.6M Sell
144,758
-1,073
-0.7% -$90.7K 0.14% 143
2020
Q1 		$11.8M Sell
145,831
-350,209
-71% -$32.2M 0.15% 130
2019
Q4 		$45.2M Sell
496,040
-4,400
-0.9% -$403K 0.45% 56
2019
Q3 		$48M Sell
500,440
-66,658
-12% -$6.07M 0.48% 53
2019
Q2 		$50M Sell
567,098
-6,564
-1% -$580K 0.45% 54
2019
Q1 		$51.6M Sell
573,662
-67,751
-11% -$5.97M 0.46% 56
2018
Q4 		$55.4M Buy
641,413
+1,180
+0.2% +$100K 0.52% 49
2018
Q3 		$51.2M Sell
640,233
-973
-0.2% -$78.7K 0.43% 64
2018
Q2 		$50.7M Sell
641,206
-8,647
-1% -$665K 0.45% 60
2018
Q1 		$50.3M Sell
649,853
-44,313
-6% -$3.43M 0.45% 64
2017
Q4 		$58.4M Sell
694,166
-12,703
-2% -$1.11M 0.5% 54
2017
Q3 		$59.3M Sell
706,869
-1,913
-0.3% -$164K 0.51% 55
2017
Q2 		$59.2M Buy
708,782
+2,361
+0.3% +$198K 0.53% 51
2017
Q1 		$57.9M Buy
706,421
+75,360
+12% +$5.99M 0.53% 49
2016
Q4 		$49M Sell
631,061
-157,454
-20% -$12.1M 0.46% 60
2016
Q3 		$63.1M Sell
788,515
-22,863
-3% -$1.89M 0.56% 51
2016
Q2 		$69.6M Sell
811,378
-3,536
-0.4% -$283K 0.6% 50
2016
Q1 		$65.7M Buy
814,914
+2,030
+0.2% +$154K 0.57% 51
2015
Q4 		$58M Sell
812,884
-304
-0% -$21.4K 0.49% 58
2015
Q3 		$58.5M Buy
813,188
+31,539
+4% +$2.28M 0.52% 56
2015
Q2 		$55.2M Sell
781,649
-2,287
-0.3% -$173K 0.46% 67
2015
Q1 		$60.2M Sell
783,936
-16,622
-2% -$1.35M 0.5% 60
2014
Q4 		$66.9M Sell
800,558
-128,191
-14% -$10.3M 0.55% 54
2014
Q3 		$69.4M Sell
928,749
-150
-0% -$10.9K 0.55% 54
2014
Q2 		$68.9M Sell
928,899
-56,976
-6% -$4.1M 0.54% 54
2014
Q1 		$70.2M Sell
985,875
-153,050
-13% -$10.7M 0.57% 51
2013
Q4 		$78.6M Sell
1,138,925
-183,483
-14% -$12.8M 0.63% 46
2013
Q3 		$88.3M Sell
1,322,408
-43,834
-3% -$2.99M 0.75% 36
2013
Q2 		$92.2M Buy
+1,366,242
New +$96.6M 0.8% 34

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

Gateway Investment Advisers's DUK Position: Q2 2026 in Review

Gateway Investment Advisers reduced its Duke Energy (DUK) stake by 1.6% in Q2 2026, selling an estimated $12.9K and leaving 6,189 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #490.

Gateway Investment Advisers first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $92.2M in Q2 2013. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Gateway Investment Advisers held 6,189 shares of Duke Energy worth $783K as of Q2 2026.
  • Gateway Investment Advisers sold 102 Duke Energy shares in Q2 2026, an estimated $12.9K.
  • Duke Energy made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #490 holding.
  • Gateway Investment Advisers first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
  • Gateway Investment Advisers's Duke Energy position peaked at $92.2M in Q2 2013.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.