Gateway Wealth Partners’s Duke Energy DUK Stock Holding History

Gateway Wealth Partners’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 Q1	$1.79M	Buy	13,635 +10,276	+306%	+$1.28M	0.07%	268
2025 Q4	$394K	Buy	3,359 +981	+41%	+$120K	0.04%	311
2025 Q3	$294K	Buy	2,378 +62	+3%	+$7.52K	0.04%	326
2025 Q2	$273K	Buy	+2,316	New	+$273K	0.05%	294
2023 Q4	–	Sell	-5,554	Closed	-$490K	–	239
2023 Q3	$490K	Sell	5,554 -2	-0%	-$183	0.09%	124
2023 Q2	$499K	Buy	5,556 +577	+12%	+$54.5K	0.09%	125
2023 Q1	$480K	Buy	4,979 +79	+2%	+$7.8K	0.07%	128
2022 Q4	$505K	Buy	+4,900	New	+$470K	0.09%	105

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Wealth Partners's DUK Position: Q1 2026 in Review

Gateway Wealth Partners increased its Duke Energy (DUK) stake by 306% in Q1 2026, buying an estimated $1.28M and bringing the position to 13,635 shares worth $1.79M. The position accounts for 0.07% of the portfolio, ranked #268.

Gateway Wealth Partners first reported a position in DUK in Q4 2022 and has held it in 8 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Gateway Wealth Partners held 13,635 shares of Duke Energy worth $1.79M as of Q1 2026.
Gateway Wealth Partners bought 10,276 Duke Energy shares in Q1 2026, an estimated $1.28M.
Duke Energy made up 0.07% of Gateway Wealth Partners's portfolio in Q1 2026, its #268 holding.
Gateway Wealth Partners first reported a position in Duke Energy in Q4 2022 and has held it in 8 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.