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 Q2	$1.16M	Sell	9,162 -4,473	-33%	-$564K	0.07%	277
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gateway Wealth Partners's DUK Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Duke Energy (DUK) stake by 33% in Q2 2026, selling an estimated $564K and leaving 9,162 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #277.

Gateway Wealth Partners first reported a position in DUK in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.79M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Gateway Wealth Partners held 9,162 shares of Duke Energy worth $1.16M as of Q2 2026.
Gateway Wealth Partners sold 4,473 Duke Energy shares in Q2 2026, an estimated $564K.
Duke Energy made up 0.07% of Gateway Wealth Partners's portfolio in Q2 2026, its #277 holding.
Gateway Wealth Partners first reported a position in Duke Energy in Q4 2022 and has held it in 9 quarters since.
Gateway Wealth Partners's Duke Energy position peaked at $1.79M in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.