GC Wealth Management RIA’s Duke Energy DUK Stock Holding History

GC Wealth Management RIA’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	$271K	Sell	2,144 -126	-6%	-$15.9K	0.02%	430
2026 Q1	$297K	Sell	2,270 -1,130	-33%	-$141K	0.01%	437
2025 Q4	$399K	Sell	3,400 -10,553	-76%	-$1.29M	0.01%	403
2025 Q3	$1.73M	Buy	13,953 +9,129	+189%	+$1.11M	0.06%	233
2025 Q2	$569K	Buy	+4,824	New	+$569K	0.05%	293
2024 Q4	–	Sell	-15,673	Closed	-$1.81M	–	296
2024 Q3	$1.81M	Buy	15,673 +960	+7%	+$107K	0.32%	71
2024 Q2	$1.47M	Buy	14,713 +2,450	+20%	+$245K	0.29%	70
2024 Q1	$1.19M	Buy	12,263 +5,079	+71%	+$482K	0.24%	85
2023 Q4	$697K	Buy	+7,184	New	+$653K	0.31%	85

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GC Wealth Management RIA's DUK Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Duke Energy (DUK) stake by 5.6% in Q2 2026, selling an estimated $15.9K and leaving 2,144 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #430.

GC Wealth Management RIA first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.81M in Q3 2024. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

GC Wealth Management RIA held 2,144 shares of Duke Energy worth $271K as of Q2 2026.
GC Wealth Management RIA sold 126 Duke Energy shares in Q2 2026, an estimated $15.9K.
Duke Energy made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #430 holding.
GC Wealth Management RIA first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
GC Wealth Management RIA's Duke Energy position peaked at $1.81M in Q3 2024.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.