GBFG
DUK icon

Gerald Baker Financial Group’s Duke Energy DUK Stock Holding History

Gerald Baker Financial Group’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 		$332K Hold
2,625
– – 0.09% 107
2026
Q1 		$344K Buy
+2,625
New +$328K 0.11% 94

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gerald Baker Financial Group's DUK Position: Q2 2026 in Review

Gerald Baker Financial Group held its Duke Energy (DUK) position steady in Q2 2026 at 2,625 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #107.

Gerald Baker Financial Group first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $344K in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Gerald Baker Financial Group held 2,625 shares of Duke Energy worth $332K as of Q2 2026.
  • Gerald Baker Financial Group left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.09% of Gerald Baker Financial Group's portfolio in Q2 2026, its #107 holding.
  • Gerald Baker Financial Group first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's Duke Energy position peaked at $344K in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.