GF Fund Management’s Duke Energy DUK Stock Holding History

GF Fund Management’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	$2.4M	Buy	+18,978	New	+$2.39M	0.03%	153
2026 Q1	–	Sell	-2,054	Closed	-$241K	–	635
2025 Q4	$241K	Buy	+2,054	New	+$251K	﹤0.01%	277
2025 Q3	–	Sell	-54,371	Closed	-$6.42M	–	646
2025 Q2	$6.42M	Sell	54,371 -3,728	-6%	-$440K	0.13%	133
2025 Q1	$7.09M	Buy	58,099 +1,502	+3%	+$171K	0.17%	113
2024 Q4	$6.1M	Buy	+56,597	New	+$6.41M	0.13%	130

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

GF Fund Management's DUK Position: Q2 2026 in Review

GF Fund Management opened a new position in Duke Energy (DUK) in Q2 2026: 18,978 shares worth $2.4M. The stake represents 0.03% of the portfolio and ranks #153 among its holdings. This is a return to the name: GF Fund Management previously reported a position in DUK as recently as Q4 2025.

GF Fund Management first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.09M in Q1 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

GF Fund Management held 18,978 shares of Duke Energy worth $2.4M as of Q2 2026.
Duke Energy was a new GF Fund Management position in Q2 2026.
Duke Energy made up 0.03% of GF Fund Management's portfolio in Q2 2026, its #153 holding.
GF Fund Management first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
GF Fund Management's Duke Energy position peaked at $7.09M in Q1 2025.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on GF Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.