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 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 $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

GF Fund Management's DUK Position: Q1 2026 in Review

GF Fund Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 2,054 shares — an estimated $241K sold.

GF Fund Management first reported a position in DUK in Q4 2024 and held it in 4 quarters. The position peaked at $7.09M in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

GF Fund Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
GF Fund Management sold 2,054 Duke Energy shares in Q1 2026, an estimated $241K.
GF Fund Management first reported a position in Duke Energy in Q4 2024 and held it in 4 quarters.
GF Fund Management's Duke Energy position peaked at $7.09M in Q1 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on GF Fund Management's 13F filing for Q1 2026, filed 15 Apr 2026.