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GGM Financials’s Duke Energy DUK Stock Holding History

GGM Financials’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 		$338K Buy
2,670
+873
+49% +$110K 0.13% 61
2026
Q1 		$235K Buy
1,797
+580
+48% +$72.5K 0.11% 69
2025
Q4 		$143K Hold
1,217
– – 0.07% 81
2025
Q3 		$151K Buy
+1,217
New +$148K 0.08% 72

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GGM Financials's DUK Position: Q2 2026 in Review

GGM Financials increased its Duke Energy (DUK) stake by 49% in Q2 2026, buying an estimated $110K and bringing the position to 2,670 shares worth $338K. The position accounts for 0.13% of the portfolio, ranked #61.

GGM Financials first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. 862 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • GGM Financials held 2,670 shares of Duke Energy worth $338K as of Q2 2026.
  • GGM Financials bought 873 Duke Energy shares in Q2 2026, an estimated $110K.
  • Duke Energy made up 0.13% of GGM Financials's portfolio in Q2 2026, its #61 holding.
  • GGM Financials first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • 862 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.