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GGM Wealth Advisors’s Duke Energy DUK Stock Holding History

GGM Wealth Advisors’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
2025
Q1 		$373K Buy
3,089
+20
+0.7% +$2.28K 0.21% 85
2024
Q4 		$331K Sell
3,069
-503
-14% -$57K 0.17% 100
2024
Q3 		$412K Buy
3,572
+25
+0.7% +$2.78K 0.18% 86
2024
Q2 		$356K Buy
3,547
+28
+0.8% +$2.8K 0.16% 92
2024
Q1 		$343K Buy
3,519
+29
+0.8% +$2.75K 0.16% 94
2023
Q4 		$335K Buy
3,490
+329
+10% +$29.9K 0.14% 105
2023
Q3 		$279K Buy
3,161
+25
+0.8% +$2.29K 0.12% 114
2023
Q2 		$285K Buy
+3,136
New +$296K 0.12% 115
2023
Q1 		– Sell
-3,086
Closed -$325K – 82
2022
Q4 		$325K Buy
3,086
+98
+3% +$9.41K 0.17% 97
2022
Q3 		$269K Buy
2,988
+227
+8% +$24.4K 0.15% 108
2022
Q2 		$297K Buy
2,761
+20
+0.7% +$2.2K 0.17% 103
2022
Q1 		$313K Buy
2,741
+20
+0.7% +$2.08K 0.16% 112
2021
Q4 		$280K Buy
2,721
+19
+0.7% +$1.93K 0.22% 79
2021
Q3 		$277K Buy
2,702
+20
+0.7% +$2.07K 0.22% 77
2021
Q2 		$281K Sell
2,682
-97
-3% -$9.74K 0.24% 71
2021
Q1 		$279K Sell
2,779
-38
-1% -$3.47K 0.22% 70
2020
Q4 		$257K Buy
+2,817
New +$261K 0.25% 61

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GGM Wealth Advisors's DUK Position: Q1 2025 in Review

GGM Wealth Advisors increased its Duke Energy (DUK) stake by 0.65% in Q1 2025, buying an estimated $2.28K and bringing the position to 3,089 shares worth $373K. The position accounts for 0.21% of the portfolio, ranked #85.

GGM Wealth Advisors first reported a position in DUK in Q4 2020 and has held it in 17 quarters since. The position peaked at $412K in Q3 2024. 2,265 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • GGM Wealth Advisors held 3,089 shares of Duke Energy worth $373K as of Q1 2025.
  • GGM Wealth Advisors bought 20 Duke Energy shares in Q1 2025, an estimated $2.28K.
  • Duke Energy made up 0.21% of GGM Wealth Advisors's portfolio in Q1 2025, its #85 holding.
  • GGM Wealth Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 17 quarters since.
  • GGM Wealth Advisors's Duke Energy position peaked at $412K in Q3 2024.
  • 2,265 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.