Gibbs Wealth Management’s Duke Energy DUK Stock Holding History

Gibbs Wealth 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	$1.18M	Buy	9,049 +704	+8%	+$88K	0.16%	128
2025 Q4	$975K	Sell	8,345 -2,173	-21%	-$265K	0.24%	94
2025 Q3	$1.3M	Sell	10,518 -2,125	-17%	-$258K	0.29%	70
2025 Q2	$1.49M	Buy	12,643 +502	+4%	+$59.2K	0.29%	75
2025 Q1	$1.48M	Buy	12,141 +1,483	+14%	+$169K	0.36%	65
2024 Q4	$1.15M	Buy	10,658 +1,770	+20%	+$201K	0.31%	75
2024 Q3	$1.02M	Buy	8,888 +1,189	+15%	+$132K	0.33%	69
2024 Q2	$772K	Buy	7,699 +1,758	+30%	+$176K	0.31%	79
2024 Q1	$575K	Buy	+5,941	New	+$564K	0.33%	76

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gibbs Wealth Management's DUK Position: Q1 2026 in Review

Gibbs Wealth Management increased its Duke Energy (DUK) stake by 8.4% in Q1 2026, buying an estimated $88K and bringing the position to 9,049 shares worth $1.18M. The position accounts for 0.16% of the portfolio, ranked #128.

Gibbs Wealth Management first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q2 2025. 2,492 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Gibbs Wealth Management held 9,049 shares of Duke Energy worth $1.18M as of Q1 2026.
Gibbs Wealth Management bought 704 Duke Energy shares in Q1 2026, an estimated $88K.
Duke Energy made up 0.16% of Gibbs Wealth Management's portfolio in Q1 2026, its #128 holding.
Gibbs Wealth Management first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's Duke Energy position peaked at $1.49M in Q2 2025.
2,492 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.