Gibson Wealth Advisors’s Duke Energy DUK Stock Holding History

Gibson 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
2026 Q2	$1.65M	Sell	13,000 -2,000	-13%	-$252K	1.03%	12
2026 Q1	$1.96M	Hold	15,000	–	–	1.32%	11
2025 Q4	$1.76M	Hold	15,000	–	–	1.21%	12
2025 Q3	$1.86M	Hold	15,000	–	–	1.32%	11
2025 Q2	$1.77M	Buy	15,000 +2,000	+15%	+$236K	1.32%	11
2025 Q1	$1.59M	Hold	13,000	–	–	1.27%	10
2024 Q4	$1.4M	Hold	13,000	–	–	1.16%	12
2024 Q3	$1.5M	Hold	13,000	–	–	1.22%	12
2024 Q2	$1.3M	Hold	13,000	–	–	1.22%	12
2024 Q1	$1.26M	Buy	+13,000	New	+$1.23M	1.21%	12
2022 Q4	$75.7M	Buy	786,500 +776,000	+7,390%	+$74.5M	1.46%	10
2022 Q3	$977K	Hold	10,500	–	–	1.12%	11
2022 Q2	$1.13M	Hold	10,500	–	–	1.25%	10
2022 Q1	$1.17M	Buy	10,500 +760	+8%	+$78.9K	1.2%	11
2021 Q4	$1.02M	Buy	+9,740	New	+$987K	1.05%	10

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Gibson Wealth Advisors's DUK Position: Q2 2026 in Review

Gibson Wealth Advisors reduced its Duke Energy (DUK) stake by 13% in Q2 2026, selling an estimated $252K and leaving 13,000 shares worth $1.65M. The position accounts for 1.03% of the portfolio, ranked #12.

Gibson Wealth Advisors first reported a position in DUK in Q4 2021 and has held it in 15 quarters since. The position peaked at $75.7M in Q4 2022. 508 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Gibson Wealth Advisors held 13,000 shares of Duke Energy worth $1.65M as of Q2 2026.
Gibson Wealth Advisors sold 2,000 Duke Energy shares in Q2 2026, an estimated $252K.
Duke Energy made up 1.03% of Gibson Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Gibson Wealth Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 15 quarters since.
Gibson Wealth Advisors's Duke Energy position peaked at $75.7M in Q4 2022.
508 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Gibson Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.