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Global Wealth Management Investment Advisory’s Duke Energy DUK Stock Holding History

Global Wealth Management Investment Advisory’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 		$5.78M Buy
45,638
+2,818
+7% +$355K 0.82% 40
2026
Q1 		$5.61M Buy
42,820
+1,198
+3% +$150K 0.88% 37
2025
Q4 		$4.88M Buy
41,622
+2,494
+6% +$305K 0.78% 45
2025
Q3 		$4.84M Buy
39,128
+570
+1% +$69.2K 0.81% 38
2025
Q2 		$4.55M Sell
38,558
-4,061
-10% -$479K 0.85% 43
2025
Q1 		$5.2M Buy
42,619
+688
+2% +$78.4K 1.04% 25
2024
Q4 		$4.52M Buy
41,931
+1,093
+3% +$124K 0.93% 32
2024
Q3 		$4.71M Sell
40,838
-6,598
-14% -$734K 1.02% 31
2024
Q2 		$4.75M Buy
47,436
+1,739
+4% +$174K 1.11% 27
2024
Q1 		$4.42M Buy
45,697
+1,980
+5% +$188K 1.08% 25
2023
Q4 		$4.24M Sell
43,717
-118
-0.3% -$10.7K 1.09% 22
2023
Q3 		$3.87M Buy
43,835
+3,068
+8% +$281K 1.08% 23
2023
Q2 		$3.66M Buy
40,767
+1,013
+3% +$95.6K 1% 30
2023
Q1 		$3.84M Buy
39,754
+2,590
+7% +$256K 1.15% 22
2022
Q4 		$3.83M Buy
37,164
+9,464
+34% +$908K 1.25% 22
2022
Q3 		$2.58M Buy
27,700
+413
+2% +$44.4K 0.92% 41
2022
Q2 		$2.92M Buy
27,287
+1,392
+5% +$153K 0.99% 37
2022
Q1 		$2.89M Buy
25,895
+1,730
+7% +$180K 0.86% 44
2021
Q4 		$2.54M Buy
24,165
+922
+4% +$93.5K 0.76% 50
2021
Q3 		$2.27M Buy
23,243
+747
+3% +$77.3K 0.72% 52
2021
Q2 		$2.22M Buy
22,496
+636
+3% +$63.9K 0.74% 49
2021
Q1 		$2.11M Sell
21,860
-2,388
-10% -$218K 0.76% 46
2020
Q4 		$2.22M Buy
24,248
+106
+0.4% +$9.8K 0.86% 39
2020
Q3 		$2.14M Buy
24,142
+1,233
+5% +$102K 0.92% 34
2020
Q2 		$1.83M Buy
22,909
+95
+0.4% +$8.03K 0.78% 48
2020
Q1 		$1.84M Sell
22,814
-994
-4% -$91.3K 0.93% 37
2019
Q4 		$2.17M Buy
23,808
+1,921
+9% +$176K 0.92% 35
2019
Q3 		$2.1M Buy
21,887
+736
+3% +$67K 0.96% 36
2019
Q2 		$1.87M Buy
21,151
+1,172
+6% +$104K 0.9% 38
2019
Q1 		$1.8M Sell
19,979
-1,230
-6% -$108K 0.93% 37
2018
Q4 		$1.83M Buy
+21,209
New +$1.81M 1.06% 31

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Global Wealth Management Investment Advisory's DUK Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Duke Energy (DUK) stake by 6.6% in Q2 2026, buying an estimated $355K and bringing the position to 45,638 shares worth $5.78M. The position accounts for 0.82% of the portfolio, ranked #40.

Global Wealth Management Investment Advisory first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Global Wealth Management Investment Advisory held 45,638 shares of Duke Energy worth $5.78M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 2,818 Duke Energy shares in Q2 2026, an estimated $355K.
  • Duke Energy made up 0.82% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #40 holding.
  • Global Wealth Management Investment Advisory first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.