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Global Wealth Strategies & Associates’s Duke Energy DUK Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-807
Closed -$106K – 192
2026
Q1 		$106K Hold
807
– – 0.03% 111
2025
Q4 		$94.6K Buy
807
+65
+9% +$7.94K 0.02% 106
2025
Q3 		$91.8K Buy
742
+425
+134% +$51.6K 0.02% 106
2025
Q2 		$37.4K Hold
317
– – 0.01% 128
2025
Q1 		$38.7K Hold
317
– – 0.01% 140
2024
Q4 		$34.2K Hold
317
– – 0.01% 130
2024
Q3 		$36.5K Hold
317
– – 0.01% 114
2024
Q2 		$31.8K Hold
317
– – 0.01% 108
2024
Q1 		$30.7K Hold
317
– – 0.01% 109
2023
Q4 		$30.8K Hold
317
– – 0.01% 101
2023
Q3 		$28K Hold
317
– – 0.01% 100
2023
Q2 		$28.4K Hold
317
– – 0.01% 98
2023
Q1 		$30.6K Hold
317
– – 0.02% 92
2022
Q4 		$32.6K Buy
+317
New +$30.4K 0.02% 88

Other funds holding DUK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Global Wealth Strategies & Associates's DUK Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 807 shares — an estimated $106K sold.

Global Wealth Strategies & Associates first reported a position in DUK in Q4 2022 and held it in 14 quarters. The position peaked at $106K in Q1 2026. 1,424 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 807 Duke Energy shares in Q2 2026, an estimated $106K.
  • Global Wealth Strategies & Associates first reported a position in Duke Energy in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Duke Energy position peaked at $106K in Q1 2026.
  • 1,424 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.