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Golden State Equity Partners’s Duke Energy DUK Stock Holding History

Golden State Equity Partners’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
-19,415
Closed -$2.54M – 719
2026
Q1 		$2.54M Buy
19,415
+6,046
+45% +$756K 0.19% 124
2025
Q4 		$1.57M Buy
13,369
+7,083
+113% +$865K 0.25% 80
2025
Q3 		$778K Buy
6,286
+228
+4% +$27.7K 0.13% 186
2025
Q2 		$715K Sell
6,058
-3,513
-37% -$415K 0.13% 190
2025
Q1 		$1.17M Buy
9,571
+312
+3% +$35.6K 0.23% 109
2024
Q4 		$998K Buy
9,259
+3,940
+74% +$446K 0.19% 128
2024
Q3 		$613K Buy
5,319
+1,635
+44% +$182K 0.1% 223
2024
Q2 		$369K Buy
+3,684
New +$368K 0.08% 279
2023
Q4 		$480K Sell
4,950
-921
-16% -$83.8K 0.12% 199
2023
Q3 		$518K Buy
5,871
+160
+3% +$14.7K 0.14% 163
2023
Q2 		$513K Buy
+5,711
New +$539K 0.14% 176

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 $3.38T AUM 44.17% 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

Golden State Equity Partners's DUK Position: Q2 2026 in Review

Golden State Equity Partners sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 19,415 shares — an estimated $2.54M sold.

Golden State Equity Partners first reported a position in DUK in Q2 2023 and held it in 11 quarters. The position peaked at $2.54M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Golden State Equity Partners reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 19,415 Duke Energy shares in Q2 2026, an estimated $2.54M.
  • Golden State Equity Partners first reported a position in Duke Energy in Q2 2023 and held it in 11 quarters.
  • Golden State Equity Partners's Duke Energy position peaked at $2.54M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.