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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
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
+8,539
+1,186% +$967K 0.19% 128
2024
Q3 		$83K Sell
720
-2,964
-80% -$330K 0.04% 306
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Equity Partners's DUK Position: Q1 2026 in Review

Golden State Equity Partners increased its Duke Energy (DUK) stake by 45% in Q1 2026, buying an estimated $756K and bringing the position to 19,415 shares worth $2.54M. The position accounts for 0.19% of the portfolio, ranked #124.

Golden State Equity Partners first reported a position in DUK in Q2 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Golden State Equity Partners held 19,415 shares of Duke Energy worth $2.54M as of Q1 2026.
  • Golden State Equity Partners bought 6,046 Duke Energy shares in Q1 2026, an estimated $756K.
  • Duke Energy made up 0.19% of Golden State Equity Partners's portfolio in Q1 2026, its #124 holding.
  • Golden State Equity Partners first reported a position in Duke Energy in Q2 2023 and has held it in 11 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.