GSWM
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Golden State Wealth Management’s Duke Energy DUK Stock Holding History

Golden State Wealth Management’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 		$743K Buy
5,872
+119
+2% +$15K 0.07% 229
2026
Q1 		$753K Sell
5,753
-591
-9% -$73.9K 0.08% 197
2025
Q4 		$744K Buy
6,344
+1,789
+39% +$218K 0.08% 197
2025
Q3 		$564K Sell
4,555
-41
-0.9% -$4.98K 0.06% 223
2025
Q2 		$542K Buy
4,596
+531
+13% +$62.7K 0.07% 215
2025
Q1 		$496K Buy
4,065
+23
+0.6% +$2.62K 0.07% 205
2024
Q4 		$436K Buy
+4,042
New +$458K 0.07% 213
2020
Q2 		– Sell
-783
Closed -$66.2K – 360
2020
Q1 		$63K Buy
+783
New +$71.9K 0.03% 319
2019
Q4 		– Sell
-1,014
Closed -$97K – 263
2019
Q3 		$97K Buy
1,014
+458
+82% +$41.7K 0.03% 318
2019
Q2 		$49K Sell
556
-199
-26% -$17.6K 0.02% 459
2019
Q1 		$68K Buy
+755
New +$66.6K 0.02% 381

Other funds holding DUK

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Golden State Wealth Management's DUK Position: Q2 2026 in Review

Golden State Wealth Management increased its Duke Energy (DUK) stake by 2.1% in Q2 2026, buying an estimated $15K and bringing the position to 5,872 shares worth $743K. The position accounts for 0.07% of the portfolio, ranked #229.

Golden State Wealth Management first reported a position in DUK in Q1 2019 and has held it in 11 quarters since. The position peaked at $753K in Q1 2026. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Golden State Wealth Management held 5,872 shares of Duke Energy worth $743K as of Q2 2026.
  • Golden State Wealth Management bought 119 Duke Energy shares in Q2 2026, an estimated $15K.
  • Duke Energy made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Golden State Wealth Management first reported a position in Duke Energy in Q1 2019 and has held it in 11 quarters since.
  • Golden State Wealth Management's Duke Energy position peaked at $753K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.