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GPS Wealth Strategies Group’s Duke Energy DUK Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		$3.75K Sell
32
-927
-97% -$113K ﹤0.01% 494
2025
Q3 		$119K Sell
959
-40
-4% -$4.85K 0.01% 452
2025
Q2 		$118K Buy
999
+22
+2% +$2.6K 0.01% 429
2025
Q1 		$119K Hold
977
– – 0.02% 411
2024
Q4 		$105K Buy
977
+7
+0.7% +$793 0.01% 418
2024
Q3 		$112K Sell
970
-283
-23% -$31.5K 0.01% 409
2024
Q2 		$126K Buy
1,253
+300
+31% +$30K 0.02% 350
2024
Q1 		$92.2K Sell
953
-46
-5% -$4.36K 0.01% 396
2023
Q4 		$96.9K Hold
999
– – 0.02% 364
2023
Q3 		$88.2K Sell
999
-329
-25% -$30.2K 0.02% 382
2023
Q2 		$119K Sell
1,328
-80
-6% -$7.55K 0.02% 335
2023
Q1 		$136K Buy
+1,408
New +$139K 0.03% 292
2022
Q4 		– Sell
-588
Closed -$55K – 380
2022
Q3 		$55K Buy
588
+1
+0.2% +$107 0.01% 413
2022
Q2 		$63K Hold
587
– – 0.02% 402
2022
Q1 		$66K Buy
587
+33
+6% +$3.43K 0.01% 377
2021
Q4 		$58K Buy
554
+280
+102% +$28.4K 0.01% 378
2021
Q3 		$27K Buy
274
+39
+17% +$4.04K 0.01% 514
2021
Q2 		$23K Hold
235
– – 0.01% 552
2021
Q1 		$22K Buy
+235
New +$21.4K 0.01% 525

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GPS Wealth Strategies Group's DUK Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Duke Energy (DUK) stake by 97% in Q4 2025, selling an estimated $113K and leaving 32 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

GPS Wealth Strategies Group first reported a position in DUK in Q1 2021 and has held it in 19 quarters since. The position peaked at $136K in Q1 2023. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • GPS Wealth Strategies Group held 32 shares of Duke Energy worth $3.75K as of Q4 2025.
  • GPS Wealth Strategies Group sold 927 Duke Energy shares in Q4 2025, an estimated $113K.
  • Duke Energy made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #494 holding.
  • GPS Wealth Strategies Group first reported a position in Duke Energy in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Duke Energy position peaked at $136K in Q1 2023.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.