Gryphon Financial Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $957K | Buy |
7,309
+391
| +6% | +$48.9K | 0.1% | 139 |
|
|
2025
Q4 | $811K | Buy |
6,918
+175
| +3% | +$21.4K | 0.09% | 156 |
|
|
2025
Q3 | $834K | Sell |
6,743
-616
| -8% | -$74.8K | 0.1% | 134 |
|
|
2025
Q2 | $868K | Buy |
7,359
+1,201
| +20% | +$142K | 0.11% | 122 |
|
|
2025
Q1 | $751K | Buy |
6,158
+597
| +11% | +$68.1K | 0.11% | 122 |
|
|
2024
Q4 | $599K | Buy |
5,561
+502
| +10% | +$56.9K | 0.09% | 136 |
|
|
2024
Q3 | $583K | Buy |
5,059
+393
| +8% | +$43.7K | 0.08% | 157 |
|
|
2024
Q2 | $468K | Buy |
4,666
+683
| +17% | +$68.3K | 0.07% | 171 |
|
|
2024
Q1 | $385K | Sell |
3,983
-391
| -9% | -$37.1K | 0.06% | 185 |
|
|
2023
Q4 | $425K | Buy |
4,374
+2,285
| +109% | +$208K | 0.08% | 166 |
|
|
2023
Q3 | $184K | Sell |
2,089
-753
| -26% | -$69K | 0.04% | 184 |
|
|
2023
Q2 | $255K | Buy |
2,842
+31
| +1% | +$2.93K | 0.06% | 164 |
|
|
2023
Q1 | $271K | Buy |
2,811
+243
| +9% | +$24K | 0.06% | 157 |
|
|
2022
Q4 | $265K | Sell |
2,568
-492
| -16% | -$47.2K | 0.06% | 162 |
|
|
2022
Q3 | $284K | Buy |
3,060
+249
| +9% | +$26.7K | 0.07% | 153 |
|
|
2022
Q2 | $302K | Buy |
2,811
+7
| +0.2% | +$770 | 0.07% | 146 |
|
|
2022
Q1 | $312K | Buy |
2,804
+21
| +0.8% | +$2.18K | 0.06% | 153 |
|
|
2021
Q4 | $292K | Sell |
2,783
-143
| -5% | -$14.5K | 0.06% | 170 |
|
|
2021
Q3 | $285K | Sell |
2,926
-42
| -1% | -$4.35K | 0.06% | 157 |
|
|
2021
Q2 | $282K | Buy |
2,968
+146
| +5% | +$14.7K | 0.06% | 141 |
|
|
2021
Q1 | $272K | Buy |
2,822
+140
| +5% | +$12.8K | 0.06% | 142 |
|
|
2020
Q4 | $246K | Buy |
2,682
+36
| +1% | +$3.33K | 0.06% | 140 |
|
|
2020
Q3 | $235K | Buy |
+2,646
| New | +$218K | 0.07% | 133 |
|
|
2020
Q2 | – | Sell |
-2,529
| Closed | -$205K | – | 143 |
|
|
2020
Q1 | $205K | Sell |
2,529
-171
| -6% | -$15.7K | 0.08% | 130 |
|
|
2019
Q4 | $247K | Sell |
2,700
-925
| -26% | -$84.8K | 0.06% | 149 |
|
|
2019
Q3 | $347K | Buy |
+3,625
| New | +$330K | 0.1% | 114 |
|
|
2018
Q3 | – | Sell |
-919
| Closed | -$73K | – | 341 |
|
|
2018
Q2 | $73K | Sell |
919
-28
| -3% | -$2.15K | 0.03% | 165 |
|
|
2018
Q1 | $74K | Buy |
947
+53
| +6% | +$4.1K | 0.04% | 168 |
|
|
2017
Q4 | $75K | Buy |
+894
| New | +$78.1K | 0.04% | 175 |
|
Other funds holding DUK
VCM
VPM
Gryphon Financial Partners's DUK Position: Q1 2026 in Review
Gryphon Financial Partners increased its Duke Energy (DUK) stake by 5.7% in Q1 2026, buying an estimated $48.9K and bringing the position to 7,309 shares worth $957K. The position accounts for 0.1% of the portfolio, ranked #139.
Gryphon Financial Partners first reported a position in DUK in Q4 2017 and has held it in 29 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Gryphon Financial Partners held 7,309 shares of Duke Energy worth $957K as of Q1 2026.
- Gryphon Financial Partners bought 391 Duke Energy shares in Q1 2026, an estimated $48.9K.
- Duke Energy made up 0.1% of Gryphon Financial Partners's portfolio in Q1 2026, its #139 holding.
- Gryphon Financial Partners first reported a position in Duke Energy in Q4 2017 and has held it in 29 quarters since.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.