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GSB Wealth Management’s Duke Energy DUK Stock Holding History

GSB 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 		$442K Sell
3,494
-195
-5% -$24.6K 0.09% 163
2026
Q1 		$483K Buy
3,689
+10
+0.3% +$1.25K 0.11% 143
2025
Q4 		$431K Sell
3,679
-1,329
-27% -$162K 0.1% 152
2025
Q3 		$620K Sell
5,008
-50
-1% -$6.07K 0.14% 125
2025
Q2 		$597K Sell
5,058
-180
-3% -$21.2K 0.15% 129
2025
Q1 		$639K Sell
5,238
-94
-2% -$10.7K 0.17% 121
2024
Q4 		$575K Buy
5,332
+14
+0.3% +$1.59K 0.15% 131
2024
Q3 		$613K Sell
5,318
-390
-7% -$43.4K 0.16% 130
2024
Q2 		$572K Sell
5,708
-150
-3% -$15K 0.16% 134
2024
Q1 		$566K Sell
5,858
-111
-2% -$10.5K 0.16% 135
2023
Q4 		$579K Hold
5,969
– – 0.18% 127
2023
Q3 		$527K Buy
5,969
+21
+0.4% +$1.93K 0.18% 129
2023
Q2 		$534K Hold
5,948
– – 0.17% 129
2023
Q1 		$574K Sell
5,948
-4,028
-40% -$398K 0.19% 136
2022
Q4 		$1.03M Sell
9,976
-1,000
-9% -$96K 0.37% 95
2022
Q3 		$1.02M Hold
10,976
– – 0.37% 99
2022
Q2 		$1.18M Sell
10,976
-633
-5% -$69.6K 0.4% 93
2022
Q1 		$1.3M Hold
11,609
– – 0.38% 96
2021
Q4 		$1.22M Buy
11,609
+2,159
+23% +$219K 0.35% 99
2021
Q3 		$922K Sell
9,450
-2,409
-20% -$249K 0.47% 65
2021
Q2 		$1.17M Hold
11,859
– – 0.36% 89
2021
Q1 		$1.15M Buy
+11,859
New +$1.08M 0.38% 86

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

GSB Wealth Management's DUK Position: Q2 2026 in Review

GSB Wealth Management reduced its Duke Energy (DUK) stake by 5.3% in Q2 2026, selling an estimated $24.6K and leaving 3,494 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #163.

GSB Wealth Management first reported a position in DUK in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.3M in Q1 2022. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • GSB Wealth Management held 3,494 shares of Duke Energy worth $442K as of Q2 2026.
  • GSB Wealth Management sold 195 Duke Energy shares in Q2 2026, an estimated $24.6K.
  • Duke Energy made up 0.09% of GSB Wealth Management's portfolio in Q2 2026, its #163 holding.
  • GSB Wealth Management first reported a position in Duke Energy in Q1 2021 and has held it in 22 quarters since.
  • GSB Wealth Management's Duke Energy position peaked at $1.3M in Q1 2022.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.