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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GSB Wealth Management's DUK Position: Q1 2026 in Review

GSB Wealth Management increased its Duke Energy (DUK) stake by 0.27% in Q1 2026, buying an estimated $1.25K and bringing the position to 3,689 shares worth $483K. The position accounts for 0.11% of the portfolio, ranked #143.

GSB Wealth Management first reported a position in DUK in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.3M in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

GSB Wealth Management held 3,689 shares of Duke Energy worth $483K as of Q1 2026.
GSB Wealth Management bought 10 Duke Energy shares in Q1 2026, an estimated $1.25K.
Duke Energy made up 0.11% of GSB Wealth Management's portfolio in Q1 2026, its #143 holding.
GSB Wealth Management first reported a position in Duke Energy in Q1 2021 and has held it in 21 quarters since.
GSB Wealth Management's Duke Energy position peaked at $1.3M in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.