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GW&K Investment Management’s Duke Energy DUK Stock Holding History

GW&K Investment 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 		$112K Buy
885
+34
+4% +$4.29K ﹤0.01% 460
2026
Q1 		$111K Sell
851
-11
-1% -$1.38K ﹤0.01% 440
2025
Q4 		$101K Sell
862
-54
-6% -$6.59K ﹤0.01% 449
2025
Q3 		$113K Buy
916
+1
+0.1% +$121 ﹤0.01% 429
2025
Q2 		$108K Buy
915
+229
+33% +$27K ﹤0.01% 420
2025
Q1 		$84K Buy
686
+267
+64% +$30.4K ﹤0.01% 423
2024
Q4 		$45K Buy
419
+11
+3% +$1.25K ﹤0.01% 489
2024
Q3 		$47K Buy
408
+32
+9% +$3.56K ﹤0.01% 475
2024
Q2 		$38K Buy
376
+79
+27% +$7.9K ﹤0.01% 466
2024
Q1 		$29K Sell
297
-11
-4% -$1.04K ﹤0.01% 483
2023
Q4 		$30K Sell
308
-47
-13% -$4.28K ﹤0.01% 459
2023
Q3 		$31K Buy
355
+60
+20% +$5.5K ﹤0.01% 435
2023
Q2 		$26K Buy
+295
New +$27.8K ﹤0.01% 445
2022
Q3 		– Sell
-110
Closed -$12K – 522
2022
Q2 		$12K Sell
110
-77
-41% -$8.47K ﹤0.01% 456
2022
Q1 		$21K Buy
+187
New +$19.4K ﹤0.01% 400

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 $3.37T AUM 44.26% 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

GW&K Investment Management's DUK Position: Q2 2026 in Review

GW&K Investment Management increased its Duke Energy (DUK) stake by 4% in Q2 2026, buying an estimated $4.29K and bringing the position to 885 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

GW&K Investment Management first reported a position in DUK in Q1 2022 and has held it in 15 quarters since. The position peaked at $113K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • GW&K Investment Management held 885 shares of Duke Energy worth $112K as of Q2 2026.
  • GW&K Investment Management bought 34 Duke Energy shares in Q2 2026, an estimated $4.29K.
  • Duke Energy made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #460 holding.
  • GW&K Investment Management first reported a position in Duke Energy in Q1 2022 and has held it in 15 quarters since.
  • GW&K Investment Management's Duke Energy position peaked at $113K in Q3 2025.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.