GS
DUK icon

GWN Securities’s Duke Energy DUK Stock Holding History

GWN Securities’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 		$4.58M Sell
34,970
-1,343
-4% -$168K 0.88% 18
2025
Q4 		$4.26M Buy
36,313
+3,070
+9% +$375K 0.86% 19
2025
Q3 		$4.14M Buy
33,243
+253
+0.8% +$30.7K 0.96% 19
2025
Q2 		$3.92M Sell
32,990
-4,672
-12% -$551K 0.73% 39
2025
Q1 		$4.58M Buy
37,662
+20,443
+119% +$2.33M 0.26% 93
2024
Q4 		$1.89M Buy
+17,219
New +$1.95M 0.51% 44

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWN Securities's DUK Position: Q1 2026 in Review

GWN Securities reduced its Duke Energy (DUK) stake by 3.7% in Q1 2026, selling an estimated $168K and leaving 34,970 shares worth $4.58M. The position accounts for 0.88% of the portfolio, ranked #18.

GWN Securities first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.58M in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • GWN Securities held 34,970 shares of Duke Energy worth $4.58M as of Q1 2026.
  • GWN Securities sold 1,343 Duke Energy shares in Q1 2026, an estimated $168K.
  • Duke Energy made up 0.88% of GWN Securities's portfolio in Q1 2026, its #18 holding.
  • GWN Securities first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Duke Energy position peaked at $4.58M in Q1 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.