GIA
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Gladstone Institutional Advisory’s Duke Energy DUK Stock Holding History

Gladstone Institutional Advisory’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 		$631K Buy
4,817
+559
+13% +$69.9K 0.02% 483
2025
Q4 		$499K Sell
4,258
-181
-4% -$22.1K 0.02% 501
2025
Q3 		$549K Sell
4,439
-72
-2% -$8.74K 0.02% 492
2025
Q2 		$532K Sell
4,511
-397
-8% -$46.8K 0.02% 478
2025
Q1 		$599K Sell
4,908
-1,064
-18% -$121K 0.03% 427
2024
Q4 		$643K Sell
5,972
-81
-1% -$9.18K 0.03% 400
2024
Q3 		$698K Buy
6,053
+153
+3% +$17K 0.03% 375
2024
Q2 		$591K Buy
5,900
+278
+5% +$27.8K 0.03% 390
2024
Q1 		$544K Buy
5,622
+89
+2% +$8.44K 0.03% 396
2023
Q4 		$537K Buy
5,533
+1,011
+22% +$92K 0.03% 406
2023
Q3 		$399K Sell
4,522
-753
-14% -$69K 0.03% 432
2023
Q2 		$473K Buy
5,275
+771
+17% +$72.8K 0.03% 404
2023
Q1 		$435K Sell
4,504
-113
-2% -$11.2K 0.03% 439
2022
Q4 		$476K Sell
4,617
-227
-5% -$21.8K 0.03% 408
2022
Q3 		$451K Buy
4,844
+92
+2% +$9.88K 0.04% 415
2022
Q2 		$509K Sell
4,752
-201
-4% -$22.1K 0.04% 408
2022
Q1 		$553K Buy
4,953
+519
+12% +$53.9K 0.04% 412
2021
Q4 		$465K Buy
4,434
+219
+5% +$22.2K 0.04% 395
2021
Q3 		$411K Buy
4,215
+454
+12% +$47K 0.04% 371
2021
Q2 		$371K Buy
3,761
+500
+15% +$50.2K 0.04% 355
2021
Q1 		$315K Buy
+3,261
New +$298K 0.05% 311
2020
Q2 		– Sell
-2,724
Closed -$220K – 259
2020
Q1 		$220K Buy
+2,724
New +$250K 0.06% 236

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

Gladstone Institutional Advisory's DUK Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Duke Energy (DUK) stake by 13% in Q1 2026, buying an estimated $69.9K and bringing the position to 4,817 shares worth $631K. The position accounts for 0.02% of the portfolio, ranked #483.

Gladstone Institutional Advisory first reported a position in DUK in Q1 2020 and has held it in 22 quarters since. The position peaked at $698K in Q3 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Gladstone Institutional Advisory held 4,817 shares of Duke Energy worth $631K as of Q1 2026.
  • Gladstone Institutional Advisory bought 559 Duke Energy shares in Q1 2026, an estimated $69.9K.
  • Duke Energy made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #483 holding.
  • Gladstone Institutional Advisory first reported a position in Duke Energy in Q1 2020 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's Duke Energy position peaked at $698K in Q3 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.