Gladstone Institutional Advisory
DUK icon

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
Q3 		$681K Buy
5,969
+636
+12% +$77.9K 0.02% 559
2026
Q2 		$675K Buy
5,333
+516
+11% +$65.1K 0.02% 508
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% +$9.9K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Gladstone Institutional Advisory's DUK Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Duke Energy (DUK) stake by 12% in Q3 2026, buying an estimated $77.9K and bringing the position to 5,969 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #559.

Gladstone Institutional Advisory first reported a position in DUK in Q1 2020 and has held it in 24 quarters since. The position peaked at $698K in Q3 2024. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Gladstone Institutional Advisory held 5,969 shares of Duke Energy worth $681K as of Q3 2026.
  • Gladstone Institutional Advisory bought 636 Duke Energy shares in Q3 2026, an estimated $77.9K.
  • Duke Energy made up 0.02% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #559 holding.
  • Gladstone Institutional Advisory first reported a position in Duke Energy in Q1 2020 and has held it in 24 quarters since.
  • Gladstone Institutional Advisory's Duke Energy position peaked at $698K in Q3 2024.
  • 2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.