Gladstone Institutional Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $549K | Sell |
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|
2025
Q2 | $532K | Sell |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $643K | Sell |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $537K | Buy |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $509K | Sell |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $465K | Buy |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $220K | Buy |
|