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Gleason Group’s Duke Energy DUK Stock Holding History

Gleason Group’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 		$296K Buy
2,337
+19
+0.8% +$2.4K 0.03% 66
2026
Q1 		$303K Buy
2,318
+19
+0.8% +$2.38K 0.03% 60
2025
Q4 		$270K Buy
2,299
+21
+0.9% +$2.56K 0.03% 61
2025
Q3 		$282K Buy
2,278
+19
+0.8% +$2.31K 0.03% 60
2025
Q2 		$267K Buy
2,259
+20
+0.9% +$2.36K 0.03% 62
2025
Q1 		$273K Sell
2,239
-157
-7% -$17.9K 0.05% 57
2024
Q4 		$258K Buy
2,396
+22
+0.9% +$2.49K 0.05% 59
2024
Q3 		$274K Buy
2,374
+21
+0.9% +$2.34K 0.05% 60
2024
Q2 		$236K Buy
2,353
+24
+1% +$2.4K 0.05% 65
2024
Q1 		$225K Sell
2,329
-361
-13% -$34.2K 0.05% 69
2023
Q4 		$261K Buy
2,690
+28
+1% +$2.55K 0.06% 62
2023
Q3 		$235K Buy
2,662
+28
+1% +$2.57K 0.06% 66
2023
Q2 		$236K Buy
2,634
+29
+1% +$2.74K 0.06% 70
2023
Q1 		$251K Buy
2,605
+27
+1% +$2.67K 0.07% 64
2022
Q4 		$266K Buy
2,578
+25
+1% +$2.4K 0.08% 63
2022
Q3 		$237K Buy
2,553
+24
+0.9% +$2.58K 0.08% 58
2022
Q2 		$271K Buy
2,529
+25
+1% +$2.75K 0.09% 55
2022
Q1 		$280K Buy
2,504
+23
+0.9% +$2.39K 0.08% 60
2021
Q4 		$260K Buy
2,481
+23
+0.9% +$2.33K 0.08% 61
2021
Q3 		$240K Buy
2,458
+24
+1% +$2.48K 0.09% 62
2021
Q2 		$240K Buy
2,434
+22
+0.9% +$2.21K 0.09% 61
2021
Q1 		$233K Buy
2,412
+25
+1% +$2.28K 0.09% 60
2020
Q4 		$219K Buy
2,387
+25
+1% +$2.31K 0.11% 59
2020
Q3 		$209K Buy
2,362
+27
+1% +$2.23K 0.12% 59
2020
Q2 		$187K Buy
2,335
+24
+1% +$2.03K 0.12% 61
2020
Q1 		$187K Buy
2,311
+26
+1% +$2.39K 0.15% 55
2019
Q4 		$208K Buy
+2,285
New +$209K 0.12% 60

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Gleason Group's DUK Position: Q2 2026 in Review

Gleason Group increased its Duke Energy (DUK) stake by 0.82% in Q2 2026, buying an estimated $2.4K and bringing the position to 2,337 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #66.

Gleason Group first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $303K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Gleason Group held 2,337 shares of Duke Energy worth $296K as of Q2 2026.
  • Gleason Group bought 19 Duke Energy shares in Q2 2026, an estimated $2.4K.
  • Duke Energy made up 0.03% of Gleason Group's portfolio in Q2 2026, its #66 holding.
  • Gleason Group first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's Duke Energy position peaked at $303K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.