Jackson Grant Investment Advisers’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83.3K | Hold |
636
| – | – | 0.03% | 167 |
|
|
2025
Q4 | $74.5K | Hold |
636
| – | – | 0.02% | 178 |
|
|
2025
Q3 | $78.7K | Hold |
636
| – | – | 0.03% | 170 |
|
|
2025
Q2 | $75K | Hold |
636
| – | – | 0.03% | 158 |
|
|
2025
Q1 | $77.6K | Hold |
636
| – | – | 0.03% | 152 |
|
|
2024
Q4 | $68.5K | Hold |
636
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $73.3K | Hold |
636
| – | – | 0.03% | 157 |
|
|
2024
Q2 | $63.7K | Hold |
636
| – | – | 0.03% | 162 |
|
|
2024
Q1 | $61.5K | Hold |
636
| – | – | 0.03% | 162 |
|
|
2023
Q4 | $61.7K | Hold |
636
| – | – | 0.03% | 160 |
|
|
2023
Q3 | $56.1K | Hold |
636
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $57.1K | Hold |
636
| – | – | 0.03% | 161 |
|
|
2023
Q1 | $61.4K | Buy |
636
+46
| +8% | +$4.54K | 0.03% | 167 |
|
|
2022
Q4 | $60.8K | Hold |
590
| – | – | 0.03% | 165 |
|
|
2022
Q3 | $55K | Hold |
590
| – | – | 0.03% | 166 |
|
|
2022
Q2 | $63K | Hold |
590
| – | – | 0.03% | 161 |
|
|
2022
Q1 | $66K | Hold |
590
| – | – | 0.03% | 173 |
|
|
2021
Q4 | $62K | Hold |
590
| – | – | 0.03% | 152 |
|
|
2021
Q3 | $58K | Hold |
590
| – | – | 0.03% | 188 |
|
|
2021
Q2 | $58K | Hold |
590
| – | – | 0.03% | 188 |
|
|
2021
Q1 | $57K | Buy |
590
+140
| +31% | +$12.8K | 0.03% | 185 |
|
|
2020
Q4 | $41K | Hold |
450
| – | – | 0.02% | 203 |
|
|
2020
Q3 | $40K | Hold |
450
| – | – | 0.02% | 158 |
|
|
2020
Q2 | $36K | Hold |
450
| – | – | 0.02% | 157 |
|
|
2020
Q1 | $36K | Hold |
450
| – | – | 0.03% | 150 |
|
|
2019
Q4 | $41K | Hold |
450
| – | – | 0.02% | 156 |
|
|
2019
Q3 | $43K | Hold |
450
| – | – | 0.02% | 152 |
|
|
2019
Q2 | $40K | Hold |
450
| – | – | 0.02% | 160 |
|
|
2019
Q1 | $40K | Hold |
450
| – | – | 0.02% | 154 |
|
|
2018
Q4 | $39K | Hold |
450
| – | – | 0.03% | 154 |
|
|
2018
Q3 | $36K | Hold |
450
| – | – | 0.02% | 160 |
|
|
2018
Q2 | $36K | Hold |
450
| – | – | 0.02% | 167 |
|
|
2018
Q1 | $35K | Hold |
450
| – | – | 0.02% | 164 |
|
|
2017
Q4 | $38K | Sell |
450
-886
| -66% | -$77.4K | 0.03% | 160 |
|
|
2017
Q3 | $112K | Sell |
1,336
-293
| -18% | -$25.1K | 0.08% | 103 |
|
|
2017
Q2 | $136K | Sell |
1,629
-258
| -14% | -$21.7K | 0.11% | 86 |
|
|
2017
Q1 | $155K | Buy |
1,887
+1,010
| +115% | +$80.3K | 0.12% | 78 |
|
|
2016
Q4 | $68K | Hold |
877
| – | – | 0.06% | 109 |
|
|
2016
Q3 | $70K | Buy |
+877
| New | +$72.6K | 0.06% | 101 |
|
|
2016
Q1 | – | Sell |
-11
| Closed | -$1K | – | 171 |
|
|
2015
Q4 | $1K | Buy |
+11
| New | +$773 | ﹤0.01% | 190 |
|
Other funds holding DUK
VCM
VPM
Jackson Grant Investment Advisers's DUK Position: Q1 2026 in Review
Jackson Grant Investment Advisers held its Duke Energy (DUK) position steady in Q1 2026 at 636 shares worth $83.3K. The position accounts for 0.03% of the portfolio, ranked #167.
Jackson Grant Investment Advisers first reported a position in DUK in Q4 2015 and has held it in 40 quarters since. The position peaked at $155K in Q1 2017. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Jackson Grant Investment Advisers held 636 shares of Duke Energy worth $83.3K as of Q1 2026.
- Jackson Grant Investment Advisers left its Duke Energy share count unchanged in Q1 2026.
- Duke Energy made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #167 holding.
- Jackson Grant Investment Advisers first reported a position in Duke Energy in Q4 2015 and has held it in 40 quarters since.
- Jackson Grant Investment Advisers's Duke Energy position peaked at $155K in Q1 2017.
- 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.