A detailed history of Gladstone Institutional Advisory LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 5,900 shares of DUK stock, worth $688,412. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,900
Previous 5,622 4.94%
Holding current value
$688,412
Previous $543,000 8.84%
% of portfolio
0.03%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$92.87 - $104.6 $25,817 - $29,078
278 Added 4.94%
5,900 $591,000
Q1 2024

May 14, 2024

BUY
$90.65 - $99.39 $8,067 - $8,845
89 Added 1.61%
5,622 $543,000
Q4 2023

Feb 09, 2024

BUY
$85.44 - $98.31 $86,379 - $99,391
1,011 Added 22.36%
5,533 $536,000
Q3 2023

Nov 13, 2023

SELL
$86.65 - $95.56 $65,247 - $71,956
-753 Reduced 14.27%
4,522 $399,000
Q2 2023

Aug 10, 2023

BUY
$88.01 - $99.74 $67,855 - $76,899
771 Added 17.12%
5,275 $473,000
Q1 2023

May 12, 2023

SELL
$91.55 - $105.65 $10,345 - $11,938
-113 Reduced 2.45%
4,504 $434,000
Q4 2022

Feb 01, 2023

SELL
$86.82 - $103.84 $19,708 - $23,571
-227 Reduced 4.69%
4,617 $475,000
Q3 2022

Jan 27, 2023

BUY
$24.9 - $110.88 $2,290 - $10,200
92 Added 1.94%
4,844 $451,000
Q3 2022

Oct 20, 2022

BUY
$24.9 - $110.88 $2,290 - $10,200
92 Added 1.94%
4,844 $451,000
Q2 2022

Jan 27, 2023

SELL
$97.82 - $115.43 $19,661 - $23,201
-201 Reduced 4.06%
4,752 $509,000
Q2 2022

Aug 15, 2022

SELL
$97.82 - $115.43 $19,661 - $23,201
-201 Reduced 4.06%
4,752 $509,000
Q1 2022

Jan 27, 2023

BUY
$97.04 - $111.66 $50,363 - $57,951
519 Added 11.71%
4,953 $553,000
Q1 2022

May 04, 2022

BUY
$97.04 - $111.66 $50,363 - $57,951
519 Added 11.71%
4,953 $553,000
Q4 2021

Jan 27, 2023

BUY
$96.62 - $104.9 $21,159 - $22,973
219 Added 5.2%
4,434 $465,000
Q4 2021

Feb 11, 2022

BUY
$96.62 - $104.9 $21,159 - $22,973
219 Added 5.2%
4,434 $465,000
Q3 2021

Jan 27, 2023

BUY
$97.05 - $107.93 $44,060 - $49,000
454 Added 12.07%
4,215 $411,000
Q3 2021

Nov 15, 2021

BUY
$97.05 - $107.93 $44,060 - $49,000
454 Added 12.07%
4,215 $411,000
Q2 2021

Jan 27, 2023

BUY
$96.28 - $103.74 $48,140 - $51,870
500 Added 15.33%
3,761 $371,000
Q2 2021

Aug 13, 2021

BUY
$96.28 - $103.74 $48,140 - $51,870
500 Added 15.33%
3,761 $371,000
Q1 2021

Jan 27, 2023

SELL
$85.59 - $97.58 $135,488 - $154,469
-1,583 Reduced 32.68%
3,261 $315,000
Q1 2021

May 17, 2021

BUY
$85.59 - $97.58 $279,108 - $318,208
3,261 New
3,261 $315,000
Q2 2020

Aug 17, 2020

SELL
$76.02 - $91.91 $207,078 - $250,362
-2,724 Closed
0 $0
Q1 2020

May 14, 2020

BUY
$64.15 - $102.43 $174,744 - $279,019
2,724 New
2,724 $220,000

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $89.8B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
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