Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$675,051
+$44,314 QoQ
Shares Held
5,333
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,307
of 2,446 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $12,814,890 across 16 Utilities - Regulated Electric names. DUK ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,757 | $4,103,861 | |
| 2 | SO |
Southern Co
|
23,803 | $2,278,185 | |
| 3 | LNT |
Alliant Energy Corp
|
13,529 | $1,032,127 | |
| 4 | DUK |
Duke Energy CORP
This page
|
5,333 | $675,051 | |
| 5 | EXC |
Exelon Corp
|
13,935 | $649,649 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,478 | $612,635 | |
| 7 | DTE |
Dte Energy Co
|
3,876 | $590,586 | |
| 8 | PPL |
PPL Corp
|
15,423 | $560,626 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,051 | 5,333 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $630,737 | 4,817 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $499,080 | 4,258 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $549,326 | 4,439 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $532,298 | 4,511 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $598,628 | 4,908 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $643,423 | 5,972 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $697,910 | 6,053 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $591,357 | 5,900 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $543,703 | 5,622 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $536,922 | 5,533 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $399,111 | 4,522 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $473,378 | 5,275 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $434,500 | 4,504 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $475,504 | 4,617 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $450,588 | 4,844 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $509,461 | 4,752 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $553,051 | 4,953 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $465,126 | 4,434 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $411,341 | 4,215 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $371,285 | 3,761 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $314,784 | 3,261 | Shares | Sole | 2023-01-30 | |
| 2020-03-31 | $220,317 | 2,724 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||