Marco Investment Management’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 | $4.56M | Sell |
34,815
-64
| -0.2% | -$8K | 0.34% | 66 |
|
|
2025
Q4 | $4.09M | Hold |
34,879
| – | – | 0.31% | 70 |
|
|
2025
Q3 | $4.32M | Buy |
34,879
+40
| +0.1% | +$4.85K | 0.33% | 67 |
|
|
2025
Q2 | $4.11M | Buy |
34,839
+323
| +0.9% | +$38.1K | 0.34% | 65 |
|
|
2025
Q1 | $4.21M | Sell |
34,516
-153
| -0.4% | -$17.4K | 0.39% | 60 |
|
|
2024
Q4 | $3.74M | Sell |
34,669
-300
| -0.9% | -$34K | 0.32% | 69 |
|
|
2024
Q3 | $4.03M | Sell |
34,969
-150
| -0.4% | -$16.7K | 0.35% | 65 |
|
|
2024
Q2 | $3.52M | Sell |
35,119
-19,741
| -36% | -$1.97M | 0.32% | 65 |
|
|
2024
Q1 | $5.31M | Buy |
54,860
+2,128
| +4% | +$202K | 0.5% | 55 |
|
|
2023
Q4 | $5.12M | Buy |
52,732
+320
| +0.6% | +$29.1K | 0.52% | 54 |
|
|
2023
Q3 | $4.63M | Sell |
52,412
-78
| -0.1% | -$7.15K | 0.53% | 54 |
|
|
2023
Q2 | $4.71M | Sell |
52,490
-172
| -0.3% | -$16.2K | 0.51% | 55 |
|
|
2023
Q1 | $5.08M | Buy |
52,662
+150
| +0.3% | +$14.8K | 0.57% | 52 |
|
|
2022
Q4 | $5.41M | Sell |
52,512
-48
| -0.1% | -$4.61K | 0.63% | 50 |
|
|
2022
Q3 | $4.89M | Sell |
52,560
-610
| -1% | -$65.5K | 0.62% | 51 |
|
|
2022
Q2 | $5.7M | Buy |
53,170
+1,700
| +3% | +$187K | 0.66% | 49 |
|
|
2022
Q1 | $5.75M | Sell |
51,470
-450
| -0.9% | -$46.7K | 0.58% | 54 |
|
|
2021
Q4 | $5.45M | Sell |
51,920
-270
| -0.5% | -$27.4K | 0.54% | 54 |
|
|
2021
Q3 | $5.09M | Buy |
52,190
+15
| +0% | +$1.55K | 0.56% | 53 |
|
|
2021
Q2 | $5.15M | Sell |
52,175
-70
| -0.1% | -$7.03K | 0.6% | 51 |
|
|
2021
Q1 | $5.04M | Sell |
52,245
-248
| -0.5% | -$22.6K | 0.66% | 43 |
|
|
2020
Q4 | $4.81M | Sell |
52,493
-1,480
| -3% | -$137K | 0.69% | 42 |
|
|
2020
Q3 | $4.78M | Sell |
53,973
-491
| -0.9% | -$40.5K | 0.78% | 38 |
|
|
2020
Q2 | $4.35M | Sell |
54,464
-849
| -2% | -$71.7K | 0.8% | 39 |
|
|
2020
Q1 | $4.47M | Sell |
55,313
-775
| -1% | -$71.2K | 0.95% | 38 |
|
|
2019
Q4 | $5.12M | Sell |
56,088
-2,450
| -4% | -$225K | 0.79% | 39 |
|
|
2019
Q3 | $5.61M | Hold |
58,538
| – | – | 0.96% | 33 |
|
|
2019
Q2 | $5.17M | Sell |
58,538
-1,135
| -2% | -$100K | 0.92% | 37 |
|
|
2019
Q1 | $5.37M | Sell |
59,673
-5,000
| -8% | -$441K | 1% | 32 |
|
|
2018
Q4 | $5.58M | Sell |
64,673
-3,661
| -5% | -$312K | 1.11% | 30 |
|
|
2018
Q3 | $5.47M | Sell |
68,334
-100
| -0.1% | -$8.09K | 0.78% | 44 |
|
|
2018
Q2 | $5.41M | Sell |
68,434
-568
| -0.8% | -$43.7K | 0.84% | 40 |
|
|
2018
Q1 | $5.35M | Sell |
69,002
-25,200
| -27% | -$1.95M | 0.83% | 42 |
|
|
2017
Q4 | $7.92M | Sell |
94,202
-2,163
| -2% | -$189K | 1.21% | 27 |
|
|
2017
Q3 | $8.09M | Sell |
96,365
-435
| -0.4% | -$37.2K | 1.26% | 25 |
|
|
2017
Q2 | $8.09M | Hold |
96,800
| – | – | 1.34% | 25 |
|
|
2017
Q1 | $7.94M | Sell |
96,800
-775
| -0.8% | -$61.6K | 1.35% | 28 |
|
|
2016
Q4 | $7.57M | Sell |
97,575
-525
| -0.5% | -$40.2K | 1.32% | 26 |
|
|
2016
Q3 | $7.85M | Buy |
98,100
+2,634
| +3% | +$218K | 1.41% | 22 |
|
|
2016
Q2 | $8.19M | Sell |
95,466
-6,111
| -6% | -$488K | 1.52% | 18 |
|
|
2016
Q1 | $8.2K | Buy |
101,577
+1,550
| +2% | +$117K | 1.18% | 18 |
|
|
2015
Q4 | $7.14M | Buy |
100,027
+166
| +0.2% | +$11.7K | 1.33% | 24 |
|
|
2015
Q3 | $7.18M | Sell |
99,861
-1,659
| -2% | -$120K | 1.42% | 20 |
|
|
2015
Q2 | $7.17M | Sell |
101,520
-2,434
| -2% | -$184K | 1.2% | 27 |
|
|
2015
Q1 | $7.98M | Sell |
103,954
-100
| -0.1% | -$8.12K | 1.39% | 23 |
|
|
2014
Q4 | $8.69M | Buy |
104,054
+1,228
| +1% | +$99K | 1.09% | 20 |
|
|
2014
Q3 | $7.69M | Buy |
102,826
+1,100
| +1% | +$80.3K | 1.06% | 21 |
|
|
2014
Q2 | $7.55M | Buy |
101,726
+14,800
| +17% | +$1.06M | 1.44% | 21 |
|
|
2014
Q1 | $6.19M | Sell |
86,926
-2,300
| -3% | -$160K | 1.29% | 23 |
|
|
2013
Q4 | $6.16K | Buy |
89,226
+9,985
| +13% | +$699K | 0.32% | 23 |
|
|
2013
Q3 | $5.29M | Buy |
+79,241
| New | +$5.41M | 1.22% | 26 |
|
Other funds holding DUK
VCM
VPM
Marco Investment Management's DUK Position: Q1 2026 in Review
Marco Investment Management reduced its Duke Energy (DUK) stake by 0.18% in Q1 2026, selling an estimated $8K and leaving 34,815 shares worth $4.56M. The position accounts for 0.34% of the portfolio, ranked #66.
Marco Investment Management first reported a position in DUK in Q3 2013 and has held it in 51 quarters since. The position peaked at $8.69M in Q4 2014. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Marco Investment Management held 34,815 shares of Duke Energy worth $4.56M as of Q1 2026.
- Marco Investment Management sold 64 Duke Energy shares in Q1 2026, an estimated $8K.
- Duke Energy made up 0.34% of Marco Investment Management's portfolio in Q1 2026, its #66 holding.
- Marco Investment Management first reported a position in Duke Energy in Q3 2013 and has held it in 51 quarters since.
- Marco Investment Management's Duke Energy position peaked at $8.69M in Q4 2014.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.