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Marcum Wealth’s Duke Energy DUK Stock Holding History

Marcum Wealth’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
2025
Q1 		$1.17M Buy
9,573
+1,505
+19% +$172K 0.1% 101
2024
Q4 		$869K Buy
8,068
+132
+2% +$15K 0.08% 128
2024
Q3 		$915K Sell
7,936
-514
-6% -$57.2K 0.09% 120
2024
Q2 		$847K Sell
8,450
-893
-10% -$89.3K 0.08% 120
2024
Q1 		$904K Sell
9,343
-1,123
-11% -$107K 0.09% 113
2023
Q4 		$1.02M Buy
10,466
+1,065
+11% +$96.9K 0.11% 96
2023
Q3 		$830K Sell
9,401
-889
-9% -$81.5K 0.1% 105
2023
Q2 		$923K Buy
10,290
+587
+6% +$55.4K 0.11% 99
2023
Q1 		$936K Sell
9,703
-119
-1% -$11.8K 0.12% 97
2022
Q4 		$1.01M Buy
9,822
+758
+8% +$72.8K 0.13% 84
2022
Q3 		$843K Buy
9,064
+623
+7% +$66.9K 0.13% 95
2022
Q2 		$905K Buy
8,441
+55
+0.7% +$6.05K 0.14% 97
2022
Q1 		$936K Buy
8,386
+155
+2% +$16.1K 0.13% 103
2021
Q4 		$863K Buy
8,231
+80
+1% +$8.11K 0.12% 115
2021
Q3 		$796K Sell
8,151
-1,713
-17% -$177K 0.13% 118
2021
Q2 		$974K Buy
9,864
+333
+3% +$33.5K 0.16% 100
2021
Q1 		$920K Buy
9,531
+5,582
+141% +$509K 0.15% 102
2020
Q4 		$362K Buy
3,949
+424
+12% +$39.2K 0.09% 88
2020
Q3 		$312K Sell
3,525
-148
-4% -$12.2K 0.1% 78
2020
Q2 		$293K Buy
3,673
+261
+8% +$22.1K 0.09% 87
2020
Q1 		$276K Buy
3,412
+1,047
+44% +$96.2K 0.11% 70
2019
Q4 		$216K Buy
+2,365
New +$217K 0.08% 95

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marcum Wealth's DUK Position: Q1 2025 in Review

Marcum Wealth increased its Duke Energy (DUK) stake by 19% in Q1 2025, buying an estimated $172K and bringing the position to 9,573 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #101.

Marcum Wealth first reported a position in DUK in Q4 2019 and has held it in 22 quarters since. 2,265 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Marcum Wealth held 9,573 shares of Duke Energy worth $1.17M as of Q1 2025.
  • Marcum Wealth bought 1,505 Duke Energy shares in Q1 2025, an estimated $172K.
  • Duke Energy made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #101 holding.
  • Marcum Wealth first reported a position in Duke Energy in Q4 2019 and has held it in 22 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.