Marietta Investment Partners’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 | $265K | Hold |
2,025
| – | – | 0.05% | 146 |
|
|
2025
Q4 | $237K | Sell |
2,025
-1,418
| -41% | -$173K | 0.05% | 156 |
|
|
2025
Q3 | $426K | Sell |
3,443
-138
| -4% | -$16.7K | 0.08% | 131 |
|
|
2025
Q2 | $423K | Hold |
3,581
| – | – | 0.09% | 127 |
|
|
2025
Q1 | $437K | Hold |
3,581
| – | – | 0.11% | 123 |
|
|
2024
Q4 | $386K | Hold |
3,581
| – | – | 0.09% | 127 |
|
|
2024
Q3 | $413K | Hold |
3,581
| – | – | 0.09% | 126 |
|
|
2024
Q2 | $359K | Hold |
3,581
| – | – | 0.08% | 132 |
|
|
2024
Q1 | $346K | Hold |
3,581
| – | – | 0.08% | 133 |
|
|
2023
Q4 | $348K | Sell |
3,581
-3,000
| -46% | -$273K | 0.09% | 130 |
|
|
2023
Q3 | $581K | Hold |
6,581
| – | – | 0.16% | 106 |
|
|
2023
Q2 | $591K | Hold |
6,581
| – | – | 0.15% | 107 |
|
|
2023
Q1 | $635K | Sell |
6,581
-166
| -2% | -$16.4K | 0.18% | 101 |
|
|
2022
Q4 | $695K | Hold |
6,747
| – | – | 0.2% | 96 |
|
|
2022
Q3 | $632K | Hold |
6,747
| – | – | 0.19% | 97 |
|
|
2022
Q2 | $723K | Buy |
6,747
+2,025
| +43% | +$223K | 0.22% | 94 |
|
|
2022
Q1 | $527K | Hold |
4,722
| – | – | 0.12% | 124 |
|
|
2021
Q4 | $495K | Hold |
4,722
| – | – | 0.1% | 132 |
|
|
2021
Q3 | $461K | Hold |
4,722
| – | – | 0.11% | 133 |
|
|
2021
Q2 | $466K | Hold |
4,722
| – | – | 0.11% | 130 |
|
|
2021
Q1 | $456K | Hold |
4,722
| – | – | 0.11% | 127 |
|
|
2020
Q4 | $432K | Hold |
4,722
| – | – | 0.11% | 116 |
|
|
2020
Q3 | $418K | Hold |
4,722
| – | – | 0.13% | 109 |
|
|
2020
Q2 | $377K | Hold |
4,722
| – | – | 0.13% | 106 |
|
|
2020
Q1 | $382K | Hold |
4,722
| – | – | 0.16% | 87 |
|
|
2019
Q4 | $431K | Hold |
4,722
| – | – | 0.14% | 107 |
|
|
2019
Q3 | $453K | Hold |
4,722
| – | – | 0.16% | 98 |
|
|
2019
Q2 | $417K | Hold |
4,722
| – | – | 0.14% | 106 |
|
|
2019
Q1 | $425K | Hold |
4,722
| – | – | 0.13% | 103 |
|
|
2018
Q4 | $408K | Buy |
4,722
+1,400
| +42% | +$119K | 0.16% | 90 |
|
|
2018
Q3 | $266K | Hold |
3,322
| – | – | 0.08% | 130 |
|
|
2018
Q2 | $263K | Sell |
3,322
-870
| -21% | -$66.9K | 0.08% | 125 |
|
|
2018
Q1 | $325K | Hold |
4,192
| – | – | 0.1% | 111 |
|
|
2017
Q4 | $353K | Hold |
4,192
| – | – | 0.1% | 114 |
|
|
2017
Q3 | $352K | Buy |
+4,192
| New | +$359K | 0.11% | 105 |
|
Other funds holding DUK
VCM
VPM
Marietta Investment Partners's DUK Position: Q1 2026 in Review
Marietta Investment Partners held its Duke Energy (DUK) position steady in Q1 2026 at 2,025 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #146.
Marietta Investment Partners first reported a position in DUK in Q3 2017 and has held it in 35 quarters since. The position peaked at $723K in Q2 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Marietta Investment Partners held 2,025 shares of Duke Energy worth $265K as of Q1 2026.
- Marietta Investment Partners left its Duke Energy share count unchanged in Q1 2026.
- Duke Energy made up 0.05% of Marietta Investment Partners's portfolio in Q1 2026, its #146 holding.
- Marietta Investment Partners first reported a position in Duke Energy in Q3 2017 and has held it in 35 quarters since.
- Marietta Investment Partners's Duke Energy position peaked at $723K in Q2 2022.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.