Marino Stram & Associates’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
Q2 | $2.3M | Buy |
18,167
+83
| +0.5% | +$10.5K | 0.37% | 49 |
|
|
2026
Q1 | $2.37M | Buy |
18,084
+33
| +0.2% | +$4.13K | 0.43% | 44 |
|
|
2025
Q4 | $2.12M | Buy |
18,051
+235
| +1% | +$28.7K | 0.38% | 44 |
|
|
2025
Q3 | $2.2M | Sell |
17,816
-184
| -1% | -$22.3K | 0.4% | 43 |
|
|
2025
Q2 | $2.12M | Buy |
18,000
+506
| +3% | +$59.7K | 0.43% | 41 |
|
|
2025
Q1 | $2.13M | Buy |
17,494
+54
| +0.3% | +$6.16K | 0.47% | 40 |
|
|
2024
Q4 | $1.88M | Buy |
17,440
+35
| +0.2% | +$3.96K | 0.42% | 42 |
|
|
2024
Q3 | $2.01M | Buy |
17,405
+149
| +0.9% | +$16.6K | 0.45% | 39 |
|
|
2024
Q2 | $1.73M | Sell |
17,256
-45
| -0.3% | -$4.5K | 0.42% | 43 |
|
|
2024
Q1 | $1.67M | Buy |
17,301
+273
| +2% | +$25.9K | 0.4% | 42 |
|
|
2023
Q4 | $1.65M | Buy |
17,028
+167
| +1% | +$15.2K | 0.43% | 39 |
|
|
2023
Q3 | $1.49M | Buy |
16,861
+414
| +3% | +$38K | 0.44% | 40 |
|
|
2023
Q2 | $1.48M | Sell |
16,447
-125
| -0.8% | -$11.8K | 0.42% | 39 |
|
|
2023
Q1 | $1.6M | Buy |
16,572
+514
| +3% | +$50.8K | 0.48% | 37 |
|
|
2022
Q4 | $1.65M | Buy |
16,058
+276
| +2% | +$26.5K | 0.52% | 34 |
|
|
2022
Q3 | $1.47M | Buy |
15,782
+409
| +3% | +$43.9K | 0.53% | 34 |
|
|
2022
Q2 | $1.65M | Sell |
15,373
-34
| -0.2% | -$3.74K | 0.57% | 33 |
|
|
2022
Q1 | $1.72M | Buy |
15,407
+147
| +1% | +$15.3K | 0.54% | 34 |
|
|
2021
Q4 | $1.6M | Buy |
15,260
+496
| +3% | +$50.3K | 0.49% | 35 |
|
|
2021
Q3 | $1.44M | Buy |
+14,764
| New | +$1.53M | 0.5% | 34 |
|
|
2021
Q2 | – | Sell |
-13,465
| Closed | -$1.3M | – | 257 |
|
|
2021
Q1 | $1.3M | Buy |
13,465
+1,283
| +11% | +$117K | 0.51% | 35 |
|
|
2020
Q4 | $1.11M | Buy |
12,182
+177
| +1% | +$16.4K | 0.5% | 38 |
|
|
2020
Q3 | $1.06M | Buy |
12,005
+407
| +4% | +$33.5K | 0.57% | 36 |
|
|
2020
Q2 | $927K | Buy |
11,598
+2,131
| +23% | +$180K | 0.55% | 38 |
|
|
2020
Q1 | $766K | Buy |
9,467
+1,855
| +24% | +$170K | 0.59% | 34 |
|
|
2019
Q4 | $694K | Buy |
7,612
+658
| +9% | +$60.3K | 0.45% | 42 |
|
|
2019
Q3 | $667K | Buy |
6,954
+257
| +4% | +$23.4K | 0.47% | 40 |
|
|
2019
Q2 | $591K | Buy |
6,697
+1,464
| +28% | +$129K | 0.43% | 41 |
|
|
2019
Q1 | $471K | Buy |
5,233
+1,130
| +28% | +$99.6K | 0.34% | 45 |
|
|
2018
Q4 | $384K | Sell |
4,103
-375
| -8% | -$31.9K | 0.34% | 49 |
|
|
2018
Q3 | $358K | Sell |
4,478
-165
| -4% | -$13.3K | 0.29% | 56 |
|
|
2018
Q2 | $367K | Sell |
4,643
-205
| -4% | -$15.8K | 0.33% | 52 |
|
|
2018
Q1 | $376K | Sell |
4,848
-1,366
| -22% | -$106K | 0.35% | 54 |
|
|
2017
Q4 | $523K | Buy |
+6,214
| New | +$543K | 0.48% | 43 |
|
Other funds holding DUK
SP
COPPSERS
BCWM
MF
Marino Stram & Associates's DUK Position: Q2 2026 in Review
Marino Stram & Associates increased its Duke Energy (DUK) stake by 0.46% in Q2 2026, buying an estimated $10.5K and bringing the position to 18,167 shares worth $2.3M. The position accounts for 0.37% of the portfolio, ranked #49.
Marino Stram & Associates first reported a position in DUK in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.37M in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Marino Stram & Associates held 18,167 shares of Duke Energy worth $2.3M as of Q2 2026.
- Marino Stram & Associates bought 83 Duke Energy shares in Q2 2026, an estimated $10.5K.
- Duke Energy made up 0.37% of Marino Stram & Associates's portfolio in Q2 2026, its #49 holding.
- Marino Stram & Associates first reported a position in Duke Energy in Q4 2017 and has held it in 34 quarters since.
- Marino Stram & Associates's Duke Energy position peaked at $2.37M in Q1 2026.
- 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.