Marks Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $2.43M | Buy |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.79M | Buy |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $709K | Buy |
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|
2021
Q1 | $659K | Buy |
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|
2020
Q4 | $576K | Buy |
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|
2020
Q3 | $555K | Buy |
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|
2020
Q2 | $486K | Buy |
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|
2020
Q1 | $476K | Buy |
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|
2019
Q4 | $520K | Buy |
|