Marks Group Wealth Management
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Marks Group Wealth Management’s Duke Energy DUK Stock Holding History

Marks Group Wealth Management’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
2026
Q3 		$1.52M Sell
13,323
-371
-3% -$45.4K 0.13% 162
2026
Q2 		$1.73M Sell
13,694
-2,430
-15% -$307K 0.15% 148
2026
Q1 		$2.11M Sell
16,124
-284
-2% -$35.5K 0.2% 130
2025
Q4 		$1.92M Buy
16,408
+1,946
+13% +$238K 0.18% 133
2025
Q3 		$1.79M Buy
14,462
+266
+2% +$32.3K 0.17% 131
2025
Q2 		$1.68M Sell
14,196
-712
-5% -$84K 0.16% 132
2025
Q1 		$1.82M Buy
14,908
+210
+1% +$23.9K 0.18% 130
2024
Q4 		$1.58M Sell
14,698
-4,985
-25% -$565K 0.16% 135
2024
Q3 		$2.27M Sell
19,683
-238
-1% -$26.5K 0.22% 117
2024
Q2 		$2M Sell
19,921
-273
-1% -$27.3K 0.21% 117
2024
Q1 		$1.95M Sell
20,194
-1,282
-6% -$122K 0.2% 122
2023
Q4 		$2.08M Sell
21,476
-2,870
-12% -$261K 0.24% 122
2023
Q3 		$2.15M Sell
24,346
-1,354
-5% -$124K 0.27% 112
2023
Q2 		$2.31M Buy
25,700
+502
+2% +$47.4K 0.27% 113
2023
Q1 		$2.43M Buy
25,198
+3,459
+16% +$342K 0.31% 105
2022
Q4 		$2.24M Buy
21,739
+2,706
+14% +$260K 0.31% 104
2022
Q3 		$1.77M Buy
19,033
+2,328
+14% +$250K 0.27% 110
2022
Q2 		$1.79M Buy
16,705
+2,813
+20% +$309K 0.26% 115
2022
Q1 		$1.55M Buy
13,892
+3,985
+40% +$414K 0.19% 125
2021
Q4 		$1.04M Buy
9,907
+2,639
+36% +$268K 0.13% 171
2021
Q3 		$714K Buy
7,268
+106
+1% +$11K 0.1% 177
2021
Q2 		$709K Buy
7,162
+381
+6% +$38.3K 0.1% 160
2021
Q1 		$659K Buy
6,781
+486
+8% +$44.4K 0.1% 161
2020
Q4 		$576K Buy
6,295
+30
+0.5% +$2.78K 0.09% 167
2020
Q3 		$555K Buy
6,265
+169
+3% +$13.9K 0.1% 166
2020
Q2 		$486K Buy
6,096
+208
+4% +$17.6K 0.1% 166
2020
Q1 		$476K Buy
5,888
+182
+3% +$16.7K 0.12% 151
2019
Q4 		$520K Buy
+5,706
New +$523K 0.1% 169

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Marks Group Wealth Management's DUK Position: Q3 2026 in Review

Marks Group Wealth Management reduced its Duke Energy (DUK) stake by 2.7% in Q3 2026, selling an estimated $45.4K and leaving 13,323 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #162.

Marks Group Wealth Management first reported a position in DUK in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.43M in Q1 2023. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Marks Group Wealth Management held 13,323 shares of Duke Energy worth $1.52M as of Q3 2026.
  • Marks Group Wealth Management sold 371 Duke Energy shares in Q3 2026, an estimated $45.4K.
  • Duke Energy made up 0.13% of Marks Group Wealth Management's portfolio in Q3 2026, its #162 holding.
  • Marks Group Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 28 quarters since.
  • Marks Group Wealth Management's Duke Energy position peaked at $2.43M in Q1 2023.
  • 1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.