Marks Group Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
14,196
-712
| -5% | -$84K | 0.16% | 132 |
|
|
2025
Q1 | $1.82M | Buy |
14,908
+210
| +1% | +$25.6K | 0.18% | 130 |
|
|
2024
Q4 | $1.58M | Sell |
14,698
-4,985
| -25% | -$537K | 0.16% | 135 |
|
|
2024
Q3 | $2.27M | Sell |
19,683
-238
| -1% | -$27.4K | 0.22% | 117 |
|
|
2024
Q2 | $2M | Sell |
19,921
-273
| -1% | -$27.4K | 0.21% | 117 |
|
|
2024
Q1 | $1.95M | Sell |
20,194
-1,282
| -6% | -$124K | 0.2% | 122 |
|
|
2023
Q4 | $2.08M | Sell |
21,476
-2,870
| -12% | -$279K | 0.24% | 122 |
|
|
2023
Q3 | $2.15M | Sell |
24,346
-1,354
| -5% | -$120K | 0.27% | 112 |
|
|
2023
Q2 | $2.31M | Buy |
25,700
+502
| +2% | +$45K | 0.27% | 113 |
|
|
2023
Q1 | $2.43M | Buy |
25,198
+3,459
| +16% | +$334K | 0.31% | 105 |
|
|
2022
Q4 | $2.24M | Buy |
21,739
+2,706
| +14% | +$279K | 0.31% | 104 |
|
|
2022
Q3 | $1.77M | Buy |
19,033
+2,328
| +14% | +$216K | 0.27% | 110 |
|
|
2022
Q2 | $1.79M | Buy |
16,705
+2,813
| +20% | +$302K | 0.26% | 115 |
|
|
2022
Q1 | $1.55M | Buy |
13,892
+3,985
| +40% | +$445K | 0.19% | 125 |
|
|
2021
Q4 | $1.04M | Buy |
9,907
+2,639
| +36% | +$276K | 0.13% | 171 |
|
|
2021
Q3 | $714K | Buy |
7,268
+106
| +1% | +$10.4K | 0.1% | 177 |
|
|
2021
Q2 | $709K | Buy |
7,162
+381
| +6% | +$37.7K | 0.1% | 160 |
|
|
2021
Q1 | $659K | Buy |
6,781
+486
| +8% | +$47.2K | 0.1% | 161 |
|
|
2020
Q4 | $576K | Buy |
6,295
+30
| +0.5% | +$2.75K | 0.09% | 167 |
|
|
2020
Q3 | $555K | Buy |
6,265
+169
| +3% | +$15K | 0.1% | 166 |
|
|
2020
Q2 | $486K | Buy |
6,096
+208
| +4% | +$16.6K | 0.1% | 166 |
|
|
2020
Q1 | $476K | Buy |
5,888
+182
| +3% | +$14.7K | 0.12% | 151 |
|
|
2019
Q4 | $520K | Buy |
+5,706
| New | +$520K | 0.1% | 169 |
|