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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
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% +$2.77K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marks Group Wealth Management's DUK Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Duke Energy (DUK) stake by 15% in Q2 2026, selling an estimated $307K and leaving 13,694 shares worth $1.73M. The position accounts for 0.15% of the portfolio, ranked #148.

Marks Group Wealth Management first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.43M in Q1 2023. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Marks Group Wealth Management held 13,694 shares of Duke Energy worth $1.73M as of Q2 2026.
  • Marks Group Wealth Management sold 2,430 Duke Energy shares in Q2 2026, an estimated $307K.
  • Duke Energy made up 0.15% of Marks Group Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Marks Group Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Duke Energy position peaked at $2.43M in Q1 2023.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.