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Marshall Financial Group (Maryland)’s Duke Energy DUK Stock Holding History

Marshall Financial Group (Maryland)’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 		$536K Sell
4,234
-635
-13% -$80.1K 0.08% 210
2026
Q1 		$638K Sell
4,869
-1,156
-19% -$145K 0.1% 183
2025
Q4 		$706K Sell
6,025
-554
-8% -$67.7K 0.14% 177
2025
Q3 		$814K Sell
6,579
-575
-8% -$69.8K 0.16% 154
2025
Q2 		$839K Sell
7,154
-389
-5% -$45.9K 0.16% 151
2025
Q1 		$920K Sell
7,543
-449
-6% -$51.2K 0.2% 125
2024
Q4 		$861K Sell
7,992
-491
-6% -$55.6K 0.21% 125
2024
Q3 		$978K Buy
8,483
+5,206
+159% +$579K 0.23% 118
2024
Q2 		$328K Sell
3,277
-21,659
-87% -$2.17M 0.09% 146
2024
Q1 		$2.41M Buy
24,936
+1,038
+4% +$98.5K 0.69% 32
2023
Q4 		$2.32M Buy
23,898
+1,857
+8% +$169K 0.75% 31
2023
Q3 		$1.95M Sell
22,041
-146
-0.7% -$13.4K 0.7% 37
2023
Q2 		$1.99M Buy
22,187
+943
+4% +$89K 0.68% 40
2023
Q1 		$2.05M Buy
21,244
+514
+2% +$50.8K 0.74% 33
2022
Q4 		$2.14M Buy
20,730
+2,172
+12% +$208K 0.83% 36
2022
Q3 		$1.73M Buy
18,558
+788
+4% +$84.6K 0.73% 31
2022
Q2 		$1.91M Buy
17,770
+4,058
+30% +$446K 0.76% 30
2022
Q1 		$1.53M Buy
13,712
+657
+5% +$68.2K 0.63% 40
2021
Q4 		$1.37M Buy
13,055
+9,405
+258% +$953K 0.5% 62
2021
Q3 		$356K Buy
3,650
+1,556
+74% +$161K 0.18% 137
2021
Q2 		$207K Buy
+2,094
New +$210K 0.11% 167

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DUK Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Duke Energy (DUK) stake by 13% in Q2 2026, selling an estimated $80.1K and leaving 4,234 shares worth $536K. The position accounts for 0.08% of the portfolio, ranked #210.

Marshall Financial Group (Maryland) first reported a position in DUK in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.41M in Q1 2024. 948 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Marshall Financial Group (Maryland) held 4,234 shares of Duke Energy worth $536K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 635 Duke Energy shares in Q2 2026, an estimated $80.1K.
  • Duke Energy made up 0.08% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #210 holding.
  • Marshall Financial Group (Maryland) first reported a position in Duke Energy in Q2 2021 and has held it in 21 quarters since.
  • Marshall Financial Group (Maryland)'s Duke Energy position peaked at $2.41M in Q1 2024.
  • 948 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.