Marshall Financial Group (Maryland)’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 | $839K | Sell |
7,154
-389
| -5% | -$45.6K | 0.16% | 151 |
|
|
2025
Q1 | $920K | Sell |
7,543
-449
| -6% | -$54.8K | 0.2% | 125 |
|
|
2024
Q4 | $861K | Sell |
7,992
-491
| -6% | -$52.9K | 0.21% | 125 |
|
|
2024
Q3 | $978K | Buy |
8,483
+5,206
| +159% | +$600K | 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% | +$100K | 0.69% | 32 |
|
|
2023
Q4 | $2.32M | Buy |
23,898
+1,857
| +8% | +$180K | 0.75% | 31 |
|
|
2023
Q3 | $1.95M | Sell |
22,041
-146
| -0.7% | -$12.9K | 0.7% | 37 |
|
|
2023
Q2 | $1.99M | Buy |
22,187
+943
| +4% | +$84.6K | 0.68% | 40 |
|
|
2023
Q1 | $2.05M | Buy |
21,244
+514
| +2% | +$49.6K | 0.74% | 33 |
|
|
2022
Q4 | $2.14M | Buy |
20,730
+2,172
| +12% | +$224K | 0.83% | 36 |
|
|
2022
Q3 | $1.73M | Buy |
18,558
+788
| +4% | +$73.3K | 0.73% | 31 |
|
|
2022
Q2 | $1.91M | Buy |
17,770
+4,058
| +30% | +$435K | 0.76% | 30 |
|
|
2022
Q1 | $1.53M | Buy |
13,712
+657
| +5% | +$73.4K | 0.63% | 40 |
|
|
2021
Q4 | $1.37M | Buy |
13,055
+9,405
| +258% | +$986K | 0.5% | 62 |
|
|
2021
Q3 | $356K | Buy |
3,650
+1,556
| +74% | +$152K | 0.18% | 137 |
|
|
2021
Q2 | $207K | Buy |
+2,094
| New | +$207K | 0.11% | 167 |
|