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Marshall Investment Management’s Duke Energy DUK Stock Holding History

Marshall Investment 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 		$3.59M Buy
28,395
+1,967
+7% +$248K 1.49% 23
2026
Q1 		$3.46M Buy
26,428
+1,833
+7% +$229K 1.66% 22
2025
Q4 		$2.88M Buy
24,595
+2,892
+13% +$353K 1.45% 21
2025
Q3 		$2.69M Buy
+21,703
New +$2.63M 1.42% 25
2025
Q2 		– Sell
-21,422
Closed -$2.61M – 68
2025
Q1 		$2.61M Buy
21,422
+661
+3% +$75.3K 1.62% 22
2024
Q4 		$2.39M Buy
+20,761
New +$2.35M 1.41% 29

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

Marshall Investment Management's DUK Position: Q2 2026 in Review

Marshall Investment Management increased its Duke Energy (DUK) stake by 7.4% in Q2 2026, buying an estimated $248K and bringing the position to 28,395 shares worth $3.59M. The position accounts for 1.49% of the portfolio, ranked #23.

Marshall Investment Management first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Marshall Investment Management held 28,395 shares of Duke Energy worth $3.59M as of Q2 2026.
  • Marshall Investment Management bought 1,967 Duke Energy shares in Q2 2026, an estimated $248K.
  • Duke Energy made up 1.49% of Marshall Investment Management's portfolio in Q2 2026, its #23 holding.
  • Marshall Investment Management first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.