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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Investment Management's DUK Position: Q1 2026 in Review

Marshall Investment Management increased its Duke Energy (DUK) stake by 7.5% in Q1 2026, buying an estimated $229K and bringing the position to 26,428 shares worth $3.46M. The position accounts for 1.66% of the portfolio, ranked #22.

Marshall Investment Management first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Marshall Investment Management held 26,428 shares of Duke Energy worth $3.46M as of Q1 2026.
  • Marshall Investment Management bought 1,833 Duke Energy shares in Q1 2026, an estimated $229K.
  • Duke Energy made up 1.66% of Marshall Investment Management's portfolio in Q1 2026, its #22 holding.
  • Marshall Investment Management first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.