Scott Marsh Financial’s Duke Energy DUK Stock Holding History

Scott Marsh Financial’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
2025 Q2	$276K	Buy	+2,340	New	+$276K	0.1%	206

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Scott Marsh Financial's DUK Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Duke Energy (DUK) in Q2 2025: 2,340 shares worth $276K. The stake represents 0.1% of the portfolio and ranks #206 among its holdings.

2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Scott Marsh Financial held 2,340 shares of Duke Energy worth $276K as of Q2 2025.
Duke Energy was a new Scott Marsh Financial position in Q2 2025.
Duke Energy made up 0.1% of Scott Marsh Financial's portfolio in Q2 2025, its #206 holding.
2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.