Duke Energy shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 20k | 96.71 |
| 2023-12-31 | $2.1M | 22k | 97.06 |
| 2023-09-30 | $2.1M | 24k | 88.26 |
| 2023-06-30 | $2.3M | 26k | 89.74 |
| 2023-03-31 | $2.4M | 25k | 96.47 |
| 2022-12-31 | $2.2M | 22k | 102.99 |
| 2022-09-30 | $1.8M | 19k | 93.00 |
| 2022-06-30 | $1.8M | 17k | 107.21 |
| 2022-03-31 | $1.6M | 14k | 111.65 |
| 2021-12-31 | $1.0M | 9.9k | 104.57 |
| 2021-09-30 | $714k | 7.3k | 98.24 |
| 2021-06-30 | $709k | 7.2k | 98.99 |
| 2021-03-31 | $659k | 6.8k | 97.18 |
| 2020-12-31 | $576k | 6.3k | 91.50 |
| 2020-09-30 | $555k | 6.3k | 88.59 |
| 2020-06-30 | $486k | 6.1k | 79.72 |
| 2020-03-31 | $476k | 5.9k | 80.84 |
| 2019-12-31 | $520k | 5.7k | 91.13 |
More positions owned by Marks Group Wealth Management
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