Duke Energy shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 25k | 96.71 |
| 2023-12-31 | $2.3M | 24k | 97.04 |
| 2023-09-30 | $1.9M | 22k | 88.26 |
| 2023-06-30 | $2.0M | 22k | 89.74 |
| 2023-03-31 | $2.0M | 21k | 96.47 |
| 2022-12-31 | $2.1M | 21k | 102.99 |
| 2022-09-30 | $1.7M | 19k | 93.01 |
| 2022-06-30 | $1.9M | 18k | 107.20 |
| 2022-03-31 | $1.5M | 14k | 111.65 |
| 2021-12-31 | $1.4M | 13k | 104.86 |
| 2021-09-30 | $356k | 3.7k | 97.53 |
| 2021-06-30 | $207k | 2.1k | 98.85 |