Marks Group Wealth Management, Inc Duke Energy Corp Transaction History

Marks Group Wealth Management, Inc

$967 Million
Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Duke Energy Corp stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 14,698 shares of DUK stock, worth $1.63 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

14,698

Previous 19,683 25.33%

Holding current value

$1.63 Million

Previous $2.27 Million 30.23%

% of portfolio

0.16%

Previous 0.23%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$105.76 - $120.76 $527,213 - $601,988	-4,985 Reduced 25.33%	14,698 $1.58 Million
Q3 2024 Oct 30, 2024	SELL	$99.35 - $117.71 $23,645 - $28,014	-238 Reduced 1.19%	19,683 $2.27 Million
Q2 2024 Aug 14, 2024	SELL	$92.87 - $104.6 $25,353 - $28,555	-273 Reduced 1.35%	19,921 $2 Million
Q1 2024 Apr 29, 2024	SELL	$90.65 - $99.39 $116,213 - $127,417	-1,282 Reduced 5.97%	20,194 $1.95 Million
Q4 2023 Feb 01, 2024	SELL	$85.44 - $98.31 $245,212 - $282,149	-2,870 Reduced 11.79%	21,476 $2.08 Million
Q3 2023 Oct 30, 2023	SELL	$86.65 - $95.56 $117,324 - $129,388	-1,354 Reduced 5.27%	24,346 $2.15 Million
Q2 2023 Jul 19, 2023	BUY	$88.01 - $99.74 $44,181 - $50,069	502 Added 1.99%	25,700 $2.31 Million
Q1 2023 May 03, 2023	BUY	$91.55 - $105.65 $316,671 - $365,443	3,459 Added 15.91%	25,198 $2.43 Million
Q4 2022 Feb 06, 2023	BUY	$86.82 - $103.84 $234,934 - $280,991	2,706 Added 14.22%	21,739 $2.24 Million
Q3 2022 Nov 10, 2022	BUY	$24.9 - $110.88 $57,967 - $258,128	2,328 Added 13.94%	19,033 $1.77 Million
Q2 2022 Aug 09, 2022	BUY	$97.82 - $115.43 $275,167 - $324,704	2,813 Added 20.25%	16,705 $1.79 Million
Q1 2022 May 10, 2022	BUY	$97.04 - $111.66 $386,704 - $444,965	3,985 Added 40.22%	13,892 $1.55 Million
Q4 2021 Feb 14, 2022	BUY	$96.62 - $104.9 $254,980 - $276,831	2,639 Added 36.31%	9,907 $749,000
Q3 2021 Nov 15, 2021	BUY	$97.05 - $107.93 $10,287 - $11,440	106 Added 1.48%	7,268 $714,000
Q2 2021 Aug 10, 2021	BUY	$96.28 - $103.74 $36,682 - $39,524	381 Added 5.62%	7,162 $709,000
Q1 2021 May 17, 2021	BUY	$85.59 - $97.58 $41,596 - $47,423	486 Added 7.72%	6,781 $659,000
Q4 2020 Feb 08, 2021	BUY	$89.04 - $97.31 $2,671 - $2,919	30 Added 0.48%	6,295 $576,000
Q3 2020 Nov 10, 2020	BUY	$79.21 - $88.56 $13,386 - $14,966	169 Added 2.77%	6,265 $555,000
Q2 2020 Aug 10, 2020	BUY	$76.02 - $91.91 $15,812 - $19,117	208 Added 3.53%	6,096 $486,000
Q1 2020 Apr 23, 2020	BUY	$64.15 - $102.43 $11,675 - $18,642	182 Added 3.19%	5,888 $476,000
Q4 2019 Feb 12, 2020	BUY	$86.66 - $97.17 $494,481 - $554,452	5,706 New	5,706 $520,000

Others Institutions Holding DUK

# of Institutions

2,300

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $85.2B
Description
Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...

More about DUK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Account

Marks Group Wealth Management, Inc Duke Energy Corp Transaction History