Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,733,385
-$377,890 QoQ
Shares Held
13,694
-15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#869
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $14,993,959 across 9 Utilities - Regulated Electric names. DUK ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
65,499 | $2,884,575 | |
| 2 | ETR |
Entergy Corp /De/
|
18,506 | $2,125,598 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
16,439 | $1,919,581 | |
| 4 | DUK |
Duke Energy CORP
This page
|
13,694 | $1,733,385 | |
| 5 | EIX |
Edison International
|
21,310 | $1,586,529 | |
| 6 | PPL |
PPL Corp
|
42,672 | $1,551,126 | |
| 7 | AEE |
Ameren Corp
|
12,661 | $1,431,199 | |
| 8 | ES |
Eversource Energy
|
16,827 | $1,216,087 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,733,385 | 13,694 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $2,111,275 | 16,124 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $1,923,180 | 16,408 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,789,672 | 14,462 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,675,128 | 14,196 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $1,818,328 | 14,908 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $1,583,561 | 14,698 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,269,449 | 19,683 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $1,996,680 | 19,921 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,952,961 | 20,194 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $2,084,030 | 21,476 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $2,148,777 | 24,346 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,306,318 | 25,700 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,430,850 | 25,198 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,238,899 | 21,739 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,770,449 | 19,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,790,943 | 16,705 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,551,180 | 13,892 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,039,244 | 9,907 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $709,284 | 7,268 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $707,032 | 7,162 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $654,569 | 6,781 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $576,370 | 6,295 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $554,828 | 6,265 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $487,009 | 6,096 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $476,221 | 5,888 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||