Marshall Financial Group LLC Duke Energy Corp Transaction History

Marshall Financial Group LLC

$408 Million
Q4 2024

A detailed history of Marshall Financial Group LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Marshall Financial Group LLC holds 7,992 shares of DUK stock, worth $919,000. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,992

Previous 8,483 5.79%

Holding current value

$919,000

Previous $978,000 11.96%

% of portfolio

0.21%

Previous 0.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$105.76 - $120.76 $51,928 - $59,293	-491 Reduced 5.79%	7,992 $861,000
Q3 2024 Oct 16, 2024	BUY	$99.35 - $117.71 $517,216 - $612,798	5,206 Added 158.86%	8,483 $978,000
Q2 2024 Jul 19, 2024	SELL	$92.87 - $104.6 $2.01 Million - $2.27 Million	-21,659 Reduced 86.86%	3,277 $328,000
Q1 2024 Apr 19, 2024	BUY	$90.65 - $99.39 $94,094 - $103,166	1,038 Added 4.34%	24,936 $2.41 Million
Q4 2023 Jan 10, 2024	BUY	$85.44 - $98.31 $158,662 - $182,561	1,857 Added 8.43%	23,898 $2.32 Million
Q3 2023 Oct 19, 2023	SELL	$86.65 - $95.56 $12,650 - $13,951	-146 Reduced 0.66%	22,041 $1.95 Million
Q2 2023 Jul 17, 2023	BUY	$88.01 - $99.74 $82,993 - $94,054	943 Added 4.44%	22,187 $1.99 Million
Q1 2023 Apr 18, 2023	BUY	$91.55 - $105.65 $47,056 - $54,304	514 Added 2.48%	21,244 $2.05 Million
Q4 2022 Feb 01, 2023	BUY	$86.82 - $103.84 $188,573 - $225,540	2,172 Added 11.7%	20,730 $2.13 Million
Q3 2022 Oct 12, 2022	BUY	$24.9 - $110.88 $19,621 - $87,373	788 Added 4.43%	18,558 $1.73 Million
Q2 2022 Jul 25, 2022	BUY	$97.82 - $115.43 $396,953 - $468,414	4,058 Added 29.59%	17,770 $1.91 Million
Q1 2022 May 10, 2022	BUY	$97.04 - $111.66 $63,755 - $73,360	657 Added 5.03%	13,712 $1.53 Million
Q4 2021 Jan 27, 2022	BUY	$96.62 - $104.9 $908,711 - $986,584	9,405 Added 257.67%	13,055 $1.37 Million
Q3 2021 Oct 28, 2021	BUY	$97.05 - $107.93 $151,009 - $167,939	1,556 Added 74.31%	3,650 $356,000
Q2 2021 Jul 14, 2021	BUY	$96.28 - $103.74 $201,610 - $217,231	2,094 New	2,094 $207,000

Others Institutions Holding DUK

# of Institutions

2,315

Shares Held

510M

Call Options Held

4.9M

Put Options Held

3.88M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $88.5B
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...

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Marshall Financial Group LLC Duke Energy Corp Transaction History