Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

DUK holding history

Duke Energy CORP in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overview All 13F holders of DUK Full Q2 2026 holdings

Shares (Q2 2026): 13,694
Value: $1.73M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of DUK by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,694	$1.73M	0.2%	−2,430−15.1%	Reduced	Holders
Q1 2026	16,124	$2.11M	0.2%	−284−1.7%	Reduced	Holders
Q4 2025	16,408	$1.92M	0.2%	+1,946+13.5%	Added	Holders
Q3 2025	14,462	$1.79M	0.2%	+266+1.9%	Added	Holders
Q2 2025	14,196	$1.68M	0.2%	−712−4.8%	Reduced	Holders
Q1 2025	14,908	$1.82M	0.2%	+210+1.4%	Added	Holders
Q4 2024	14,698	$1.58M	0.2%	−4,985−25.3%	Reduced	Holders
Q3 2024	19,683	$2.27M	0.2%	−238−1.2%	Reduced	Holders
Q2 2024	19,921	$2.00M	0.2%	−273−1.4%	Reduced	Holders
Q1 2024	20,194	$1.95M	0.2%	−1,282−6.0%	Reduced	Holders
Q4 2023	21,476	$2.08M	0.2%	−2,870−11.8%	Reduced	Holders
Q3 2023	24,346	$2.15M	0.3%	−1,354−5.3%	Reduced	Holders
Q2 2023	25,700	$2.31M	0.3%	+502+2.0%	Added	Holders
Q1 2023	25,198	$2.43M	0.3%	+3,459+15.9%	Added	Holders
Q4 2022	21,739	$2.24M	0.3%	+2,706+14.2%	Added	Holders
Q3 2022	19,033	$1.77M	0.3%	+2,328+13.9%	Added	Holders
Q2 2022	16,705	$1.79M	0.3%	+2,813+20.2%	Added	Holders
Q1 2022	13,892	$1.55M	0.2%	+3,985+40.2%	Added	Holders
Q4 2021	9,907	$1.04M	0.1%	+2,639+36.3%	Added	Holders
Q3 2021	7,268	$714.0K	0.1%	+106+1.5%	Added	Holders
Q2 2021	7,162	$709.0K	0.1%	+381+5.6%	Added	Holders
Q1 2021	6,781	$659.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.