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Marks Group Wealth Management, Inc: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marks Group Wealth Management, Inc on DUK, newest first. How the timeline and the estimate are built.

Marks Group Wealth Management, Inc held 13,694 DUK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,694 shares
    Change vs previous 13F -2,430 shares

    0.15% of the 13F portfolio, value $1,733,387.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,124 shares
    Change vs previous 13F -284 shares

    0.2% of the 13F portfolio, value $2,111,277.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,408 shares
    Change vs previous 13F +1,946 shares

    0.18% of the 13F portfolio, value $1,923,182.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,462 shares
    Change vs previous 13F +266 shares

    0.17% of the 13F portfolio, value $1,789,672.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,196 shares
    Change vs previous 13F -712 shares

    0.16% of the 13F portfolio, value $1,675,128.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,908 shares
    Change vs previous 13F +210 shares

    0.17% of the 13F portfolio, value $1,818,328.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,698 shares
    Change vs previous 13F -4,985 shares

    0.16% of the 13F portfolio, value $1,583,563.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,683 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,269,450.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).