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Meramec Financial Planners’s Duke Energy DUK Stock Holding History

Meramec Financial Planners’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
2,147
+71
+3% +$8.96K 0.1% 104
2026
Q1 		$265K Buy
2,076
+4
+0.2% +$500 0.11% 102
2025
Q4 		$252K Buy
+2,072
New +$253K 0.1% 109

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Meramec Financial Planners's DUK Position: Q2 2026 in Review

Meramec Financial Planners increased its Duke Energy (DUK) stake by 3.4% in Q2 2026, buying an estimated $8.96K and bringing the position to 2,147 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #104.

Meramec Financial Planners first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Meramec Financial Planners held 2,147 shares of Duke Energy worth $277K as of Q2 2026.
  • Meramec Financial Planners bought 71 Duke Energy shares in Q2 2026, an estimated $8.96K.
  • Duke Energy made up 0.1% of Meramec Financial Planners's portfolio in Q2 2026, its #104 holding.
  • Meramec Financial Planners first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.