Meridian Financial Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
13,665
+78
| +0.6% | +$9.2K | 0.76% | 31 |
|
|
2025
Q1 | $1.66M | Sell |
13,587
-81
| -0.6% | -$9.88K | 0.84% | 26 |
|
|
2024
Q4 | $1.47M | Buy |
13,668
+43
| +0.3% | +$4.63K | 0.78% | 30 |
|
|
2024
Q3 | $1.57M | Buy |
13,625
+57
| +0.4% | +$6.57K | 0.79% | 27 |
|
|
2024
Q2 | $1.45M | Buy |
13,568
+275
| +2% | +$29.4K | 0.86% | 28 |
|
|
2024
Q1 | $1.24M | Buy |
13,293
+142
| +1% | +$13.2K | 1.59% | 18 |
|
|
2023
Q4 | $1.26M | Buy |
13,151
+358
| +3% | +$34.3K | 1.29% | 21 |
|
|
2023
Q3 | $1.12M | Buy |
12,793
+57
| +0.4% | +$5K | 1.15% | 22 |
|
|
2023
Q2 | $1.19M | Buy |
12,736
+707
| +6% | +$65.9K | 0.71% | 32 |
|
|
2023
Q1 | $1.17M | Sell |
12,029
-31
| -0.3% | -$3.02K | 1.33% | 18 |
|
|
2022
Q4 | $1.23M | Buy |
12,060
+329
| +3% | +$33.6K | 1.38% | 18 |
|
|
2022
Q3 | $1.02M | Buy |
11,731
+210
| +2% | +$18.2K | 1.44% | 17 |
|
|
2022
Q2 | $1.23M | Buy |
11,521
+239
| +2% | +$25.5K | 0.83% | 31 |
|
|
2022
Q1 | $1.26M | Sell |
11,282
-137
| -1% | -$15.3K | 1.88% | 15 |
|
|
2021
Q4 | $1.17M | Buy |
11,419
+680
| +6% | +$69.5K | 0.79% | 30 |
|
|
2021
Q3 | $1.08M | Sell |
10,739
-6
| -0.1% | -$604 | 0.73% | 32 |
|
|
2021
Q2 | $1.12M | Buy |
10,745
+299
| +3% | +$31K | 0.76% | 28 |
|
|
2021
Q1 | $1.06M | Buy |
10,446
+292
| +3% | +$29.6K | 0.8% | 26 |
|
|
2020
Q4 | $922K | Buy |
10,154
+66
| +0.7% | +$5.99K | 0.71% | 26 |
|
|
2020
Q3 | $940K | Buy |
10,088
+579
| +6% | +$54K | 0.79% | 25 |
|
|
2020
Q2 | $777K | Buy |
9,509
+3,118
| +49% | +$255K | 0.7% | 26 |
|
|
2020
Q1 | $576K | Buy |
6,391
+382
| +6% | +$34.4K | 0.62% | 31 |
|
|
2019
Q4 | $543K | Buy |
6,009
+94
| +2% | +$8.49K | 0.54% | 34 |
|
|
2019
Q3 | $560K | Buy |
5,915
+845
| +17% | +$80K | 0.63% | 29 |
|
|
2019
Q2 | $455K | Buy |
5,070
+208
| +4% | +$18.7K | 0.51% | 37 |
|
|
2019
Q1 | $433K | Buy |
4,862
+1,540
| +46% | +$137K | 0.49% | 38 |
|
|
2018
Q4 | $287K | Buy |
+3,322
| New | +$287K | 0.39% | 42 |
|