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Meridian Financial Partners’s Duke Energy DUK Stock Holding History

Meridian Financial Partners’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 		$1.73M Sell
13,885
-234
-2% -$29.5K 0.59% 33
2026
Q1 		$1.86M Sell
14,119
-17
-0.1% -$2.13K 0.71% 33
2025
Q4 		$1.69M Buy
14,136
+307
+2% +$37.5K 0.67% 33
2025
Q3 		$1.73M Buy
13,829
+164
+1% +$19.9K 0.72% 32
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% -$9.23K 0.84% 26
2024
Q4 		$1.47M Buy
13,668
+43
+0.3% +$4.87K 0.78% 30
2024
Q3 		$1.57M Buy
13,625
+57
+0.4% +$6.34K 0.79% 27
2024
Q2 		$1.45M Buy
13,568
+275
+2% +$27.5K 0.86% 28
2024
Q1 		$1.24M Buy
13,293
+142
+1% +$13.5K 1.59% 18
2023
Q4 		$1.26M Buy
13,151
+358
+3% +$32.6K 1.29% 21
2023
Q3 		$1.12M Buy
12,793
+57
+0.4% +$5.23K 1.15% 22
2023
Q2 		$1.19M Buy
12,736
+707
+6% +$66.7K 0.71% 32
2023
Q1 		$1.17M Sell
12,029
-31
-0.3% -$3.06K 1.33% 18
2022
Q4 		$1.23M Buy
12,060
+329
+3% +$31.6K 1.38% 18
2022
Q3 		$1.02M Buy
11,731
+210
+2% +$22.6K 1.44% 17
2022
Q2 		$1.23M Buy
11,521
+239
+2% +$26.3K 0.83% 31
2022
Q1 		$1.26M Sell
11,282
-137
-1% -$14.2K 1.88% 15
2021
Q4 		$1.17M Buy
11,419
+680
+6% +$68.9K 0.79% 30
2021
Q3 		$1.08M Sell
10,739
-6
-0.1% -$621 0.73% 32
2021
Q2 		$1.11M Buy
10,745
+299
+3% +$30K 0.76% 28
2021
Q1 		$1.06M Buy
10,446
+292
+3% +$26.6K 0.8% 26
2020
Q4 		$922K Buy
10,154
+66
+0.7% +$6.11K 0.71% 26
2020
Q3 		$940K Buy
10,088
+579
+6% +$47.7K 0.79% 25
2020
Q2 		$777K Buy
9,509
+3,118
+49% +$263K 0.7% 26
2020
Q1 		$576K Buy
6,391
+382
+6% +$35.1K 0.62% 31
2019
Q4 		$543K Buy
6,009
+94
+2% +$8.62K 0.54% 34
2019
Q3 		$560K Buy
5,915
+845
+17% +$76.9K 0.63% 29
2019
Q2 		$455K Buy
5,070
+208
+4% +$18.4K 0.51% 37
2019
Q1 		$433K Buy
4,862
+1,540
+46% +$136K 0.49% 38
2018
Q4 		$287K Buy
+3,322
New +$283K 0.39% 42

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Meridian Financial Partners's DUK Position: Q2 2026 in Review

Meridian Financial Partners reduced its Duke Energy (DUK) stake by 1.7% in Q2 2026, selling an estimated $29.5K and leaving 13,885 shares worth $1.73M. The position accounts for 0.59% of the portfolio, ranked #33.

Meridian Financial Partners first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.86M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Meridian Financial Partners held 13,885 shares of Duke Energy worth $1.73M as of Q2 2026.
  • Meridian Financial Partners sold 234 Duke Energy shares in Q2 2026, an estimated $29.5K.
  • Duke Energy made up 0.59% of Meridian Financial Partners's portfolio in Q2 2026, its #33 holding.
  • Meridian Financial Partners first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • Meridian Financial Partners's Duke Energy position peaked at $1.86M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.