Meridian Financial’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 | $231K | Hold |
1,956
| – | – | 0.15% | 111 |
|
|
2025
Q1 | $239K | Hold |
1,956
| – | – | 0.17% | 101 |
|
|
2024
Q4 | $211K | Sell |
1,956
-250
| -11% | -$26.9K | 0.15% | 113 |
|
|
2024
Q3 | $254K | Hold |
2,206
| – | – | 0.17% | 110 |
|
|
2024
Q2 | $221K | Hold |
2,206
| – | – | 0.16% | 115 |
|
|
2024
Q1 | $213K | Hold |
2,206
| – | – | 0.16% | 116 |
|
|
2023
Q4 | $214K | Buy |
+2,206
| New | +$214K | 0.17% | 108 |
|
|
2023
Q1 | – | Sell |
-1,956
| Closed | -$201K | – | 97 |
|
|
2022
Q4 | $201K | Buy |
+1,956
| New | +$201K | 0.21% | 88 |
|
|
2022
Q3 | – | Sell |
-1,956
| Closed | -$210K | – | 88 |
|
|
2022
Q2 | $210K | Hold |
1,956
| – | – | 0.24% | 85 |
|
|
2022
Q1 | $218K | Buy |
1,956
+3
| +0.2% | +$335 | 0.23% | 86 |
|
|
2021
Q4 | $205K | Buy |
+1,953
| New | +$205K | 0.19% | 96 |
|