Meridian Financial’s Duke Energy DUK Stock Holding History

Meridian Financial’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	$242K	Hold	1,908	–	–	0.12%	135
2026 Q1	$250K	Hold	1,908	–	–	0.14%	123
2025 Q4	$224K	Sell	1,908 -48	-2%	-$5.86K	0.12%	134
2025 Q3	$242K	Hold	1,956	–	–	0.14%	121
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%	-$28.3K	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	+$201K	0.17%	108
2023 Q1	–	Sell	-1,956	Closed	-$201K	–	97
2022 Q4	$201K	Buy	+1,956	New	+$188K	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%	+$312	0.23%	86
2021 Q4	$205K	Buy	+1,953	New	+$198K	0.19%	96

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Meridian Financial's DUK Position: Q2 2026 in Review

Meridian Financial held its Duke Energy (DUK) position steady in Q2 2026 at 1,908 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #135.

Meridian Financial first reported a position in DUK in Q4 2021 and has held it in 15 quarters since. The position peaked at $254K in Q3 2024. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Meridian Financial held 1,908 shares of Duke Energy worth $242K as of Q2 2026.
Meridian Financial left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.12% of Meridian Financial's portfolio in Q2 2026, its #135 holding.
Meridian Financial first reported a position in Duke Energy in Q4 2021 and has held it in 15 quarters since.
Meridian Financial's Duke Energy position peaked at $254K in Q3 2024.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.