Meridian Investment Counsel’s Duke Energy DUK Stock Holding History

Meridian Investment Counsel’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	$530K	Hold	4,190	–	–	0.11%	159
2026 Q1	$549K	Hold	4,190	–	–	0.13%	152
2025 Q4	$491K	Hold	4,190	–	–	0.12%	155
2025 Q3	$519K	Hold	4,190	–	–	0.13%	150
2025 Q2	$494K	Buy	4,190 +445	+12%	+$52.5K	0.13%	145
2025 Q1	$457K	Hold	3,745	–	–	0.13%	145
2024 Q4	$403K	Hold	3,745	–	–	0.12%	152
2024 Q3	$432K	Hold	3,745	–	–	0.13%	145
2024 Q2	$375K	Buy	3,745 +450	+14%	+$45K	0.12%	157
2024 Q1	$319K	Buy	3,295 +150	+5%	+$14.2K	0.11%	169
2023 Q4	$305K	Hold	3,145	–	–	0.1%	171
2023 Q3	$278K	Hold	3,145	–	–	0.1%	176
2023 Q2	$282K	Hold	3,145	–	–	0.1%	174
2023 Q1	$303K	Hold	3,145	–	–	0.12%	161
2022 Q4	$324K	Hold	3,145	–	–	0.13%	157
2022 Q3	$293K	Hold	3,145	–	–	0.13%	158
2022 Q2	$337K	Hold	3,145	–	–	0.14%	148
2022 Q1	$351K	Hold	3,145	–	–	0.12%	158
2021 Q4	$330K	Hold	3,145	–	–	0.11%	165
2021 Q3	$307K	Hold	3,145	–	–	0.11%	163
2021 Q2	$310K	Hold	3,145	–	–	0.11%	163
2021 Q1	$304K	Hold	3,145	–	–	0.12%	154
2020 Q4	$288K	Hold	3,145	–	–	0.12%	152
2020 Q3	$279K	Hold	3,145	–	–	0.14%	141
2020 Q2	$251K	Hold	3,145	–	–	0.13%	148
2020 Q1	$254K	Hold	3,145	–	–	0.17%	124
2019 Q4	$287K	Hold	3,145	–	–	0.14%	144
2019 Q3	$301K	Hold	3,145	–	–	0.16%	133
2019 Q2	$278K	Hold	3,145	–	–	0.15%	138
2019 Q1	$283K	Hold	3,145	–	–	0.17%	131
2018 Q4	$271K	Hold	3,145	–	–	0.18%	124
2018 Q3	$252K	Sell	3,145 -156	-5%	-$12.6K	0.14%	150
2018 Q2	$261K	Hold	3,301	–	–	0.15%	147
2018 Q1	$256K	Sell	3,301 -58	-2%	-$4.48K	0.15%	147
2017 Q4	$283K	Hold	3,359	–	–	0.15%	144
2017 Q3	$282K	Hold	3,359	–	–	0.16%	145
2017 Q2	$281K	Hold	3,359	–	–	0.17%	142
2017 Q1	$275K	Hold	3,359	–	–	0.17%	143
2016 Q4	$261K	Sell	3,359 -290	-8%	-$22.2K	0.17%	142
2016 Q3	$292K	Hold	3,649	–	–	0.2%	129
2016 Q2	$313K	Hold	3,649	–	–	0.21%	124
2016 Q1	$294K	Hold	3,649	–	–	0.21%	125
2015 Q4	$261K	Hold	3,649	–	–	0.19%	128
2015 Q3	$263K	Hold	3,649	–	–	0.22%	116
2015 Q2	$258K	Sell	3,649 -333	-8%	-$25.2K	0.19%	126
2015 Q1	$306K	Hold	3,982	–	–	0.21%	118
2014 Q4	$333K	Hold	3,982	–	–	0.24%	106
2014 Q3	$298K	Hold	3,982	–	–	0.22%	114
2014 Q2	$295K	Hold	3,982	–	–	0.23%	118
2014 Q1	$284K	Hold	3,982	–	–	0.24%	107
2013 Q4	$275K	Buy	+3,982	New	+$279K	0.23%	109

Other funds holding DUK

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Meridian Investment Counsel's DUK Position: Q2 2026 in Review

Meridian Investment Counsel held its Duke Energy (DUK) position steady in Q2 2026 at 4,190 shares worth $530K. The position accounts for 0.11% of the portfolio, ranked #159.

Meridian Investment Counsel first reported a position in DUK in Q4 2013 and has held it in 51 quarters since. The position peaked at $549K in Q1 2026. 1,337 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Meridian Investment Counsel held 4,190 shares of Duke Energy worth $530K as of Q2 2026.
Meridian Investment Counsel left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.11% of Meridian Investment Counsel's portfolio in Q2 2026, its #159 holding.
Meridian Investment Counsel first reported a position in Duke Energy in Q4 2013 and has held it in 51 quarters since.
Meridian Investment Counsel's Duke Energy position peaked at $549K in Q1 2026.
1,337 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.