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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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% +$45.1K 0.12% 157
2024
Q1 		$319K Buy
3,295
+150
+5% +$14.5K 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% -$12.5K 0.14% 150
2018
Q2 		$261K Hold
3,301
– – 0.15% 147
2018
Q1 		$256K Sell
3,301
-58
-2% -$4.5K 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% -$22.5K 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% -$23.5K 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 +$275K 0.23% 109