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Meridian Wealth Advisors’s Duke Energy DUK Stock Holding History

Meridian Wealth Advisors’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
2020
Q4 		– Sell
-2,256
Closed -$200K – 181
2020
Q3 		$200K Buy
+2,256
New +$186K 0.09% 154
2019
Q1 		– Sell
-1,147
Closed -$99K – 200
2018
Q4 		$99K Buy
+1,147
New +$97.6K 0.08% 174

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meridian Wealth Advisors's DUK Position: Q4 2020 in Review

Meridian Wealth Advisors sold out of Duke Energy (DUK) in Q4 2020, closing a stake of 2,256 shares — an estimated $200K sold.

Meridian Wealth Advisors first reported a position in DUK in Q4 2018 and held it in 2 quarters. The position peaked at $200K in Q3 2020. 1,639 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

  • Meridian Wealth Advisors reported no remaining Duke Energy position as of Q4 2020 after selling out during the quarter.
  • Meridian Wealth Advisors sold 2,256 Duke Energy shares in Q4 2020, an estimated $200K.
  • Meridian Wealth Advisors first reported a position in Duke Energy in Q4 2018 and held it in 2 quarters.
  • Meridian Wealth Advisors's Duke Energy position peaked at $200K in Q3 2020.
  • 1,639 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on Meridian Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.