Meridian Wealth Management’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 | $1.68M | Buy |
14,266
+233
| +2% | +$27.5K | 0.07% | 227 |
|
|
2025
Q1 | $1.71M | Buy |
14,033
+340
| +2% | +$41.5K | 0.08% | 201 |
|
|
2024
Q4 | $1.48M | Sell |
13,693
-10
| -0.1% | -$1.08K | 0.07% | 223 |
|
|
2024
Q3 | $1.58M | Sell |
13,703
-61
| -0.4% | -$7.03K | 0.08% | 210 |
|
|
2024
Q2 | $1.38M | Buy |
+13,764
| New | +$1.38M | 0.16% | 101 |
|
|
2024
Q1 | – | Sell |
-13,370
| Closed | -$1.3M | – | 281 |
|
|
2023
Q4 | $1.3M | Buy |
13,370
+1,536
| +13% | +$149K | 0.08% | 225 |
|
|
2023
Q3 | $1.04M | Buy |
11,834
+332
| +3% | +$29.3K | 0.06% | 228 |
|
|
2023
Q2 | $1.03M | Sell |
11,502
-58
| -0.5% | -$5.21K | 0.09% | 190 |
|
|
2023
Q1 | $1.12M | Buy |
11,560
+274
| +2% | +$26.4K | 0.1% | 190 |
|
|
2022
Q4 | $1.16M | Buy |
11,286
+75
| +0.7% | +$7.73K | 0.11% | 172 |
|
|
2022
Q3 | $1.04M | Sell |
11,211
-306
| -3% | -$28.5K | 0.11% | 178 |
|
|
2022
Q2 | $1.24M | Buy |
11,517
+1,902
| +20% | +$204K | 0.1% | 213 |
|
|
2022
Q1 | $1.07M | Sell |
9,615
-676
| -7% | -$75.5K | 0.12% | 151 |
|
|
2021
Q4 | $1.08M | Buy |
10,291
+631
| +7% | +$66.2K | 0.12% | 146 |
|
|
2021
Q3 | $943K | Buy |
9,660
+1,067
| +12% | +$104K | 0.12% | 153 |
|
|
2021
Q2 | $849K | Buy |
8,593
+2,844
| +49% | +$281K | 0.11% | 162 |
|
|
2021
Q1 | $555K | Sell |
5,749
-538
| -9% | -$51.9K | 0.08% | 201 |
|
|
2020
Q4 | $575K | Buy |
6,287
+328
| +6% | +$30K | 0.09% | 175 |
|
|
2020
Q3 | $527K | Buy |
5,959
+2,232
| +60% | +$197K | 0.13% | 136 |
|
|
2020
Q2 | $298K | Sell |
3,727
-642
| -15% | -$51.3K | 0.1% | 162 |
|
|
2020
Q1 | $353K | Buy |
4,369
+805
| +23% | +$65K | 0.16% | 138 |
|
|
2019
Q4 | $324K | Buy |
3,564
+293
| +9% | +$26.6K | 0.16% | 143 |
|
|
2019
Q3 | $314K | Sell |
3,271
-54
| -2% | -$5.18K | 0.15% | 144 |
|
|
2019
Q2 | $2.93K | Sell |
3,325
-227
| -6% | -$200 | 0.12% | 149 |
|
|
2019
Q1 | $320K | Sell |
3,552
-610
| -15% | -$55K | 0.15% | 132 |
|
|
2018
Q4 | $359K | Sell |
4,162
-16
| -0.4% | -$1.38K | 0.21% | 91 |
|
|
2018
Q3 | $334K | Sell |
4,178
-890
| -18% | -$71.1K | 0.14% | 123 |
|
|
2018
Q2 | $401K | Buy |
5,068
+2
| +0% | +$158 | 0.19% | 111 |
|
|
2018
Q1 | $392K | Buy |
5,066
+149
| +3% | +$11.5K | 0.2% | 108 |
|
|
2017
Q4 | $411K | Sell |
4,917
-199
| -4% | -$16.6K | 0.25% | 96 |
|
|
2017
Q3 | $430K | Sell |
5,116
-246
| -5% | -$20.7K | 0.27% | 90 |
|
|
2017
Q2 | $448K | Buy |
5,362
+104
| +2% | +$8.69K | 0.28% | 84 |
|
|
2017
Q1 | $431K | Buy |
5,258
+732
| +16% | +$60K | 0.26% | 93 |
|
|
2016
Q4 | $351K | Buy |
+4,526
| New | +$351K | 0.28% | 78 |
|