Meridian Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.8M | Buy |
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|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $943K | Buy |
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|
2021
Q2 | $849K | Buy |
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|
2021
Q1 | $555K | Sell |
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|
2020
Q4 | $575K | Buy |
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|
2020
Q3 | $527K | Buy |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $314K | Sell |
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|
2019
Q2 | $2.93K | Sell |
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $359K | Sell |
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|
2018
Q3 | $334K | Sell |
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|
2018
Q2 | $401K | Buy |
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|
2018
Q1 | $392K | Buy |
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|
2017
Q4 | $411K | Sell |
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|
2017
Q3 | $430K | Sell |
|
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|
2017
Q2 | $448K | Buy |
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|
2017
Q1 | $431K | Buy |
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|
2016
Q4 | $351K | Buy |
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