MWP
DUK icon

Meridian Wealth Partners’s Duke Energy DUK Stock Holding History

Meridian Wealth Partners’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 		$254K Buy
2,006
+119
+6% +$15K 0.03% 103
2026
Q1 		$247K Buy
1,887
+30
+2% +$3.75K 0.03% 101
2025
Q4 		$218K Buy
1,857
+25
+1% +$3.05K 0.03% 105
2025
Q3 		$227K Sell
1,832
-1,275
-41% -$155K 0.03% 102
2025
Q2 		$367K Buy
3,107
+20
+0.6% +$2.36K 0.05% 84
2025
Q1 		$377K Sell
3,087
-84
-3% -$9.57K 0.06% 74
2024
Q4 		$342K Buy
3,171
+55
+2% +$6.23K 0.05% 82
2024
Q3 		$359K Buy
3,116
+10
+0.3% +$1.11K 0.06% 76
2024
Q2 		$311K Buy
3,106
+68
+2% +$6.8K 0.06% 81
2024
Q1 		$294K Sell
3,038
-268
-8% -$25.4K 0.05% 82
2023
Q4 		$321K Buy
3,306
+63
+2% +$5.73K 0.06% 72
2023
Q3 		$286K Buy
3,243
+33
+1% +$3.02K 0.06% 75
2023
Q2 		$288K Sell
3,210
-43
-1% -$4.06K 0.06% 72
2023
Q1 		$314K Buy
3,253
+117
+4% +$11.6K 0.07% 62
2022
Q4 		$323K Sell
3,136
-11
-0.3% -$1.06K 0.07% 59
2022
Q3 		$292K Buy
3,147
+35
+1% +$3.76K 0.07% 59
2022
Q2 		$334K Buy
3,112
+372
+14% +$40.9K 0.08% 54
2022
Q1 		$305K Buy
+2,740
New +$285K 0.06% 60
2021
Q2 		– Sell
-251
Closed -$24K – 416
2021
Q1 		$24K Sell
251
-445
-64% -$40.6K 0.01% 258
2020
Q4 		$64K Buy
696
+6
+0.9% +$555 0.03% 123
2020
Q3 		$61K Sell
690
-35
-5% -$2.88K 0.03% 117
2020
Q2 		$58K Buy
725
+7
+1% +$591 0.03% 118
2020
Q1 		$58K Sell
718
-84
-10% -$7.72K 0.03% 115
2019
Q4 		$73K Buy
+802
New +$73.5K 0.05% 112

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Meridian Wealth Partners's DUK Position: Q2 2026 in Review

Meridian Wealth Partners increased its Duke Energy (DUK) stake by 6.3% in Q2 2026, buying an estimated $15K and bringing the position to 2,006 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #103.

Meridian Wealth Partners first reported a position in DUK in Q4 2019 and has held it in 24 quarters since. The position peaked at $377K in Q1 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Meridian Wealth Partners held 2,006 shares of Duke Energy worth $254K as of Q2 2026.
  • Meridian Wealth Partners bought 119 Duke Energy shares in Q2 2026, an estimated $15K.
  • Duke Energy made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Meridian Wealth Partners first reported a position in Duke Energy in Q4 2019 and has held it in 24 quarters since.
  • Meridian Wealth Partners's Duke Energy position peaked at $377K in Q1 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.