Meridian Wealth Partners’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 | $367K | Buy |
3,107
+20
| +0.6% | +$2.36K | 0.05% | 84 |
|
|
2025
Q1 | $377K | Sell |
3,087
-84
| -3% | -$10.2K | 0.06% | 74 |
|
|
2024
Q4 | $342K | Buy |
3,171
+55
| +2% | +$5.93K | 0.05% | 82 |
|
|
2024
Q3 | $359K | Buy |
3,116
+10
| +0.3% | +$1.15K | 0.06% | 76 |
|
|
2024
Q2 | $311K | Buy |
3,106
+68
| +2% | +$6.82K | 0.06% | 81 |
|
|
2024
Q1 | $294K | Sell |
3,038
-268
| -8% | -$25.9K | 0.05% | 82 |
|
|
2023
Q4 | $321K | Buy |
3,306
+63
| +2% | +$6.11K | 0.06% | 72 |
|
|
2023
Q3 | $286K | Buy |
3,243
+33
| +1% | +$2.91K | 0.06% | 75 |
|
|
2023
Q2 | $288K | Sell |
3,210
-43
| -1% | -$3.86K | 0.06% | 72 |
|
|
2023
Q1 | $314K | Buy |
3,253
+117
| +4% | +$11.3K | 0.07% | 62 |
|
|
2022
Q4 | $323K | Sell |
3,136
-11
| -0.3% | -$1.13K | 0.07% | 59 |
|
|
2022
Q3 | $292K | Buy |
3,147
+35
| +1% | +$3.25K | 0.07% | 59 |
|
|
2022
Q2 | $334K | Buy |
3,112
+372
| +14% | +$39.9K | 0.08% | 54 |
|
|
2022
Q1 | $305K | Buy |
+2,740
| New | +$305K | 0.06% | 60 |
|
|
2021
Q2 | – | Sell |
-251
| Closed | -$24K | – | 415 |
|
|
2021
Q1 | $24K | Sell |
251
-445
| -64% | -$42.6K | 0.01% | 254 |
|
|
2020
Q4 | $64K | Buy |
696
+6
| +0.9% | +$552 | 0.03% | 123 |
|
|
2020
Q3 | $61K | Sell |
690
-35
| -5% | -$3.09K | 0.03% | 117 |
|
|
2020
Q2 | $58K | Buy |
725
+7
| +1% | +$560 | 0.03% | 118 |
|
|
2020
Q1 | $58K | Sell |
718
-84
| -10% | -$6.79K | 0.03% | 115 |
|
|
2019
Q4 | $73K | Buy |
+802
| New | +$73K | 0.05% | 111 |
|