MFG
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Merit Financial Group’s Duke Energy DUK Stock Holding History

Merit Financial Group’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 		$8.91M Buy
70,386
+9,560
+16% +$1.21M 0.05% 282
2026
Q1 		$7.96M Buy
60,826
+6,967
+13% +$871K 0.06% 277
2025
Q4 		$6.31M Buy
53,859
+2,197
+4% +$268K 0.05% 300
2025
Q3 		$6.39M Buy
51,662
+861
+2% +$104K 0.06% 260
2025
Q2 		$5.99M Buy
50,801
+8,108
+19% +$957K 0.07% 226
2025
Q1 		$5.21M Buy
42,693
+9,730
+30% +$1.11M 0.08% 216
2024
Q4 		$3.55M Buy
32,963
+3,311
+11% +$375K 0.06% 240
2024
Q3 		$3.42M Sell
29,652
-5,757
-16% -$641K 0.08% 202
2024
Q2 		$3.55M Sell
35,409
-1,895
-5% -$190K 0.08% 193
2024
Q1 		$3.74M Buy
37,304
+1,319
+4% +$125K 0.09% 171
2023
Q4 		$3.49M Buy
35,985
+6,023
+20% +$548K 0.11% 132
2023
Q3 		$2.64M Buy
29,962
+302
+1% +$27.7K 0.09% 180
2023
Q2 		$2.66M Buy
29,660
+2,165
+8% +$204K 0.09% 183
2023
Q1 		$2.65M Buy
27,495
+13
+0% +$1.28K 0.1% 163
2022
Q4 		$2.83M Buy
27,482
+3,608
+15% +$346K 0.1% 146
2022
Q3 		$2.22M Sell
23,874
-2,408
-9% -$259K 0.1% 145
2022
Q2 		$2.82M Buy
26,282
+3,226
+14% +$355K 0.09% 144
2022
Q1 		$2.57M Buy
23,056
+1,932
+9% +$201K 0.16% 91
2021
Q4 		$2.22M Sell
21,124
-22
-0.1% -$2.23K 0.22% 54
2021
Q3 		$2.06M Buy
21,146
+141
+0.7% +$14.6K 0.22% 55
2021
Q2 		$2.07M Buy
21,005
+274
+1% +$27.5K 0.2% 56
2021
Q1 		$2M Buy
20,731
+833
+4% +$76K 0.21% 53
2020
Q4 		$1.82M Sell
19,898
-351
-2% -$32.5K 0.18% 53
2020
Q3 		$1.79M Sell
20,249
-80
-0.4% -$6.59K 0.16% 49
2020
Q2 		$1.62M Buy
20,329
+638
+3% +$53.9K 0.16% 51
2020
Q1 		$1.59M Sell
19,691
-316
-2% -$29K 0.18% 44
2019
Q4 		$1.82M Buy
20,007
+2,329
+13% +$214K 0.16% 46
2019
Q3 		$1.7M Buy
17,678
+489
+3% +$44.5K 0.19% 29
2019
Q2 		$1.52M Buy
17,189
+594
+4% +$52.5K 0.18% 21
2019
Q1 		$1.49M Buy
16,595
+412
+3% +$36.3K 0.18% 24
2018
Q4 		$1.4M Sell
16,183
-859
-5% -$73.1K 0.21% 24
2018
Q3 		$1.36M Buy
17,042
+5,839
+52% +$472K 0.22% 24
2018
Q2 		$885K Buy
11,203
+310
+3% +$23.8K 0.16% 28
2018
Q1 		$843K Sell
10,893
-121
-1% -$9.35K 0.17% 27
2017
Q4 		$926K Buy
+11,014
New +$962K 0.2% 25

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Merit Financial Group's DUK Position: Q2 2026 in Review

Merit Financial Group increased its Duke Energy (DUK) stake by 16% in Q2 2026, buying an estimated $1.21M and bringing the position to 70,386 shares worth $8.91M. The position accounts for 0.05% of the portfolio, ranked #282.

Merit Financial Group first reported a position in DUK in Q4 2017 and has held it in 35 quarters since. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Merit Financial Group held 70,386 shares of Duke Energy worth $8.91M as of Q2 2026.
  • Merit Financial Group bought 9,560 Duke Energy shares in Q2 2026, an estimated $1.21M.
  • Duke Energy made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #282 holding.
  • Merit Financial Group first reported a position in Duke Energy in Q4 2017 and has held it in 35 quarters since.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.