MFG
Merit Financial Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Buy |
50,801
+8,108
| +19% | +$957K | 0.07% | 226 |
|
|
2025
Q1 | $5.21M | Buy |
42,693
+9,730
| +30% | +$1.19M | 0.08% | 216 |
|
|
2024
Q4 | $3.55M | Buy |
32,963
+3,311
| +11% | +$357K | 0.06% | 240 |
|
|
2024
Q3 | $3.42M | Sell |
29,652
-5,757
| -16% | -$664K | 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% | +$132K | 0.09% | 171 |
|
|
2023
Q4 | $3.49M | Buy |
35,985
+6,023
| +20% | +$584K | 0.11% | 132 |
|
|
2023
Q3 | $2.64M | Buy |
29,962
+302
| +1% | +$26.7K | 0.09% | 178 |
|
|
2023
Q2 | $2.66M | Buy |
29,660
+2,165
| +8% | +$194K | 0.09% | 183 |
|
|
2023
Q1 | $2.65M | Buy |
27,495
+13
| +0% | +$1.25K | 0.1% | 160 |
|
|
2022
Q4 | $2.83M | Buy |
27,482
+3,608
| +15% | +$372K | 0.1% | 145 |
|
|
2022
Q3 | $2.22M | Sell |
23,874
-2,408
| -9% | -$224K | 0.1% | 144 |
|
|
2022
Q2 | $2.82M | Buy |
26,282
+3,226
| +14% | +$346K | 0.09% | 139 |
|
|
2022
Q1 | $2.57M | Buy |
23,056
+1,932
| +9% | +$216K | 0.16% | 90 |
|
|
2021
Q4 | $2.22M | Sell |
21,124
-22
| -0.1% | -$2.31K | 0.22% | 54 |
|
|
2021
Q3 | $2.06M | Buy |
21,146
+141
| +0.7% | +$13.8K | 0.22% | 55 |
|
|
2021
Q2 | $2.07M | Buy |
21,005
+274
| +1% | +$27.1K | 0.2% | 56 |
|
|
2021
Q1 | $2M | Buy |
20,731
+833
| +4% | +$80.4K | 0.21% | 53 |
|
|
2020
Q4 | $1.82M | Sell |
19,898
-351
| -2% | -$32.1K | 0.18% | 53 |
|
|
2020
Q3 | $1.79M | Sell |
20,249
-80
| -0.4% | -$7.08K | 0.16% | 49 |
|
|
2020
Q2 | $1.62M | Buy |
20,329
+638
| +3% | +$51K | 0.16% | 51 |
|
|
2020
Q1 | $1.59M | Sell |
19,691
-316
| -2% | -$25.6K | 0.18% | 44 |
|
|
2019
Q4 | $1.83M | Buy |
20,007
+2,329
| +13% | +$212K | 0.16% | 46 |
|
|
2019
Q3 | $1.7M | Buy |
17,678
+489
| +3% | +$46.9K | 0.19% | 29 |
|
|
2019
Q2 | $1.52M | Buy |
17,189
+594
| +4% | +$52.4K | 0.18% | 21 |
|
|
2019
Q1 | $1.49M | Buy |
16,595
+412
| +3% | +$37.1K | 0.18% | 24 |
|
|
2018
Q4 | $1.4M | Sell |
16,183
-859
| -5% | -$74.1K | 0.21% | 24 |
|
|
2018
Q3 | $1.36M | Buy |
17,042
+5,839
| +52% | +$467K | 0.22% | 24 |
|
|
2018
Q2 | $885K | Buy |
11,203
+310
| +3% | +$24.5K | 0.16% | 28 |
|
|
2018
Q1 | $843K | Sell |
10,893
-121
| -1% | -$9.36K | 0.17% | 27 |
|
|
2017
Q4 | $926K | Buy |
+11,014
| New | +$926K | 0.2% | 25 |
|