Meriwether Wealth & Planning’s Duke Energy DUK Stock Holding History

Meriwether Wealth & Planning’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 Q3	$244K	Sell	2,141 -124	-5%	-$15.2K	0.11%	102
2026 Q2	$287K	Sell	2,265 -439	-16%	-$55.4K	0.14%	93
2026 Q1	$354K	Sell	2,704 -70	-3%	-$8.75K	0.19%	80
2025 Q4	$325K	Sell	2,774 -451	-14%	-$55.1K	0.18%	81
2025 Q3	$399K	Sell	3,225 -104	-3%	-$12.6K	0.23%	73
2025 Q2	$393K	Sell	3,329 -430	-11%	-$50.7K	0.25%	73
2025 Q1	$458K	Buy	3,759 +118	+3%	+$13.5K	0.3%	65
2024 Q4	$392K	Buy	+3,641	New	+$412K	0.28%	67

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Meriwether Wealth & Planning's DUK Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Duke Energy (DUK) stake by 5.5% in Q3 2026, selling an estimated $15.2K and leaving 2,141 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #102.

Meriwether Wealth & Planning first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $458K in Q1 2025. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Meriwether Wealth & Planning held 2,141 shares of Duke Energy worth $244K as of Q3 2026.
Meriwether Wealth & Planning sold 124 Duke Energy shares in Q3 2026, an estimated $15.2K.
Duke Energy made up 0.11% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #102 holding.
Meriwether Wealth & Planning first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Duke Energy position peaked at $458K in Q1 2025.
720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.