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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
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

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Meriwether Wealth & Planning's DUK Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Duke Energy (DUK) stake by 16% in Q2 2026, selling an estimated $55.4K and leaving 2,265 shares worth $287K. The position accounts for 0.14% of the portfolio, ranked #93.

Meriwether Wealth & Planning first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $458K in Q1 2025. 441 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Meriwether Wealth & Planning held 2,265 shares of Duke Energy worth $287K as of Q2 2026.
  • Meriwether Wealth & Planning sold 439 Duke Energy shares in Q2 2026, an estimated $55.4K.
  • Duke Energy made up 0.14% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #93 holding.
  • Meriwether Wealth & Planning first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Duke Energy position peaked at $458K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.