Merit Financial Group, LLC

Position in DUK — Duke Energy CORP

CIK 1621225 ALPHARETTA, GA

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$8,909,455

+$944,901 QoQ

Shares Held

70,386

+15.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#347

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Merit Financial Group, LLC holds $113,717,904 across 31 Utilities - Regulated Electric names. DUK ranks #5 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	114,295	$10,939,170
2	AEP	American Electric Power Co Inc	77,844	$10,649,832
3	NEE	Nextera Energy Inc	117,949	$10,352,378
4	WEC	Wec Energy Group, Inc.	78,182	$9,129,307
5	DUK	Duke Energy CORP This page	70,386	$8,909,455
6	EIX	Edison International	102,639	$7,641,469
7	LNT	Alliant Energy Corp	86,734	$6,616,933
8	PCG	PG&E Corp	383,850	$6,456,354

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,909,455	70,386	+15.7%	Shares	Other	2026-07-20
2026-03-31	$7,964,554	60,826	+12.9%	Shares	Other	2026-04-15
2025-12-31	$6,312,810	53,859	+4.3%	Shares	Other	2026-01-26
2025-09-30	$6,393,170	51,662	+1.7%	Shares	Other	2025-11-07
2025-06-30	$5,994,518	50,801	+19.0%	Shares	Sole	2025-07-22
2025-03-31	$5,207,265	42,693	+29.5%	Shares	Sole	2025-04-09
2024-12-31	$3,551,433	32,963	+11.2%	Shares	Sole	2025-01-15
2024-09-30	$3,418,875	29,652	-16.3%	Shares	Sole	2024-10-17
2024-06-30	$3,549,044	35,409	-5.1%	Shares	Sole	2024-08-13
2024-03-31	$3,607,669	37,304	+3.7%	Shares	Sole	2024-05-06
2023-12-31	$3,491,984	35,985	+20.1%	Shares	Sole	2024-02-06
2023-09-30	$2,644,446	29,962	+1.0%	Shares	Sole	2023-11-07
2023-06-30	$2,661,688	29,660	+7.9%	Shares	Sole	2023-08-01
2023-03-31	$2,652,442	27,495	+0.0%	Shares	Sole	2023-04-24
2022-12-31	$2,830,371	27,482	+15.1%	Shares	Sole	2023-01-13
2022-09-30	$2,220,759	23,874	-9.2%	Shares	Sole	2022-10-31
2022-06-30	$2,817,693	26,282	+14.0%	Shares	Sole	2022-08-08
2022-03-31	$2,574,432	23,056	+9.1%	Shares	Sole	2022-05-13
2021-12-31	$2,215,907	21,124	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$2,063,638	21,146	+0.7%	Shares	Sole	2021-10-27
2021-06-30	$2,073,613	21,005	+1.3%	Shares	Sole	2021-08-16
2021-03-31	$2,001,163	20,731	+4.2%	Shares	Sole	2021-05-18
2020-12-31	$1,821,860	19,898	-1.7%	Shares	Sole	2021-02-12
2020-09-30	$1,793,251	20,249	-0.4%	Shares	Sole	2020-11-10
2020-06-30	$1,624,083	20,329	+3.2%	Shares	Sole	2020-08-13
2020-03-31	$1,592,608	19,691	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.