Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,349,306
+$30,239 QoQ
Shares Held
26,460
+4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#638
of 2,446 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,827,763 across 11 Utilities - Regulated Electric names. DUK ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
55,960 | $5,355,931 | |
| 2 | FE |
Firstenergy Corp
|
95,358 | $4,533,319 | |
| 3 | D |
Dominion Energy, Inc
|
60,758 | $4,149,163 | |
| 4 | DUK |
Duke Energy CORP
This page
|
26,460 | $3,349,306 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
32,950 | $2,674,222 | |
| 6 | NEE |
Nextera Energy Inc
|
20,265 | $1,778,659 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,576 | $1,310,092 | |
| 8 | EXC |
Exelon Corp
|
12,730 | $593,472 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,349,306 | 26,460 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,319,067 | 25,348 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,880,048 | 16,040 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,797,468 | 14,525 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,683,388 | 14,266 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,711,605 | 14,033 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,475,283 | 13,693 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,579,955 | 13,703 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,379,565 | 13,764 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $1,297,424 | 13,370 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,044,468 | 11,834 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,032,189 | 11,502 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,115,193 | 11,560 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,162,345 | 11,286 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,042,847 | 11,211 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,234,737 | 11,517 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,073,610 | 9,615 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,079,525 | 10,291 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $942,719 | 9,660 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $848,300 | 8,593 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $554,950 | 5,749 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $575,637 | 6,287 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $527,729 | 5,959 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $297,750 | 3,727 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $353,364 | 4,369 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||