Meridian Financial Partners LLC

Position in DUK — Duke Energy CORP

CIK 1763722 WARRENTON, VA

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,757,563

-$91,178 QoQ

Shares Held

13,885

-1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#865

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Meridian Financial Partners LLC holds $4,779,107 across 3 Utilities - Regulated Electric names. DUK ranks #2 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	23,410	$2,054,695
2	DUK	Duke Energy CORP This page	13,885	$1,757,563
3	D	Dominion Energy, Inc	14,158	$966,849

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,757,563	13,885	-1.7%	Shares	Sole	2026-07-24
2026-03-31	$1,848,741	14,119	-0.1%	Shares	Sole	2026-04-15
2025-12-31	$1,656,880	14,136	+2.2%	Shares	Sole	2026-02-05
2025-09-30	$1,711,338	13,829	+1.2%	Shares	Sole	2025-10-20
2025-06-30	$1,612,470	13,665	+0.6%	Shares	Sole	2025-08-07
2025-03-31	$1,657,206	13,587	-0.6%	Shares	Sole	2025-04-14
2024-12-31	$1,472,590	13,668	+0.3%	Shares	Sole	2025-01-14
2024-09-30	$1,570,962	13,625	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$1,359,920	13,568	+2.1%	Shares	Sole	2024-07-19
2024-03-31	$1,285,566	13,293	+1.1%	Shares	Sole	2024-04-17
2023-12-31	$1,276,173	13,151	+2.8%	Shares	Sole	2024-01-19
2023-09-30	$1,129,110	12,793	+0.4%	Shares	Sole	2023-10-20
2023-06-30	$1,142,928	12,736	+5.9%	Shares	Sole	2023-07-24
2023-03-31	$1,160,437	12,029	-0.3%	Shares	Sole	2023-04-19
2022-12-31	$1,242,059	12,060	+2.8%	Shares	Sole	2023-01-20
2022-09-30	$1,091,217	11,731	+1.8%	Shares	Sole	2022-10-24
2022-06-30	$1,235,166	11,521	+2.1%	Shares	Sole	2022-07-29
2022-03-31	$1,259,748	11,282	-1.2%	Shares	Sole	2022-05-02
2021-12-31	$1,197,853	11,419	+6.3%	Shares	Sole	2022-01-27
2021-09-30	$1,048,019	10,739	-0.1%	Shares	Sole	2021-10-25
2021-06-30	$1,060,746	10,745	+2.9%	Shares	Sole	2021-07-21
2021-03-31	$1,008,352	10,446	+2.9%	Shares	Sole	2021-04-21
2020-12-31	$929,700	10,154	+0.7%	Shares	Sole	2021-01-21
2020-09-30	$893,393	10,088	+6.1%	Shares	Sole	2020-11-02
2020-06-30	$759,674	9,509	+48.8%	Shares	Sole	2020-07-21
2020-03-31	$516,904	6,391	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.