Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$253,919
+$6,836 QoQ
Shares Held
2,006
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,929
of 2,440 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 39%
None 61%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meridian Wealth Partners, LLC holds $476,622 across 2 Utilities - Regulated Electric names. DUK ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,006 | $253,919 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
2,744 | $222,703 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,919 | 2,006 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $247,083 | 1,887 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $217,658 | 1,857 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $226,710 | 1,832 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $366,626 | 3,107 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $376,521 | 3,087 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $341,643 | 3,171 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $359,274 | 3,116 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $311,314 | 3,106 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $293,804 | 3,038 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $320,814 | 3,306 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $286,227 | 3,243 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $288,065 | 3,210 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $313,816 | 3,253 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $322,976 | 3,136 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $292,733 | 3,147 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $333,637 | 3,112 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $305,948 | 2,740 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $25,372 | 260 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $24,228 | 251 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $63,725 | 696 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $61,106 | 690 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $57,920 | 725 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $58,071 | 718 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||