Meridian Financial Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 2032629 HOLLISTON, MA

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$241,514

-$8,319 QoQ

Shares Held

1,908

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,969

of 2,446 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Meridian Financial Advisors, LLC holds $1,536,081 across 5 Utilities - Regulated Electric names. DUK ranks #5 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	4,227	$404,566
2	D	Dominion Energy, Inc	4,735	$323,353
3	AEP	American Electric Power Co Inc	2,189	$299,477
4	NEE	Nextera Energy Inc	3,044	$267,171
5	DUK	Duke Energy CORP This page	1,908	$241,514

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,514	1,908	0.0%	Shares	Sole	2026-07-22
2026-03-31	$249,833	1,908	0.0%	Shares	Sole	2026-04-21
2025-12-31	$223,636	1,908	-2.5%	Shares	Sole	2026-01-23
2025-09-30	$242,055	1,956	0.0%	Shares	Sole	2025-10-20
2025-06-30	$230,808	1,956	0.0%	Shares	Sole	2025-07-16
2025-03-31	$238,573	1,956	0.0%	Shares	Sole	2025-04-25
2024-12-31	$210,739	1,956	-11.3%	Shares	Sole	2025-01-15
2024-09-30	$254,351	2,206	0.0%	Shares	Sole	2024-10-15
2024-06-30	$221,107	2,206	0.0%	Shares	Sole	2024-08-13
2024-03-31	$213,342	2,206	0.0%	Shares	Sole	2024-08-13
2023-12-31	$214,070	2,206	+12.8%	Shares	Sole	2024-08-13
2022-12-31	$201,448	1,956	0.0%	Shares	Sole	2024-08-13
2022-06-30	$209,702	1,956	0.0%	Shares	Sole	2024-08-13
2022-03-31	$218,406	1,956	+0.2%	Shares	Sole	2024-08-13
2021-12-31	$204,869	1,953	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.