Duke Energy shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 14k | 115.30 |
| 2024-06-30 | $1.4M | 14k | 100.23 |
| 2023-12-31 | $1.3M | 13k | 97.03 |
| 2023-09-30 | $1.0M | 12k | 88.26 |
| 2023-06-30 | $1.0M | 12k | 89.74 |
| 2023-03-31 | $1.1M | 12k | 96.47 |
| 2022-12-31 | $1.2M | 11k | 102.99 |
| 2022-09-30 | $1.0M | 11k | 93.03 |
| 2022-06-30 | $1.2M | 12k | 107.23 |
| 2022-03-31 | $1.1M | 9.6k | 111.70 |
| 2021-12-31 | $1.1M | 10k | 105.26 |
| 2021-09-30 | $943k | 9.7k | 97.63 |
| 2021-06-30 | $849k | 8.6k | 98.80 |
| 2021-03-31 | $555k | 5.7k | 96.54 |
| 2020-12-31 | $575k | 6.3k | 91.46 |
| 2020-09-30 | $527k | 6.0k | 88.44 |
| 2020-06-30 | $298k | 3.7k | 79.96 |
| 2020-03-31 | $353k | 4.4k | 80.80 |
| 2019-12-31 | $324k | 3.6k | 90.91 |
| 2019-09-30 | $314k | 3.3k | 96.00 |
| 2019-06-30 | $2.9M | 3.3k | 882.11 |
| 2019-03-31 | $3.2M | 3.6k | 900.06 |
| 2018-12-31 | $359k | 4.2k | 86.26 |
| 2018-09-30 | $334k | 4.2k | 79.94 |
| 2018-06-30 | $401k | 5.1k | 79.12 |
| 2018-03-31 | $392k | 5.1k | 77.38 |
| 2017-12-31 | $411k | 4.9k | 83.59 |
| 2017-09-30 | $430k | 5.1k | 84.05 |
| 2017-06-30 | $448k | 5.4k | 83.55 |
| 2017-03-31 | $431k | 431k | 1.00 |
| 2016-12-31 | $351k | 4.5k | 77.55 |
More positions owned by Meridian Wealth Management
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