Duke Energy shares owned by Merit Financial Group
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.3M | 54k | 117.20 |
| 2025-09-30 | $6.4M | 52k | 123.75 |
| 2025-06-30 | $6.0M | 51k | 118.00 |
| 2025-03-31 | $5.2M | 43k | 121.97 |
| 2024-12-31 | $3.6M | 33k | 107.74 |
| 2024-09-30 | $3.4M | 30k | 115.30 |
| 2024-03-31 | $3.7M | 37k | 100.26 |
| 2023-12-31 | $3.5M | 36k | 97.04 |
| 2023-09-30 | $2.6M | 30k | 88.26 |
| 2023-06-30 | $2.7M | 30k | 89.74 |
| 2023-03-31 | $2.7M | 28k | 96.47 |
| 2022-12-31 | $2.8M | 28k | 102.99 |
| 2022-09-30 | $2.2M | 24k | 93.03 |
| 2022-06-30 | $2.8M | 26k | 107.22 |
| 2022-03-31 | $2.6M | 23k | 111.64 |
| 2021-12-31 | $2.2M | 21k | 104.90 |
| 2021-09-30 | $2.1M | 21k | 97.61 |
| 2021-06-30 | $2.1M | 21k | 98.74 |
| 2021-03-31 | $2.0M | 21k | 96.52 |
| 2020-12-31 | $1.8M | 20k | 91.57 |
| 2020-09-30 | $1.8M | 20k | 88.55 |
| 2020-06-30 | $1.6M | 20k | 79.89 |
| 2020-03-31 | $1.6M | 20k | 80.90 |
| 2019-12-31 | $1.8M | 20k | 91.22 |
| 2019-09-30 | $1.7M | 18k | 95.88 |
| 2019-06-30 | $1.5M | 17k | 88.20 |
| 2019-03-31 | $1.5M | 17k | 89.97 |
| 2018-12-31 | $1.4M | 16k | 86.26 |
| 2018-09-30 | $1.4M | 17k | 79.98 |
| 2018-06-30 | $885k | 11k | 79.00 |
| 2018-03-31 | $843k | 11k | 77.39 |
| 2017-12-31 | $926k | 11k | 84.07 |