Meridian Financial Partners LLC Duke Energy Corp Transaction History

Meridian Financial Partners LLC

$198 Million
Q3 2024

A detailed history of Meridian Financial Partners LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Meridian Financial Partners LLC holds 13,625 shares of DUK stock, worth $1.53 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

13,625

Previous 13,568 0.42%

Holding current value

$1.53 Million

Previous $1.45 Million 8.27%

% of portfolio

0.79%

Previous 0.86%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$99.35 - $117.71 $5,662 - $6,709	57 Added 0.42%	13,625 $1.57 Million
Q2 2024 Jul 19, 2024	BUY	$92.87 - $104.6 $25,539 - $28,765	275 Added 2.07%	13,568 $1.45 Million
Q1 2024 Apr 17, 2024	BUY	$90.65 - $99.39 $12,872 - $14,113	142 Added 1.08%	13,293 $1.24 Million
Q4 2023 Jan 19, 2024	BUY	$85.44 - $98.31 $30,587 - $35,194	358 Added 2.8%	13,151 $1.26 Million
Q3 2023 Oct 20, 2023	BUY	$86.65 - $95.56 $4,939 - $5,446	57 Added 0.45%	12,793 $1.12 Million
Q2 2023 Jul 24, 2023	BUY	$88.01 - $99.74 $62,223 - $70,516	707 Added 5.88%	12,736 $1.19 Million
Q1 2023 Apr 19, 2023	SELL	$91.55 - $105.65 $2,838 - $3,275	-31 Reduced 0.26%	12,029 $1.17 Million
Q4 2022 Jan 20, 2023	BUY	$86.82 - $103.84 $28,563 - $34,163	329 Added 2.8%	12,060 $1.23 Million
Q3 2022 Oct 24, 2022	BUY	$24.9 - $110.88 $5,229 - $23,284	210 Added 1.82%	11,731 $1.02 Million
Q2 2022 Jul 29, 2022	BUY	$97.82 - $115.43 $23,378 - $27,587	239 Added 2.12%	11,521 $1.23 Million
Q1 2022 May 02, 2022	SELL	$97.04 - $111.66 $13,294 - $15,297	-137 Reduced 1.2%	11,282 $1.26 Million
Q4 2021 Jan 27, 2022	BUY	$96.62 - $104.9 $65,701 - $71,332	680 Added 6.33%	11,419 $1.17 Million
Q3 2021 Oct 25, 2021	SELL	$97.05 - $107.93 $582 - $647	-6 Reduced 0.06%	10,739 $1.08 Million
Q2 2021 Jul 21, 2021	BUY	$96.28 - $103.74 $28,787 - $31,018	299 Added 2.86%	10,745 $1.12 Million
Q1 2021 Apr 21, 2021	BUY	$85.59 - $97.58 $24,992 - $28,493	292 Added 2.88%	10,446 $1.06 Million
Q4 2020 Jan 21, 2021	BUY	$89.04 - $97.31 $5,876 - $6,422	66 Added 0.65%	10,154 $922,000
Q3 2020 Nov 02, 2020	BUY	$79.21 - $88.56 $45,862 - $51,276	579 Added 6.09%	10,088 $940,000
Q2 2020 Jul 21, 2020	BUY	$76.02 - $91.91 $237,030 - $286,575	3,118 Added 48.79%	9,509 $777,000
Q1 2020 Apr 21, 2020	BUY	$64.15 - $102.43 $24,505 - $39,128	382 Added 6.36%	6,391 $576,000
Q4 2019 Jan 13, 2020	BUY	$86.66 - $97.17 $8,146 - $9,133	94 Added 1.59%	6,009 $543,000
Q3 2019 Oct 07, 2019	BUY	$86.49 - $96.28 $73,084 - $81,356	845 Added 16.67%	5,915 $560,000
Q2 2019 Jul 19, 2019	BUY	$85.53 - $91.12 $17,790 - $18,952	208 Added 4.28%	5,070 $455,000
Q1 2019 May 01, 2019	BUY	$83.66 - $91.53 $128,836 - $140,956	1,540 Added 46.36%	4,862 $433,000
Q4 2018 Jan 16, 2019	BUY	$79.19 - $90.9 $263,069 - $301,969	3,322 New	3,322 $287,000

Others Institutions Holding DUK

# of Institutions

2,283

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $86.4B
Description
Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...

More about DUK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Financial Partners LLC with notifications on news.

Account

Meridian Financial Partners LLC Duke Energy Corp Transaction History