Meridian Wealth Partners, LLC Duke Energy Corp Transaction History

Meridian Wealth Partners, LLC

$640 Million
Q3 2024

A detailed history of Meridian Wealth Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 3,116 shares of DUK stock, worth $339,550. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,116

Previous 3,106 0.32%

Holding current value

$339,550

Previous $311,000 15.43%

% of portfolio

0.06%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$99.35 - $117.71 $993 - $1,177	10 Added 0.32%	3,116 $359,000
Q2 2024 Aug 09, 2024	BUY	$92.87 - $104.6 $6,315 - $7,112	68 Added 2.24%	3,106 $311,000
Q1 2024 May 10, 2024	SELL	$90.65 - $99.39 $24,294 - $26,636	-268 Reduced 8.11%	3,038 $293,000
Q4 2023 Feb 05, 2024	BUY	$85.44 - $98.31 $5,382 - $6,193	63 Added 1.94%	3,306 $320,000
Q3 2023 Nov 03, 2023	BUY	$86.65 - $95.56 $2,859 - $3,153	33 Added 1.03%	3,243 $286,000
Q2 2023 Aug 02, 2023	SELL	$88.01 - $99.74 $3,784 - $4,288	-43 Reduced 1.32%	3,210 $288,000
Q1 2023 May 04, 2023	BUY	$91.55 - $105.65 $10,711 - $12,361	117 Added 3.73%	3,253 $313,000
Q4 2022 Feb 14, 2023	SELL	$86.82 - $103.84 $955 - $1,142	-11 Reduced 0.35%	3,136 $322,000
Q3 2022 Nov 14, 2022	BUY	$24.9 - $110.88 $871 - $3,880	35 Added 1.12%	3,147 $292,000
Q2 2022 Aug 15, 2022	BUY	$97.82 - $115.43 $36,389 - $42,939	372 Added 13.58%	3,112 $334,000
Q1 2022 May 13, 2022	BUY	$97.04 - $111.66 $240,659 - $276,916	2,480 Added 953.85%	2,740 $305,000
Q3 2021 Nov 12, 2021	BUY	$97.05 - $107.93 $25,233 - $28,061	260 New	260 $25,000
Q2 2021 Aug 12, 2021	SELL	$96.28 - $103.74 $24,166 - $26,038	-251 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$85.59 - $97.58 $38,087 - $43,423	-445 Reduced 63.94%	251 $24,000
Q4 2020 Feb 16, 2021	BUY	$89.04 - $97.31 $534 - $583	6 Added 0.87%	696 $64,000
Q3 2020 Nov 12, 2020	SELL	$79.21 - $88.56 $2,772 - $3,099	-35 Reduced 4.83%	690 $61,000
Q2 2020 Aug 12, 2020	BUY	$76.02 - $91.91 $532 - $643	7 Added 0.97%	725 $58,000
Q1 2020 May 15, 2020	SELL	$64.15 - $102.43 $5,388 - $8,604	-84 Reduced 10.47%	718 $58,000
Q4 2019 Feb 14, 2020	BUY	$86.66 - $97.17 $69,501 - $77,930	802 New	802 $73,000

Others Institutions Holding DUK

# of Institutions

2,288

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 $83.9B
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...

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Meridian Wealth Partners, LLC Duke Energy Corp Transaction History