Atala Financial’s Duke Energy DUK Stock Holding History

Atala Financial’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,202	Closed	-$147K	–	208
2025 Q1	$147K	Hold	1,202	–	–	0.11%	128
2024 Q4	$130K	Buy	+1,202	New	+$136K	0.09%	139

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atala Financial's DUK Position: Q2 2025 in Review

Atala Financial sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,202 shares — an estimated $147K sold.

Atala Financial first reported a position in DUK in Q4 2024 and held it in 2 quarters. The position peaked at $147K in Q1 2025. 2,277 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Atala Financial reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 1,202 Duke Energy shares in Q2 2025, an estimated $147K.
Atala Financial first reported a position in Duke Energy in Q4 2024 and held it in 2 quarters.
Atala Financial's Duke Energy position peaked at $147K in Q1 2025.
2,277 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.