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Atlas Private Wealth Advisors’s Duke Energy DUK Stock Holding History

Atlas Private Wealth Advisors’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
Q4 		– Sell
-1,677
Closed -$208K – 135
2025
Q3 		$208K Sell
1,677
-2,420
-59% -$294K 0.05% 131
2025
Q2 		$483K Buy
4,097
+833
+26% +$98.3K 0.06% 121
2025
Q1 		$398K Sell
3,264
-1,030
-24% -$117K 0.06% 124
2024
Q4 		$463K Buy
4,294
+130
+3% +$14.7K 0.07% 107
2024
Q3 		$480K Buy
4,164
+328
+9% +$36.5K 0.07% 104
2024
Q2 		$384K Buy
+3,836
New +$384K 0.06% 107
2021
Q4 		– Sell
-316
Closed -$31K – 303
2021
Q3 		$31K Buy
316
+1
+0.3% +$104 0.02% 291
2021
Q2 		$31K Buy
315
+101
+47% +$10.1K 0.02% 291
2021
Q1 		$21K Buy
214
+1
+0.5% +$91 0.01% 365
2020
Q4 		$19K Buy
213
+2
+0.9% +$185 0.01% 337
2020
Q3 		$19K Buy
211
+101
+92% +$8.32K 0.02% 313
2020
Q2 		$9K Buy
+110
New +$9.29K 0.01% 420

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atlas Private Wealth Advisors's DUK Position: Q4 2025 in Review

Atlas Private Wealth Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,677 shares — an estimated $208K sold.

Atlas Private Wealth Advisors first reported a position in DUK in Q2 2020 and held it in 12 quarters. The position peaked at $483K in Q2 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Atlas Private Wealth Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,677 Duke Energy shares in Q4 2025, an estimated $208K.
  • Atlas Private Wealth Advisors first reported a position in Duke Energy in Q2 2020 and held it in 12 quarters.
  • Atlas Private Wealth Advisors's Duke Energy position peaked at $483K in Q2 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.