Atria Investments’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.43M | Sell |
56,745
-3,754
| -6% | -$469K | 0.08% | 261 |
|
|
2025
Q4 | $7.09M | Buy |
60,499
+635
| +1% | +$77.5K | 0.08% | 273 |
|
|
2025
Q3 | $7.41M | Sell |
59,864
-2,174
| -4% | -$264K | 0.08% | 264 |
|
|
2025
Q2 | $7.32M | Buy |
62,038
+6,798
| +12% | +$802K | 0.09% | 269 |
|
|
2025
Q1 | $6.74M | Buy |
55,240
+214
| +0.4% | +$24.4K | 0.09% | 270 |
|
|
2024
Q4 | $5.93M | Sell |
55,026
-444
| -0.8% | -$50.3K | 0.07% | 298 |
|
|
2024
Q3 | $6.4M | Sell |
55,470
-12,253
| -18% | -$1.36M | 0.08% | 287 |
|
|
2024
Q2 | $6.79M | Sell |
67,723
-4,166
| -6% | -$417K | 0.09% | 261 |
|
|
2024
Q1 | $6.95M | Buy |
71,889
+2,196
| +3% | +$208K | 0.1% | 255 |
|
|
2023
Q4 | $6.76M | Buy |
69,693
+12,901
| +23% | +$1.17M | 0.1% | 228 |
|
|
2023
Q3 | $5.01M | Buy |
56,792
+8,136
| +17% | +$746K | 0.09% | 282 |
|
|
2023
Q2 | $4.37M | Sell |
48,656
-17,758
| -27% | -$1.68M | 0.08% | 304 |
|
|
2023
Q1 | $6.41M | Buy |
66,414
+1,785
| +3% | +$176K | 0.12% | 206 |
|
|
2022
Q4 | $6.66M | Buy |
64,629
+8,223
| +15% | +$789K | 0.14% | 192 |
|
|
2022
Q3 | $5.25M | Sell |
56,406
-431
| -0.8% | -$46.3K | 0.12% | 222 |
|
|
2022
Q2 | $6.09M | Buy |
56,837
+5,331
| +10% | +$586K | 0.13% | 195 |
|
|
2022
Q1 | $5.75M | Buy |
51,506
+4,745
| +10% | +$493K | 0.1% | 240 |
|
|
2021
Q4 | $4.91M | Buy |
46,761
+2,386
| +5% | +$242K | 0.09% | 285 |
|
|
2021
Q3 | $4.33M | Sell |
44,375
-2,147
| -5% | -$222K | 0.08% | 302 |
|
|
2021
Q2 | $4.59M | Buy |
46,522
+8,971
| +24% | +$901K | 0.09% | 256 |
|
|
2021
Q1 | $3.63M | Buy |
37,551
+769
| +2% | +$70.2K | 0.08% | 288 |
|
|
2020
Q4 | $3.37M | Buy |
36,782
+4,325
| +13% | +$400K | 0.08% | 270 |
|
|
2020
Q3 | $2.87M | Sell |
32,457
-5,957
| -16% | -$491K | 0.09% | 253 |
|
|
2020
Q2 | $3.07M | Sell |
38,414
-41,494
| -52% | -$3.51M | 0.11% | 230 |
|
|
2020
Q1 | $6.46M | Buy |
79,908
+10,803
| +16% | +$992K | 0.5% | 48 |
|
|
2019
Q4 | $6.3M | Buy |
69,105
+24,576
| +55% | +$2.25M | 0.17% | 124 |
|
|
2019
Q3 | $4.27M | Buy |
44,529
+4,363
| +11% | +$397K | 0.15% | 132 |
|
|
2019
Q2 | $3.62M | Buy |
40,166
+11,037
| +38% | +$976K | 0.13% | 144 |
|
|
2019
Q1 | $2.62M | Sell |
29,129
-3,657
| -11% | -$322K | 0.11% | 172 |
|
|
2018
Q4 | $2.83M | Buy |
32,786
+28,311
| +633% | +$2.41M | 0.13% | 129 |
|
|
2018
Q3 | $358K | Buy |
4,475
+626
| +16% | +$50.6K | 0.01% | 707 |
|
|
2018
Q2 | $304K | Sell |
3,849
-48
| -1% | -$3.69K | 0.01% | 736 |
|
|
2018
Q1 | $302K | Sell |
3,897
-947
| -20% | -$73.2K | 0.01% | 676 |
|
|
2017
Q4 | $407K | Sell |
4,844
-29,762
| -86% | -$2.6M | 0.02% | 538 |
|
|
2017
Q3 | $2.9M | Buy |
34,606
+1,158
| +3% | +$99.1K | 0.16% | 134 |
|
|
2017
Q2 | $2.8M | Buy |
33,448
+1,271
| +4% | +$107K | 0.17% | 125 |
|
|
2017
Q1 | $2.64M | Buy |
32,177
+7,833
| +32% | +$623K | 0.17% | 121 |
|
|
2016
Q4 | $1.89M | Buy |
24,344
+11,178
| +85% | +$856K | 0.14% | 138 |
|
|
2016
Q3 | $1.05M | Buy |
13,166
+4,509
| +52% | +$373K | 0.1% | 181 |
|
|
2016
Q2 | $733K | Buy |
8,657
+1,803
| +26% | +$144K | 0.08% | 195 |
|
|
2016
Q1 | $553K | Buy |
+6,854
| New | +$519K | 0.06% | 225 |
|
|
2015
Q2 | – | Sell |
-2,762
| Closed | -$212K | – | 405 |
|
|
2015
Q1 | $212K | Sell |
2,762
-1,460
| -35% | -$119K | 0.02% | 381 |
|
|
2014
Q4 | $353K | Buy |
4,222
+37
| +0.9% | +$2.98K | 0.04% | 305 |
|
|
2014
Q3 | $313K | Sell |
4,185
-19
| -0.5% | -$1.39K | 0.03% | 356 |
|
|
2014
Q2 | $312K | Buy |
4,204
+276
| +7% | +$19.9K | 0.03% | 332 |
|
|
2014
Q1 | $280K | Sell |
3,928
-99
| -2% | -$6.9K | 0.03% | 374 |
|
|
2013
Q4 | $278K | Sell |
4,027
-87
| -2% | -$6.09K | 0.03% | 391 |
|
|
2013
Q3 | $275K | Buy |
4,114
+317
| +8% | +$21.6K | 0.03% | 381 |
|
|
2013
Q2 | $256K | Buy |
+3,797
| New | +$268K | 0.03% | 335 |
|
Other funds holding DUK
VCM
VPM
Atria Investments's DUK Position: Q1 2026 in Review
Atria Investments reduced its Duke Energy (DUK) stake by 6.2% in Q1 2026, selling an estimated $469K and leaving 56,745 shares worth $7.43M. The position accounts for 0.08% of the portfolio, ranked #261.
Atria Investments first reported a position in DUK in Q2 2013 and has held it in 49 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Atria Investments held 56,745 shares of Duke Energy worth $7.43M as of Q1 2026.
- Atria Investments sold 3,754 Duke Energy shares in Q1 2026, an estimated $469K.
- Duke Energy made up 0.08% of Atria Investments's portfolio in Q1 2026, its #261 holding.
- Atria Investments first reported a position in Duke Energy in Q2 2013 and has held it in 49 quarters since.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.