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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Buy |
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|
2025
Q1 | $6.74M | Buy |
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|
2024
Q4 | $5.93M | Sell |
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|
2024
Q3 | $6.4M | Sell |
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|
2024
Q2 | $6.79M | Sell |
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|
2024
Q1 | $6.95M | Buy |
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|
2023
Q4 | $6.76M | Buy |
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|
2023
Q3 | $5.01M | Buy |
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|
2023
Q2 | $4.37M | Sell |
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|
2023
Q1 | $6.41M | Buy |
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|
2022
Q4 | $6.66M | Buy |
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|
2022
Q3 | $5.25M | Sell |
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|
2022
Q2 | $6.09M | Buy |
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|
2022
Q1 | $5.75M | Buy |
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|
2021
Q4 | $4.91M | Buy |
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|
2021
Q3 | $4.33M | Sell |
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|
2021
Q2 | $4.59M | Buy |
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|
2021
Q1 | $3.63M | Buy |
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|
2020
Q4 | $3.37M | Buy |
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|
2020
Q3 | $2.87M | Sell |
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|
2020
Q2 | $3.07M | Sell |
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|
2020
Q1 | $6.46M | Buy |
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|
2019
Q4 | $6.3M | Buy |
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|
2019
Q3 | $4.27M | Buy |
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|
2019
Q2 | $3.62M | Buy |
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|
2019
Q1 | $2.62M | Sell |
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|
2018
Q4 | $2.83M | Buy |
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|
2018
Q3 | $358K | Buy |
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|
2018
Q2 | $304K | Sell |
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|
2018
Q1 | $302K | Sell |
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|
2017
Q4 | $407K | Sell |
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|
2017
Q3 | $2.9M | Buy |
|
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|
2017
Q2 | $2.8M | Buy |
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|
2017
Q1 | $2.64M | Buy |
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|
2016
Q4 | $1.89M | Buy |
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $733K | Buy |
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|
2016
Q1 | $553K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $212K | Sell |
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|
2014
Q4 | $353K | Buy |
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|
2014
Q3 | $313K | Sell |
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|
2014
Q2 | $312K | Buy |
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|
2014
Q1 | $280K | Sell |
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|
2013
Q4 | $278K | Sell |
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|
2013
Q3 | $275K | Buy |
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|
2013
Q2 | $256K | Buy |
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