Atria Wealth Solutions’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Sell |
35,979
-56,125
| -61% | -$6.62M | 0.1% | 245 |
|
|
2025
Q1 | $11.2M | Sell |
92,104
-9,478
| -9% | -$1.16M | 0.14% | 162 |
|
|
2024
Q4 | $10.9M | Buy |
101,582
+11,154
| +12% | +$1.2M | 0.12% | 176 |
|
|
2024
Q3 | $10.4M | Sell |
90,428
-1,997
| -2% | -$230K | 0.11% | 191 |
|
|
2024
Q2 | $9.26M | Buy |
92,425
+955
| +1% | +$95.7K | 0.1% | 205 |
|
|
2024
Q1 | $8.85M | Buy |
91,470
+7,354
| +9% | +$711K | 0.1% | 212 |
|
|
2023
Q4 | $8.16M | Buy |
84,116
+3,189
| +4% | +$309K | 0.1% | 202 |
|
|
2023
Q3 | $7.14M | Buy |
80,927
+3,099
| +4% | +$274K | 0.1% | 210 |
|
|
2023
Q2 | $6.98M | Buy |
77,828
+8,012
| +11% | +$719K | 0.1% | 210 |
|
|
2023
Q1 | $6.74M | Buy |
69,816
+1,850
| +3% | +$178K | 0.1% | 200 |
|
|
2022
Q4 | $7M | Buy |
67,966
+4,159
| +7% | +$428K | 0.11% | 195 |
|
|
2022
Q3 | $5.94M | Buy |
63,807
+5,159
| +9% | +$480K | 0.1% | 199 |
|
|
2022
Q2 | $6.29M | Buy |
58,648
+20,052
| +52% | +$2.15M | 0.12% | 180 |
|
|
2022
Q1 | $4.31M | Buy |
+38,596
| New | +$4.31M | 0.07% | 282 |
|