Atria Wealth Solutions’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 | $4.24M | Sell |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $10.4M | Sell |
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|
2024
Q2 | $9.26M | Buy |
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|
2024
Q1 | $8.85M | Buy |
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|
2023
Q4 | $8.16M | Buy |
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|
2023
Q3 | $7.14M | Buy |
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|
2023
Q2 | $6.98M | Buy |
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|
2023
Q1 | $6.74M | Buy |
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|
2022
Q4 | $7M | Buy |
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|
2022
Q3 | $5.94M | Buy |
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|
2022
Q2 | $6.29M | Buy |
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|
2022
Q1 | $4.31M | Buy |
|