Atria Wealth Solutions’s Duke Energy DUK Stock Holding History

Atria Wealth Solutions’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 Q2	$4.24M	Sell	35,979 -56,125	-61%	-$6.62M	0.1%	245
2025 Q1	$11.2M	Sell	92,104 -9,478	-9%	-$1.08M	0.14%	162
2024 Q4	$10.9M	Buy	101,582 +11,154	+12%	+$1.26M	0.12%	176
2024 Q3	$10.4M	Sell	90,428 -1,997	-2%	-$222K	0.11%	191
2024 Q2	$9.26M	Buy	92,425 +955	+1%	+$95.5K	0.1%	206
2024 Q1	$8.85M	Buy	91,470 +7,354	+9%	+$698K	0.1%	212
2023 Q4	$8.16M	Buy	84,116 +3,189	+4%	+$290K	0.1%	203
2023 Q3	$7.14M	Buy	80,927 +3,099	+4%	+$284K	0.1%	210
2023 Q2	$6.98M	Buy	77,828 +8,012	+11%	+$756K	0.1%	210
2023 Q1	$6.74M	Buy	69,816 +1,850	+3%	+$183K	0.1%	200
2022 Q4	$7M	Buy	67,966 +4,159	+7%	+$399K	0.11%	195
2022 Q3	$5.94M	Buy	63,807 +5,159	+9%	+$554K	0.1%	199
2022 Q2	$6.29M	Buy	58,648 +20,052	+52%	+$2.2M	0.13%	193
2022 Q1	$4.31M	Buy	+38,596	New	+$4.01M	0.07%	282

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return