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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 0.12% 193
2022
Q1 		$4.31M Buy
+38,596
New +$4.01M 0.07% 282

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's DUK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Duke Energy (DUK) stake by 61% in Q2 2025, selling an estimated $6.62M and leaving 35,979 shares worth $4.24M. The position accounts for 0.1% of the portfolio, ranked #245.

Atria Wealth Solutions first reported a position in DUK in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.2M in Q1 2025. 2,279 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Atria Wealth Solutions held 35,979 shares of Duke Energy worth $4.24M as of Q2 2025.
  • Atria Wealth Solutions sold 56,125 Duke Energy shares in Q2 2025, an estimated $6.62M.
  • Duke Energy made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #245 holding.
  • Atria Wealth Solutions first reported a position in Duke Energy in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Duke Energy position peaked at $11.2M in Q1 2025.
  • 2,279 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.