Atlantic Private Wealth »

Duke Energy shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Atlantic Private Wealth from 13F filings

Historical chart of Atlantic Private Wealth investment in Duke Energy

Tip: Access up to 7 years of quarterly data

All positions including Duke Energy held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duke Energy by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $591 5 118.20
2023-06-30 $54k 605 89.75
2023-03-31 $58k 599 96.39