Duke Energy shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 1.7k | 123.75 |
| 2025-06-30 | $483k | 4.1k | 118.00 |
| 2025-03-31 | $398k | 3.3k | 121.97 |
| 2024-12-31 | $463k | 4.3k | 107.74 |
| 2024-09-30 | $480k | 4.2k | 115.30 |
| 2024-06-30 | $385k | 3.8k | 100.23 |
| 2021-09-30 | $31k | 316 | 98.10 |
| 2021-06-30 | $31k | 315 | 98.41 |
| 2021-03-31 | $21k | 214 | 98.13 |
| 2020-12-31 | $19k | 213 | 89.20 |
| 2020-09-30 | $19k | 211 | 90.05 |
| 2020-06-30 | $9.0k | 110 | 81.82 |
More positions owned by Atlas Private Wealth Advisors
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