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

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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
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