Duke Energy shares owned by Atria Investments
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 60k | 123.75 |
| 2025-06-30 | $7.3M | 62k | 118.00 |
| 2025-03-31 | $6.7M | 55k | 121.97 |
| 2024-12-31 | $5.9M | 55k | 107.74 |
| 2024-09-30 | $6.4M | 56k | 115.30 |
| 2024-06-30 | $6.8M | 68k | 100.23 |
| 2024-03-31 | $7.0M | 72k | 96.71 |
| 2023-12-31 | $6.8M | 70k | 97.04 |
| 2023-09-30 | $5.0M | 57k | 88.26 |
| 2023-06-30 | $4.4M | 49k | 89.74 |
| 2023-03-31 | $6.4M | 66k | 96.47 |
| 2022-12-31 | $6.7M | 65k | 102.99 |
| 2022-09-30 | $5.2M | 56k | 93.02 |
| 2022-06-30 | $6.1M | 57k | 107.20 |
| 2022-03-31 | $5.8M | 52k | 111.66 |
| 2021-12-31 | $4.9M | 47k | 104.90 |
| 2021-09-30 | $4.3M | 44k | 97.60 |
| 2021-06-30 | $4.6M | 47k | 98.73 |
| 2021-03-31 | $3.6M | 38k | 96.54 |
| 2020-12-31 | $3.4M | 37k | 91.57 |
| 2020-09-30 | $2.9M | 33k | 88.55 |
| 2020-06-30 | $6.5M | 80k | 80.88 |
| 2020-03-31 | $6.5M | 80k | 80.88 |
| 2019-12-31 | $6.3M | 69k | 91.21 |
| 2019-09-30 | $4.3M | 45k | 95.87 |
| 2019-06-30 | $1.3M | 125k | 10.70 |
| 2019-03-31 | $2.6M | 29k | 90.01 |
| 2018-12-31 | $2.8M | 33k | 86.29 |
| 2018-09-30 | $358k | 4.5k | 80.00 |
| 2018-06-30 | $304k | 3.8k | 78.98 |
| 2018-03-31 | $302k | 3.9k | 77.50 |
| 2017-12-31 | $407k | 4.8k | 84.02 |
| 2017-09-30 | $2.9M | 35k | 83.92 |
| 2017-06-30 | $2.8M | 33k | 83.59 |
| 2017-03-31 | $2.6M | 32k | 82.02 |
| 2016-12-31 | $1.9M | 24k | 77.64 |
| 2016-09-30 | $1.1M | 13k | 80.05 |
| 2016-06-30 | $733k | 8.7k | 84.67 |
| 2016-03-31 | $553k | 6.9k | 80.68 |
| 2015-09-30 | $1.8k | 128 | 13.85 |
| 2015-03-31 | $212k | 2.8k | 76.76 |
| 2014-12-31 | $353k | 4.2k | 83.61 |
| 2014-09-30 | $313k | 4.2k | 74.79 |
| 2014-06-30 | $312k | 4.2k | 74.22 |
| 2014-03-31 | $280k | 3.9k | 71.28 |
| 2013-12-31 | $278k | 4.0k | 69.03 |
| 2013-09-30 | $275k | 4.1k | 66.84 |
| 2013-06-30 | $256k | 3.8k | 67.42 |