Duke Energy shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 90k | 115.30 |
| 2024-06-30 | $9.3M | 92k | 100.23 |
| 2024-03-31 | $8.8M | 92k | 96.71 |
| 2023-12-31 | $8.2M | 84k | 97.04 |
| 2023-09-30 | $7.1M | 81k | 88.26 |
| 2023-06-30 | $7.0M | 78k | 89.74 |
| 2023-03-31 | $6.7M | 70k | 96.47 |
| 2022-12-31 | $7.0M | 68k | 102.98 |
| 2022-09-30 | $7.8M | 72k | 109.60 |
| 2022-06-30 | $6.3M | 59k | 107.23 |
| 2022-03-31 | $4.3M | 39k | 111.67 |