Atria Wealth Solutions, Inc. Duke Energy Corp Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 90,428 shares of DUK stock, worth $9.75 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

90,428

Previous 92,425 2.16%

Holding current value

$9.75 Million

Previous $9.26 Million 12.56%

% of portfolio

0.12%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$99.35 - $117.71 $198,401 - $235,066	-1,997 Reduced 2.16%	90,428 $10.4 Million
Q2 2024 Jul 22, 2024	BUY	$92.87 - $104.6 $88,690 - $99,893	955 Added 1.04%	92,425 $9.26 Million
Q1 2024 May 13, 2024	BUY	$90.65 - $99.39 $666,640 - $730,914	7,354 Added 8.74%	91,470 $8.85 Million
Q4 2023 Feb 02, 2024	BUY	$85.44 - $98.31 $272,468 - $313,510	3,189 Added 3.94%	84,116 $8.16 Million
Q3 2023 Nov 08, 2023	BUY	$86.65 - $95.56 $268,528 - $296,140	3,099 Added 3.98%	80,927 $7.14 Million
Q2 2023 Aug 03, 2023	BUY	$88.01 - $99.74 $867,954 - $983,635	9,862 Added 14.51%	77,828 $6.98 Million
Q1 2023 Aug 22, 2023	SELL	$91.55 - $105.65 $733,498 - $846,467	-8,012 Reduced 10.29%	69,816 $6.74 Million
Q1 2023 Jun 14, 2023	SELL	$91.55 - $105.65 $169,367 - $195,452	-1,850 Reduced 2.65%	67,966 $6.56 Million
Q1 2023 May 10, 2023	BUY	$91.55 - $105.65 $73,423 - $84,731	802 Added 1.16%	69,816 $6.74 Million
Q4 2022 Aug 30, 2023	SELL	$86.82 - $103.84 $856,218 - $1.02 Million	-9,862 Reduced 12.67%	67,966 $7 Million
Q4 2022 Feb 13, 2023	BUY	$86.82 - $103.84 $452,071 - $540,694	5,207 Added 8.16%	69,014 $7.11 Million
Q3 2022 Feb 13, 2023	SELL	$24.9 - $110.88 $191,356 - $852,112	-7,685 Reduced 10.75%	63,807 $5.94 Million
Q3 2022 Nov 14, 2022	BUY	$24.9 - $110.88 $319,815 - $1.42 Million	12,844 Added 21.9%	71,492 $6.83 Million
Q2 2022 Aug 15, 2022	BUY	$97.82 - $115.43 $1.96 Million - $2.31 Million	20,052 Added 51.95%	58,648 $6.29 Million
Q1 2022 May 16, 2022	BUY	$97.04 - $111.66 $3.75 Million - $4.31 Million	38,596 New	38,596 $4.31 Million

Others Institutions Holding DUK

# of Institutions

2,289

Shares Held

511M

Call Options Held

4.91M

Put Options Held

3.9M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $83B
Description
Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...

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Atria Wealth Solutions, Inc. Duke Energy Corp Transaction History