Atria Investments, Inc

Position in DUK — Duke Energy CORP

CIK 1535865 Charlotte, NC

Position in DUK

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$7,430,190

+$339,103 QoQ

Shares Held

56,745

-6.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Atria Investments, Inc holds $108,974,960 across 30 Utilities - Regulated Electric names. DUK ranks #6 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	154,773	$14,375,316
2	WEC	Wec Energy Group, Inc.	87,590	$10,140,294
3	SO	Southern Co	104,367	$10,073,502
4	AEP	American Electric Power Co Inc	70,164	$9,197,097
5	ETR	Entergy Corp /De/	74,427	$8,362,617
6	DUK	Duke Energy CORP This page	56,745	$7,430,190
7	NGG	National Grid PLC	63,214	$5,347,904
8	XEL	Xcel Energy Inc	61,912	$4,918,289

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,430,190	56,745	-6.2%	Shares	Sole	2026-05-05
2025-12-31	$7,091,087	60,499	+1.1%	Shares	Sole	2026-02-05
2025-09-30	$7,408,170	59,864	-3.5%	Shares	Sole	2025-11-06
2025-06-30	$7,320,484	62,038	+12.3%	Shares	Sole	2025-08-04
2025-03-31	$6,737,622	55,240	+0.4%	Shares	Sole	2025-05-06
2024-12-31	$5,928,501	55,026	-0.8%	Shares	Sole	2025-02-06
2024-09-30	$6,395,691	55,470	-18.1%	Shares	Sole	2024-11-01
2024-06-30	$6,787,876	67,723	-5.8%	Shares	Sole	2024-08-13
2024-03-31	$6,952,385	71,889	+3.2%	Shares	Sole	2024-05-21
2023-12-31	$6,763,008	69,693	+22.7%	Shares	Sole	2024-02-14
2023-09-30	$5,012,461	56,792	+16.7%	Shares	Sole	2023-11-07
2023-06-30	$4,366,389	48,656	-26.7%	Shares	Sole	2023-08-04
2023-03-31	$6,406,958	66,414	+2.8%	Shares	Sole	2023-05-10
2022-12-31	$6,656,140	64,629	+14.6%	Shares	Sole	2023-01-31
2022-09-30	$5,246,886	56,406	-0.8%	Shares	Sole	2022-11-01
2022-06-30	$6,093,494	56,837	+10.4%	Shares	Sole	2022-08-11
2022-03-31	$5,751,159	51,506	+10.1%	Shares	Sole	2022-05-02
2021-12-31	$4,905,228	46,761	+5.4%	Shares	Sole	2022-02-04
2021-09-30	$4,330,556	44,375	-4.6%	Shares	Sole	2021-11-16
2021-06-30	$4,592,651	46,522	+23.9%	Shares	Sole	2021-08-10
2021-03-31	$3,624,798	37,551	+2.1%	Shares	Sole	2021-05-11
2020-12-31	$3,367,759	36,782	+13.3%	Shares	Sole	2021-02-12
2020-09-30	$2,874,391	32,457	-15.5%	Shares	Sole	2020-11-05
2020-06-30	$3,068,894	38,414	-51.9%	Shares	Sole	2020-09-22
2020-03-31	$6,462,959	79,908	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.