Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,180,883
-$249,307 QoQ
Shares Held
56,730
-0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#401
of 2,453 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atria Investments, Inc holds $115,021,022 across 30 Utilities - Regulated Electric names. DUK ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,938 | $14,301,068 | |
| 2 | AEP |
American Electric Power Co Inc
|
83,365 | $11,405,165 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
94,457 | $11,029,743 | |
| 4 | SO |
Southern Co
|
113,465 | $10,859,735 | |
| 5 | ETR |
Entergy Corp /De/
|
82,087 | $9,428,512 | |
| 6 | DUK |
Duke Energy CORP
This page
|
56,730 | $7,180,883 | |
| 7 | NGG |
National Grid PLC
|
67,245 | $5,572,593 | |
| 8 | FE |
Firstenergy Corp
|
107,135 | $5,093,197 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,180,883 | 56,730 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,430,190 | 56,745 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,091,087 | 60,499 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,408,170 | 59,864 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,320,484 | 62,038 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,737,622 | 55,240 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,928,501 | 55,026 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,395,691 | 55,470 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,787,876 | 67,723 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,952,385 | 71,889 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $6,763,008 | 69,693 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,012,461 | 56,792 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,366,389 | 48,656 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,406,958 | 66,414 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,656,140 | 64,629 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,246,886 | 56,406 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,093,494 | 56,837 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,751,159 | 51,506 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,905,228 | 46,761 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,330,556 | 44,375 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,592,651 | 46,522 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,624,798 | 37,551 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,367,759 | 36,782 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,874,391 | 32,457 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,068,894 | 38,414 | 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. | ||||||