Duke Energy CORP

Atria Investments, Inc DUK

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/5/2026

Shares

60,499

Value ($000)

7,091

Weight

0.1%

2013 Q4 - 2025 Q4 (27 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/5/2026	7,091	0.1%	60,499	12/31/2025
2025 Q3	11/6/2025	7,408	0.1%	59,864	9/30/2025
2025 Q1	5/6/2025	6,738	0.1%	55,240	3/31/2025
2024 Q4	2/6/2025	5,928	0.1%	55,026	12/31/2024
2024 Q3	11/1/2024	6,396	0.1%	55,470	9/30/2024
2024 Q2	8/13/2024	6,788	0.1%	67,723	6/30/2024
2024 Q1	5/21/2024	6,952	0.1%	71,889	3/31/2024
2023 Q4	2/14/2024	6,763	0.1%	69,693	12/31/2023
2023 Q3	11/7/2023	5,012	0.1%	56,792	9/30/2023
2023 Q2	8/4/2023	4,366	0.1%	48,656	6/30/2023
2023 Q1	5/10/2023	6,407	0.1%	66,414	3/31/2023
2022 Q4	1/31/2023	6,656	0.1%	64,629	12/31/2022
2022 Q3	11/1/2022	5,247	0.1%	56,406	9/30/2022
2022 Q2	8/11/2022	6,093	0.1%	56,837	6/30/2022
2022 Q1	5/2/2022	5,751	0.1%	51,506	3/31/2022
2021 Q4	2/4/2022	4,905	0.1%	46,761	12/31/2021
2021 Q3	11/16/2021	4,331	0.1%	44,375	9/30/2021
2021 Q2	8/10/2021	4,593	0.1%	46,522	6/30/2021
2021 Q1	5/11/2021	3,625	0.1%	37,551	3/31/2021
2020 Q4	2/12/2021	3,368	0.1%	36,782	12/31/2020
2020 Q3	11/5/2020	2,874	0.1%	32,457	9/30/2020
2020 Q2	9/22/2020	3,069	0.1%	38,414	6/30/2020
2020 Q1	5/15/2020	6,463	0.5%	79,908	3/31/2020
2019 Q4	2/11/2020	6,303	0.2%	69,105	12/31/2019
2014 Q2	7/21/2014	312	0.0%	4,204	6/30/2014
2014 Q1	5/12/2014	280	0.0%	3,928	3/31/2014
2013 Q4	1/9/2014	278	0.0%	4,027	12/31/2013