Ae Wealth Management LLC Duke Energy Corp Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Ae Wealth Management LLC holds 30,017 shares of DUK stock, worth $3.53 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

30,017

Previous 28,671 4.69%

Holding current value

$3.53 Million

Previous $3.09 Million 18.52%

% of portfolio

0.04%

Previous 0.03%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$105.87 - $121.97 $142,501 - $164,171	1,346 Added 4.69%	30,017 $3.66 Million
Q4 2024 Feb 13, 2025	BUY	$105.76 - $120.76 $17,344 - $19,804	164 Added 0.58%	28,671 $3.09 Million
Q3 2024 Nov 14, 2024	SELL	$99.35 - $117.71 $1.16 Million - $1.37 Million	-11,664 Reduced 29.04%	28,507 $3.29 Million
Q2 2024 Aug 12, 2024	BUY	$92.87 - $104.6 $553,226 - $623,102	5,957 Added 17.41%	40,171 $4.03 Million
Q1 2024 May 15, 2024	SELL	$90.65 - $99.39 $11.5 Million - $12.6 Million	-126,627 Reduced 78.73%	34,214 $3.31 Million
Q4 2023 Feb 14, 2024	BUY	$85.44 - $98.31 $2.02 Million - $2.33 Million	23,650 Added 17.24%	160,841 $15.6 Million
Q3 2023 Oct 11, 2023	SELL	$86.65 - $95.56 $447,200 - $493,185	-5,161 Reduced 3.63%	137,191 $12.1 Million
Q2 2023 Jul 10, 2023	SELL	$88.01 - $99.74 $1.32 Million - $1.5 Million	-14,994 Reduced 9.53%	142,352 $12.8 Million
Q1 2023 Apr 14, 2023	BUY	$91.55 - $105.65 $721,322 - $832,416	7,879 Added 5.27%	157,346 $15.2 Million
Q4 2022 Jan 31, 2023	BUY	$86.82 - $103.84 $1.42 Million - $1.7 Million	16,396 Added 12.32%	149,467 $15.4 Million
Q3 2022 Oct 25, 2022	BUY	$24.9 - $110.88 $145,241 - $646,763	5,833 Added 4.58%	133,071 $12.4 Million
Q2 2022 Aug 03, 2022	BUY	$97.82 - $115.43 $988,960 - $1.17 Million	10,110 Added 8.63%	127,238 $13.6 Million
Q1 2022 Apr 18, 2022	BUY	$97.04 - $111.66 $581,366 - $668,955	5,991 Added 5.39%	117,128 $13.1 Million
Q4 2021 Jan 20, 2022	BUY	$96.62 - $104.9 $356,624 - $387,185	3,691 Added 3.44%	111,137 $11.7 Million
Q3 2021 Nov 01, 2021	BUY	$97.05 - $107.93 $832,689 - $926,039	8,580 Added 8.68%	107,446 $10.5 Million
Q2 2021 Jul 21, 2021	BUY	$96.28 - $103.74 $1.27 Million - $1.37 Million	13,183 Added 15.39%	98,866 $9.76 Million
Q1 2021 Apr 27, 2021	SELL	$85.59 - $97.58 $2.77 Million - $3.16 Million	-32,381 Reduced 27.43%	85,683 $8.27 Million
Q4 2020 Feb 01, 2021	SELL	$89.04 - $97.31 $756,661 - $826,940	-8,498 Reduced 6.71%	118,064 $10.8 Million
Q3 2020 Nov 06, 2020	BUY	$79.21 - $88.56 $125,706 - $140,544	1,587 Added 1.27%	126,562 $11.2 Million
Q2 2020 Aug 05, 2020	BUY	$76.02 - $91.91 $9,046 - $10,937	119 Added 0.1%	124,975 $9.98 Million
Q1 2020 May 07, 2020	SELL	$64.15 - $102.43 $252,109 - $402,549	-3,930 Reduced 3.05%	124,856 $10.1 Million
Q4 2019 Jan 15, 2020	BUY	$86.66 - $97.17 $824,309 - $924,281	9,512 Added 7.97%	128,786 $11.7 Million
Q3 2019 Nov 05, 2019	SELL	$86.49 - $96.28 $582,337 - $648,253	-6,733 Reduced 5.34%	119,274 $11.4 Million
Q2 2019 Jul 22, 2019	BUY	$85.53 - $91.12 $3.56 Million - $3.79 Million	41,584 Added 49.26%	126,007 $11.1 Million
Q1 2019 May 14, 2019	BUY	$83.66 - $91.53 $841,954 - $921,157	10,064 Added 13.53%	84,423 $7.6 Million
Q4 2018 Feb 15, 2019	SELL	$79.19 - $90.9 $1.25 Million - $1.43 Million	-15,757 Reduced 17.49%	74,359 $6.42 Million
Q3 2018 Nov 14, 2018	BUY	$78.09 - $83.47 $2.88 Million - $3.08 Million	36,941 Added 69.47%	90,116 $7.21 Million
Q2 2018 Aug 15, 2018	BUY	$72.12 - $80.5 $1.83 Million - $2.05 Million	25,434 Added 91.68%	53,175 $4.21 Million
Q1 2018 May 14, 2018	BUY	$74.32 - $83.23 $78,704 - $88,140	1,059 Added 3.97%	27,741 $2.15 Million
Q4 2017 Feb 06, 2018	SELL	$83.6 - $91.09 $919,516 - $1 Million	-10,999 Reduced 29.19%	26,682 $2.24 Million
Q3 2017 Nov 08, 2017	SELL	$83.92 - $88.34 $89,123 - $93,817	-1,062 Reduced 2.74%	37,681 $3.16 Million
Q2 2017 Aug 14, 2017	BUY	N/A	38,743	38,743 $3.24 Million

Others Institutions Holding DUK

# of Institutions

2,546

Shares Held

518M

Call Options Held

7.48M

Put Options Held

3.3M

View Full List

About Duke Energy CORP

Ticker DUK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 769,969,024
Market Cap $90.6B
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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Ae Wealth Management LLC Duke Energy Corp Transaction History