Aveo Capital Partners, LLC Duke Energy Corp Transaction History

Aveo Capital Partners, LLC

$856 Million
Q4 2024

A detailed history of Aveo Capital Partners, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 3,234 shares of DUK stock, worth $362,175. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,234

Previous 3,279 1.37%

Holding current value

$362,175

Previous $378,000 7.94%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$105.76 - $120.76 $4,759 - $5,434	-45 Reduced 1.37%	3,234 $348,000
Q3 2024 Nov 12, 2024	SELL	$99.35 - $117.71 $27,917 - $33,076	-281 Reduced 7.89%	3,279 $378,000
Q2 2024 Aug 02, 2024	SELL	$92.87 - $104.6 $42,070 - $47,383	-453 Reduced 11.29%	3,560 $356,000
Q1 2024 May 06, 2024	SELL	$90.65 - $99.39 $14,141 - $15,504	-156 Reduced 3.74%	4,013 $388,000
Q4 2023 Feb 06, 2024	SELL	$85.44 - $98.31 $22,128 - $25,462	-259 Reduced 5.85%	4,169 $404,000
Q3 2023 Nov 06, 2023	BUY	$86.65 - $95.56 $5,112 - $5,638	59 Added 1.35%	4,428 $390,000
Q2 2023 Aug 08, 2023	BUY	$88.01 - $99.74 $29,747 - $33,712	338 Added 8.39%	4,369 $392,000
Q1 2023 May 03, 2023	BUY	$91.55 - $105.65 $22,612 - $26,095	247 Added 6.53%	4,031 $388,000
Q4 2022 Feb 03, 2023	BUY	$86.82 - $103.84 $43,583 - $52,127	502 Added 15.3%	3,784 $389,000
Q3 2022 Nov 09, 2022	BUY	$24.9 - $110.88 $12,375 - $55,107	497 Added 17.85%	3,282 $305,000
Q2 2022 Aug 05, 2022	BUY	$97.82 - $115.43 $35,508 - $41,901	363 Added 14.99%	2,785 $299,000
Q1 2022 May 13, 2022	SELL	$97.04 - $111.66 $11,838 - $13,622	-122 Reduced 4.8%	2,422 $270,000
Q4 2021 Feb 11, 2022	BUY	$96.62 - $104.9 $6,087 - $6,608	63 Added 2.54%	2,544 $267,000
Q3 2021 Nov 12, 2021	BUY	$97.05 - $107.93 $2,232 - $2,482	23 Added 0.94%	2,481 $242,000
Q2 2021 Aug 13, 2021	SELL	$96.28 - $103.74 $1,251 - $1,348	-13 Reduced 0.53%	2,458 $243,000
Q1 2021 May 11, 2021	BUY	$85.59 - $97.58 $211,492 - $241,120	2,471 New	2,471 $239,000

Others Institutions Holding DUK

# of Institutions

2,301

Shares Held

506M

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 $86.2B
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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Aveo Capital Partners, LLC Duke Energy Corp Transaction History