Aventail Capital Group’s Duke Energy DUK Stock Holding History

Aventail Capital Group’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$57.6M	Buy
2025 Q1	–	Sell
2024 Q4	$5.39M	Hold
2024 Q3	$5.76M	Sell
2024 Q2	$9.98M	Sell
2024 Q1	$10M	Buy
2023 Q4	–	Sell
2023 Q3	$2.78M	Buy