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Aveo Capital Partners’s Duke Energy DUK Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-3,234
Closed -$348K – 212
2024
Q4 		$348K Sell
3,234
-45
-1% -$5.1K 0.04% 261
2024
Q3 		$378K Sell
3,279
-281
-8% -$31.3K 0.04% 242
2024
Q2 		$357K Sell
3,560
-453
-11% -$45.3K 0.04% 238
2024
Q1 		$402K Sell
4,013
-156
-4% -$14.8K 0.04% 250
2023
Q4 		$405K Sell
4,169
-259
-6% -$23.6K 0.05% 229
2023
Q3 		$391K Buy
4,428
+59
+1% +$5.41K 0.05% 229
2023
Q2 		$392K Buy
4,369
+338
+8% +$31.9K 0.05% 236
2023
Q1 		$389K Buy
4,031
+247
+7% +$24.4K 0.05% 225
2022
Q4 		$390K Buy
3,784
+502
+15% +$48.2K 0.06% 222
2022
Q3 		$305K Buy
3,282
+497
+18% +$53.4K 0.05% 210
2022
Q2 		$299K Buy
2,785
+363
+15% +$39.9K 0.05% 222
2022
Q1 		$270K Sell
2,422
-122
-5% -$12.7K 0.05% 231
2021
Q4 		$267K Buy
2,544
+63
+3% +$6.39K 0.05% 239
2021
Q3 		$242K Buy
2,481
+23
+0.9% +$2.38K 0.05% 228
2021
Q2 		$243K Sell
2,458
-13
-0.5% -$1.31K 0.05% 234
2021
Q1 		$239K Buy
+2,471
New +$226K 0.06% 213
2017
Q1 		– Sell
-3,692
Closed -$287K – 157
2016
Q4 		$287K Buy
+3,692
New +$283K 0.08% 160

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aveo Capital Partners's DUK Position: Q1 2025 in Review

Aveo Capital Partners sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 3,234 shares — an estimated $348K sold.

Aveo Capital Partners first reported a position in DUK in Q4 2016 and held it in 17 quarters. The position peaked at $405K in Q4 2023. 2,265 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Aveo Capital Partners reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 3,234 Duke Energy shares in Q1 2025, an estimated $348K.
  • Aveo Capital Partners first reported a position in Duke Energy in Q4 2016 and held it in 17 quarters.
  • Aveo Capital Partners's Duke Energy position peaked at $405K in Q4 2023.
  • 2,265 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.