Aveo Capital Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $348K | Sell |
|
|||||
|
2024
Q3 | $378K | Sell |
|
|||||
|
2024
Q2 | $357K | Sell |
|
|||||
|
2024
Q1 | $402K | Sell |
|
|||||
|
2023
Q4 | $405K | Sell |
|
|||||
|
2023
Q3 | $391K | Buy |
|
|||||
|
2023
Q2 | $392K | Buy |
|
|||||
|
2023
Q1 | $389K | Buy |
|
|||||
|
2022
Q4 | $390K | Buy |
|
|||||
|
2022
Q3 | $305K | Buy |
|
|||||
|
2022
Q2 | $299K | Buy |
|
|||||
|
2022
Q1 | $270K | Sell |
|
|||||
|
2021
Q4 | $267K | Buy |
|
|||||
|
2021
Q3 | $242K | Buy |
|
|||||
|
2021
Q2 | $243K | Sell |
|
|||||
|
2021
Q1 | $239K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $287K | Buy |
|