DUKE ENERGY CORP NEW

Ticker: DUK CUSIP: 26441C204 Class: COM NEW

Live Oak Private Wealth LLC's Holding History (CIK: 0001799877)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 24,190 Value ($000) $2,835 Avg Close $121.57 Range $113.90 - $128.91

Q3 2025

Shares 24,189 Value ($000) $2,993 Avg Close $119.80 Range $113.43 - $125.66

Q2 2025

Shares 25,055 Value ($000) $2,956 Avg Close $115.43 Range $108.33 - $122.02

Q1 2025

Shares 25,478 Value ($000) $3,108 Avg Close $110.55 Range $101.53 - $119.32

Q4 2024

Shares 25,022 Value ($000) $2,696 Avg Close $108.79 Range $101.94 - $115.91

Q3 2024

Shares 25,481 Value ($000) $2,938 Avg Close $105.91 Range $93.97 - $113.10

Q2 2024

Shares 23,989 Value ($000) $2,404 Avg Close $94.26 Range $86.98 - $99.33

Q1 2024

Shares 23,533 Value ($000) $2,276 Avg Close $88.45 Range $83.73 - $92.65

Q4 2023

Shares 24,225 Value ($000) $2,351 Avg Close $83.85 Range $76.14 - $92.24

Q3 2023

Shares 23,986 Value ($000) $2,117 Avg Close $83.56 Range $78.87 - $88.07

Q2 2023

Shares 27,952 Value ($000) $2,508 Avg Close $85.15 Range $79.04 - $90.07

Q1 2023

Shares 27,581 Value ($000) $2,661 Avg Close $88.17 Range $81.98 - $94.52

Q4 2022

Shares 27,613 Value ($000) $2,844 Avg Close $84.81 Range $73.62 - $93.71

Q3 2022

Shares 27,386 Value ($000) $2,547 Avg Close $94.02 Range $81.57 - $99.92

Q2 2022

Shares 27,559 Value ($000) $2,955 Avg Close $95.38 Range $84.37 - $100.41

Q1 2022

Shares 27,506 Value ($000) $3,071 Avg Close $89.19 Range $82.41 - $97.15

Q4 2021

Shares 27,421 Value ($000) $2,876 Avg Close $86.27 Range $82.54 - $89.93

Q3 2021

Shares 23,857 Value ($000) $2,328 Avg Close $87.25 Range $81.74 - $91.73

Q2 2021

Shares 20,238 Value ($000) $1,998 Avg Close $83.88 Range $79.19 - $90.57

Q1 2021

Shares 2,821 Value ($000) $272 Avg Close $75.46 Range $71.07 - $81.33

Q4 2020

Shares 5,591 Value ($000) $512 Avg Close $75.68 Range $71.30 - $80.48

Q3 2020

Shares 2,414 Value ($000) $214 Avg Close $66.72 Range $63.65 - $72.83

Q2 2020

Shares 2,682 Value ($000) $214 Avg Close $67.61 Range $60.11 - $74.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	24,190	$2,835	$121.57	$113.90 - $128.91
Q3 2025	24,189	$2,993	$119.80	$113.43 - $125.66
Q2 2025	25,055	$2,956	$115.43	$108.33 - $122.02
Q1 2025	25,478	$3,108	$110.55	$101.53 - $119.32
Q4 2024	25,022	$2,696	$108.79	$101.94 - $115.91
Q3 2024	25,481	$2,938	$105.91	$93.97 - $113.10
Q2 2024	23,989	$2,404	$94.26	$86.98 - $99.33
Q1 2024	23,533	$2,276	$88.45	$83.73 - $92.65
Q4 2023	24,225	$2,351	$83.85	$76.14 - $92.24
Q3 2023	23,986	$2,117	$83.56	$78.87 - $88.07
Q2 2023	27,952	$2,508	$85.15	$79.04 - $90.07
Q1 2023	27,581	$2,661	$88.17	$81.98 - $94.52
Q4 2022	27,613	$2,844	$84.81	$73.62 - $93.71
Q3 2022	27,386	$2,547	$94.02	$81.57 - $99.92
Q2 2022	27,559	$2,955	$95.38	$84.37 - $100.41
Q1 2022	27,506	$3,071	$89.19	$82.41 - $97.15
Q4 2021	27,421	$2,876	$86.27	$82.54 - $89.93
Q3 2021	23,857	$2,328	$87.25	$81.74 - $91.73
Q2 2021	20,238	$1,998	$83.88	$79.19 - $90.57
Q1 2021	2,821	$272	$75.46	$71.07 - $81.33
Q4 2020	5,591	$512	$75.68	$71.30 - $80.48
Q3 2020	2,414	$214	$66.72	$63.65 - $72.83
Q2 2020	2,682	$214	$67.61	$60.11 - $74.18