Purchases and Sales Made in Q4 2024 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q4 2024. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-290- 3.05% |
$30.7K - $35K
|
9.22K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-293- 10.58% |
$31K - $35.4K
|
2.48K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-295- 2.13% |
$31.2K - $35.6K
|
13.6K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-297- 82.5% |
$31.4K - $35.9K
|
63
$7.24K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-298- 1.03% |
$31.5K - $36K
|
28.6K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-300- 0.86% |
$31.7K - $36.2K
|
34.7K
$3.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-305- 2.38% |
$32.3K - $36.8K
|
12.5K
$1.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-311- 14.35% |
$32.9K - $37.6K
|
1.86K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-311- 27.3% |
$32.9K - $37.6K
|
828
$95.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-313- 3.17% |
$33.1K - $37.8K
|
9.55K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-313- 3.37% |
$33.1K - $37.8K
|
8.96K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-314- 4.03% |
$33.2K - $37.9K
|
7.48K
$860K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-325- 9.92% |
$34.4K - $39.2K
|
2.95K
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-328- 1.24% |
$34.7K - $39.6K
|
26.2K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-333- 8.47% |
$35.2K - $40.2K
|
3.6K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-335- 0.53% |
$35.4K - $40.5K
|
62.5K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-337- 1.07% |
$35.6K - $40.7K
|
31.3K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-337- 9.18% |
$35.6K - $40.7K
|
3.33K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-342- 6.27% |
$36.2K - $41.3K
|
5.11K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-345- 6.54% |
$36.5K - $41.7K
|
4.93K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-350- 9.01% |
$37K - $42.3K
|
3.54K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-351- 0.53% |
$37.1K - $42.4K
|
66.4K
$7.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-357- 6.66% |
$37.8K - $43.1K
|
5K
$575K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-358- 1.1% |
$37.9K - $43.2K
|
32.3K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-364- 4.3% |
$38.5K - $44K
|
8.1K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-364- 11.13% |
$38.5K - $44K
|
2.91K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-370- 3.2% |
$39.1K - $44.7K
|
11.2K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-371- 7.36% |
$39.2K - $44.8K
|
4.67K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-373- 2.2% |
$39.4K - $45K
|
16.6K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-378- 2.25% |
$40K - $45.6K
|
16.4K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-384- 2.21% |
$40.6K - $46.4K
|
17K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-386- 2.75% |
$40.8K - $46.6K
|
13.7K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-400- 15.09% |
$42.3K - $48.3K
|
2.25K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-405- 9.76% |
$42.8K - $48.9K
|
3.74K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-412- 2.75% |
$43.6K - $49.8K
|
14.6K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-412- 12.55% |
$43.6K - $49.8K
|
2.87K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-418- 4.92% |
$44.2K - $50.5K
|
8.07K
$928K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-421- 2.32% |
$44.5K - $50.8K
|
17.7K
$2.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-426- 1.8% |
$45.1K - $51.4K
|
23.2K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-426- 3.19% |
$45.1K - $51.4K
|
12.9K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-437- 11.89% |
$46.2K - $52.8K
|
3.24K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-440- 9.85% |
$46.5K - $53.1K
|
4.03K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-444- 0.8% |
$47K - $53.6K
|
55K
$6.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-446- 12.48% |
$47.2K - $53.9K
|
3.13K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-456- 5.39% |
$48.2K - $55.1K
|
8K
$920K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-459- 1.8% |
$48.5K - $55.4K
|
25K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-462- 3.18% |
$48.9K - $55.8K
|
14.1K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-477- 0.57% |
$50.4K - $57.6K
|
83K
$9.55M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-480- 0.14% |
$50.8K - $58K
|
355K
$40.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-482- 1.02% |
$51K - $58.2K
|
46.6K
$5.36M
|