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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-216- 7.3% |
$22.8K - $26.1K
|
2.74K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-217- 6.29% |
$22.9K - $26.2K
|
3.23K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-218- 3.3% |
$23.1K - $26.3K
|
6.4K
$714K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-218- 1.67% |
$23.1K - $26.3K
|
12.9K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-221- 5.53% |
$23.4K - $26.7K
|
3.78K
$422K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-222- 0.7% |
$23.5K - $26.8K
|
31.4K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-223- 26.24% |
$23.6K - $26.9K
|
627
$70K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-225- 4.62% |
$23.8K - $27.2K
|
4.64K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-232- 8.09% |
$24.5K - $28K
|
2.64K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-238- 1.04% |
$25.2K - $28.7K
|
22.6K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-241- 10.68% |
$25.5K - $29.1K
|
2.02K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-242- 5.61% |
$25.6K - $29.2K
|
4.07K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-245- 4.73% |
$25.9K - $29.6K
|
4.94K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-249- 4.62% |
$26.3K - $30.1K
|
5.14K
$574K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-250- 11.33% |
$26.4K - $30.2K
|
1.96K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-250- 1.05% |
$26.4K - $30.2K
|
23.6K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-251- 1.42% |
$26.5K - $30.3K
|
17.4K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-252- 2.79% |
$26.7K - $30.4K
|
8.79K
$981K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-255- 5.04% |
$27K - $30.8K
|
4.81K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-260- 5.98% |
$27.5K - $31.4K
|
4.09K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-262- 3.6% |
$27.7K - $31.6K
|
7.02K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-267- 0.5% |
$28.2K - $32.2K
|
53.2K
$5.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-274- 1.73% |
$29K - $33.1K
|
15.6K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-275- 6.06% |
$29.1K - $33.2K
|
4.26K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-281- 6.77% |
$29.7K - $33.9K
|
3.87K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-282- 0.7% |
$29.8K - $34.1K
|
40K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-285- 10.63% |
$30.1K - $34.4K
|
2.4K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-288- 7.18% |
$30.5K - $34.8K
|
3.72K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-290- 3.05% |
$30.7K - $35K
|
9.22K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-293- 10.58% |
$31K - $35.4K
|
2.48K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-295- 2.13% |
$31.2K - $35.6K
|
13.6K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-295- 6.26% |
$31.2K - $35.6K
|
4.42K
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-297- 82.5% |
$31.4K - $35.9K
|
63
$7.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-298- 1.03% |
$31.5K - $36K
|
28.6K
$3.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-300- 0.86% |
$31.7K - $36.2K
|
34.7K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-304- 1.56% |
$32.2K - $36.7K
|
19.2K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-305- 2.38% |
$32.3K - $36.8K
|
12.5K
$1.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-311- 14.35% |
$32.9K - $37.6K
|
1.86K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-311- 27.3% |
$32.9K - $37.6K
|
828
$92.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-313- 3.17% |
$33.1K - $37.8K
|
9.55K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-313- 3.37% |
$33.1K - $37.8K
|
8.96K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-313- 1.26% |
$33.1K - $37.8K
|
24.5K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-314- 4.03% |
$33.2K - $37.9K
|
7.48K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-322- 3.73% |
$34.1K - $38.9K
|
8.32K
$928K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-325- 9.92% |
$34.4K - $39.2K
|
2.95K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-328- 1.24% |
$34.7K - $39.6K
|
26.2K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-333- 8.47% |
$35.2K - $40.2K
|
3.6K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-335- 0.53% |
$35.4K - $40.5K
|
62.5K
$6.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-337- 1.07% |
$35.6K - $40.7K
|
31.3K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-337- 9.18% |
$35.6K - $40.7K
|
3.33K
$372K
|