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 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
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-338- 46.75% |
$35.7K - $40.8K
|
385
$43K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-342- 6.27% |
$36.2K - $41.3K
|
5.11K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-342- 10.33% |
$36.2K - $41.3K
|
2.97K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-343- 12.42% |
$36.3K - $41.4K
|
2.42K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-345- 6.54% |
$36.5K - $41.7K
|
4.93K
$550K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-350- 9.01% |
$37K - $42.3K
|
3.54K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-351- 0.53% |
$37.1K - $42.4K
|
66.4K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-354- 2.33% |
$37.4K - $42.7K
|
14.8K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-355- 12.2% |
$37.5K - $42.9K
|
2.56K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-357- 6.66% |
$37.8K - $43.1K
|
5K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-358- 1.1% |
$37.9K - $43.2K
|
32.3K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-360- 2.19% |
$38.1K - $43.5K
|
16.1K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-362- 0.97% |
$38.3K - $43.7K
|
36.9K
$4.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-364- 4.3% |
$38.5K - $44K
|
8.1K
$904K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-364- 11.13% |
$38.5K - $44K
|
2.91K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-370- 3.2% |
$39.1K - $44.7K
|
11.2K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-371- 7.36% |
$39.2K - $44.8K
|
4.67K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-373- 2.2% |
$39.4K - $45K
|
16.6K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-378- 2.25% |
$40K - $45.6K
|
16.4K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-384- 2.21% |
$40.6K - $46.4K
|
17K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-386- 2.75% |
$40.8K - $46.6K
|
13.7K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-392- 13.27% |
$41.5K - $47.3K
|
2.56K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-400- 15.09% |
$42.3K - $48.3K
|
2.25K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-405- 9.76% |
$42.8K - $48.9K
|
3.74K
$418K
|