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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-412- 2.75% |
$43.6K - $49.8K
|
14.6K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-412- 12.55% |
$43.6K - $49.8K
|
2.87K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-414- 8.88% |
$43.8K - $50K
|
4.25K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-418- 4.92% |
$44.2K - $50.5K
|
8.07K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-419- 1.31% |
$44.3K - $50.6K
|
31.6K
$3.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-421- 2.32% |
$44.5K - $50.8K
|
17.7K
$1.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-426- 1.8% |
$45.1K - $51.4K
|
23.2K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-426- 3.19% |
$45.1K - $51.4K
|
12.9K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-437- 11.89% |
$46.2K - $52.8K
|
3.24K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-440- 9.85% |
$46.5K - $53.1K
|
4.03K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-442- 55.46% |
$46.7K - $53.4K
|
355
$39.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-444- 0.8% |
$47K - $53.6K
|
55K
$6.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-446- 12.48% |
$47.2K - $53.9K
|
3.13K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-456- 5.39% |
$48.2K - $55.1K
|
8K
$893K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-459- 1.8% |
$48.5K - $55.4K
|
25K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-462- 3.18% |
$48.9K - $55.8K
|
14.1K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-464- 19.88% |
$49.1K - $56K
|
1.87K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-477- 0.57% |
$50.4K - $57.6K
|
83K
$9.27M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-480- 0.14% |
$50.8K - $58K
|
355K
$39.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-482- 1.02% |
$51K - $58.2K
|
46.6K
$5.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-483- 0.63% |
$51.1K - $58.3K
|
75.9K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-486- 12.07% |
$51.4K - $58.7K
|
3.54K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-489- 6.65% |
$51.7K - $59.1K
|
6.86K
$765K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-491- 5.79% |
$51.9K - $59.3K
|
7.99K
$892K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-494- 84.44% |
$52.2K - $59.7K
|
91
$10.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-497- 8.95% |
$52.6K - $60K
|
5.05K
$564K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-498- 0.16% |
$52.7K - $60.1K
|
320K
$35.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-499- 2.02% |
$52.8K - $60.3K
|
24.2K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-500- 11.63% |
$52.9K - $60.4K
|
3.8K
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-503- 14.08% |
$53.2K - $60.7K
|
3.07K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-505- 0.81% |
$53.4K - $61K
|
61.6K
$6.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-510- 2.37% |
$53.9K - $61.6K
|
21K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-512- 1.24% |
$54.1K - $61.8K
|
40.9K
$4.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-516- 0.99% |
$54.6K - $62.3K
|
51.5K
$5.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-516- 2.0% |
$54.6K - $62.3K
|
25.3K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-518- 10.57% |
$54.8K - $62.6K
|
4.38K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-518- 0.69% |
$54.8K - $62.6K
|
74.7K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-537- 5.92% |
$56.8K - $64.8K
|
8.53K
$952K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-540- 3.5% |
$57.1K - $65.2K
|
14.9K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-549- 2.48% |
$58.1K - $66.3K
|
21.6K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-551- 90.92% |
$58.3K - $66.5K
|
55
$6.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-561- 2.52% |
$59.3K - $67.7K
|
21.7K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-576- 17.51% |
$60.9K - $69.6K
|
2.71K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-579- 7.25% |
$61.2K - $69.9K
|
7.41K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-584- 2.28% |
$61.8K - $70.5K
|
25K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-588- 0.83% |
$62.2K - $71K
|
70.1K
$7.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-589- 10.51% |
$62.3K - $71.1K
|
5.01K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-592- 89.83% |
$62.6K - $71.5K
|
67
$7.48K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.29% |
$63.5K - $72.5K
|
210K
$23.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-604- 1.89% |
$63.9K - $72.9K
|
31.3K
$3.49M
|