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 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.73K+ 79.29% |
$1.03M - $1.17M
|
22K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
9.72KNew |
$1.03M - $1.17M
|
9.72K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.6KNew |
$1.01M - $1.16M
|
9.6K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.11K+ 36.76% |
$963K - $1.1M
|
33.9K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9.07K+ 3.16% |
$959K - $1.1M
|
296K
$34.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.96K+ 31.46% |
$948K - $1.08M
|
37.4K
$4.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.85K+ 132.37% |
$936K - $1.07M
|
15.5K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.54K+ 1185.97% |
$903K - $1.03M
|
9.26K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.17K+ 83.9% |
$864K - $987K
|
17.9K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.96K+ 98.05% |
$842K - $961K
|
16.1K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.89K+ 1.07% |
$835K - $953K
|
744K
$86.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.81K+ 51.76% |
$825K - $943K
|
22.9K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.65K+ 22.58% |
$809K - $924K
|
41.5K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.63K+ 1.37% |
$807K - $922K
|
566K
$65.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.5KNew |
$794K - $906K
|
7.5K
$873K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.46KNew |
$789K - $901K
|
7.46K
$868K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.35K+ 13.64% |
$777K - $887K
|
61.2K
$7.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.32K+ 25.74% |
$774K - $884K
|
35.8K
$4.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.06K+ 1.22% |
$747K - $853K
|
585K
$68.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
7.04KNew |
$744K - $850K
|
7.04K
$819K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
6.86KNew |
$726K - $829K
|
6.86K
$799K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
6.74KNew |
$713K - $814K
|
6.74K
$785K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.71K+ 6.86% |
$709K - $810K
|
104K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.66K+ 11.98% |
$704K - $804K
|
62.2K
$7.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.63K+ 19.9% |
$701K - $801K
|
39.9K
$4.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.55KNew |
$692K - $791K
|
6.55K
$762K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
6.48K+ 2.99% |
$686K - $783K
|
223K
$25.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.97K+ 68.86% |
$631K - $721K
|
14.6K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.91KNew |
$625K - $714K
|
5.91K
$688K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.9K+ 16.42% |
$624K - $712K
|
41.8K
$4.87M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.75K+ 18.46% |
$608K - $694K
|
36.9K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.74K+ 8.94% |
$607K - $693K
|
69.9K
$8.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.73KNew |
$606K - $692K
|
5.73K
$667K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.72KNew |
$605K - $690K
|
5.72K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.62K+ 14.79% |
$594K - $678K
|
43.6K
$5.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.61K+ 96.06% |
$593K - $677K
|
11.4K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.54KNew |
$586K - $669K
|
5.54K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.46K+ 65.53% |
$577K - $659K
|
13.8K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.41K+ 253.04% |
$572K - $653K
|
7.54K
$878K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
5.34KNew |
$565K - $645K
|
5.34K
$621K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.26K+ 15.11% |
$556K - $635K
|
40.1K
$4.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.16KNew |
$546K - $624K
|
5.16K
$601K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.01KNew |
$530K - $605K
|
5.01K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.99KNew |
$528K - $602K
|
4.99K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.98KNew |
$527K - $602K
|
4.98K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.98K+ 39.26% |
$527K - $601K
|
17.7K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.87KNew |
$515K - $588K
|
4.87K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.84K+ 3.45% |
$512K - $585K
|
145K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.77KNew |
$505K - $576K
|
4.77K
$555K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.68KNew |
$495K - $565K
|
4.68K
$544K
|