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 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-929- 10.45% |
$98.3K - $112K
|
7.96K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-934- 20.94% |
$98.8K - $113K
|
3.53K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-937- 1.53% |
$99.1K - $113K
|
60.3K
$6.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-941- 0.59% |
$99.5K - $114K
|
159K
$17.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-949- 5.92% |
$100K - $115K
|
15.1K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-957- 19.2% |
$101K - $116K
|
4.03K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.65% |
$106K - $121K
|
36.8K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1K- 25.0% |
$106K - $121K
|
3K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 1.91% |
$109K - $125K
|
53.1K
$5.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.06K- 12.06% |
$112K - $127K
|
7.69K
$853K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.07K- 6.57% |
$113K - $129K
|
15.3K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.09K- 19.4% |
$115K - $131K
|
4.52K
$501K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.1K- 7.38% |
$116K - $133K
|
13.8K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.1K- 2.92% |
$116K - $133K
|
36.6K
$4.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 6.61% |
$116K - $133K
|
15.5K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.11K- 4.74% |
$117K - $134K
|
22.3K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.11K- 8.68% |
$117K - $134K
|
11.7K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.11K- 5.61% |
$118K - $134K
|
18.7K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.11K- 3.35% |
$118K - $135K
|
32.2K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.12K- 26.54% |
$118K - $135K
|
3.09K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.14K- 7.12% |
$120K - $137K
|
14.8K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.15K- 4.86% |
$122K - $139K
|
22.5K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.16K- 32.76% |
$122K - $140K
|
2.37K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.17K- 12.67% |
$123K - $141K
|
8.03K
$890K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.18K- 16.12% |
$125K - $142K
|
6.14K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.18K- 2.76% |
$125K - $142K
|
41.5K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.19K- 15.86% |
$126K - $144K
|
6.31K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.19KClosed |
$126K - $144K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.2K- 97.8% |
$127K - $145K
|
27
$2.99K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.21K- 30.06% |
$128K - $146K
|
2.81K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.23K- 1.9% |
$130K - $148K
|
63.6K
$7.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.27K- 0.48% |
$134K - $153K
|
261K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.27K- 5.08% |
$134K - $153K
|
23.7K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.28K- 14.69% |
$135K - $154K
|
7.41K
$822K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.3K- 62.37% |
$137K - $157K
|
783
$86.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.3K- 5.25% |
$137K - $157K
|
23.5K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.32K- 42.31% |
$139K - $159K
|
1.8K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.32K- 2.85% |
$140K - $160K
|
45K
$4.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.33K- 4.4% |
$141K - $160K
|
28.9K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.34K- 15.14% |
$142K - $162K
|
7.53K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.41K- 0.74% |
$149K - $170K
|
189K
$21M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.42K- 18.79% |
$151K - $172K
|
6.15K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 13.31% |
$152K - $174K
|
9.38K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.45K- 2.34% |
$153K - $175K
|
60.4K
$6.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.49K- 3.09% |
$157K - $180K
|
46.6K
$5.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.49K- 5.81% |
$157K - $180K
|
24.1K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.5K- 4.4% |
$159K - $181K
|
32.6K
$3.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.53K- 44.16% |
$162K - $185K
|
1.94K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.53K- 1.29% |
$162K - $185K
|
117K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.56K- 29.96% |
$165K - $189K
|
3.65K
$405K
|