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 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.42K- 18.79% |
$151K - $172K
|
6.15K
$688K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 13.31% |
$152K - $174K
|
9.38K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.45K- 2.34% |
$153K - $175K
|
60.4K
$6.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.49K- 3.09% |
$157K - $180K
|
46.6K
$5.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.49K- 5.81% |
$157K - $180K
|
24.1K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.5K- 4.4% |
$159K - $181K
|
32.6K
$3.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.53K- 44.16% |
$162K - $185K
|
1.94K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.53K- 1.29% |
$162K - $185K
|
117K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.56K- 29.96% |
$165K - $189K
|
3.65K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.58K- 1.76% |
$167K - $190K
|
88.1K
$9.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.58K- 5.25% |
$167K - $191K
|
28.5K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.6K- 3.66% |
$169K - $193K
|
42K
$4.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.6K- 0.8% |
$169K - $193K
|
198K
$22.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.63K- 3.5% |
$172K - $196K
|
44.8K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.69K- 2.19% |
$179K - $204K
|
75.6K
$8.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.7K- 1.01% |
$180K - $205K
|
167K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.72K- 6.51% |
$182K - $208K
|
24.7K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.73K- 1.73% |
$182K - $208K
|
98.3K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.74K- 23.28% |
$183K - $210K
|
5.72K
$639K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.74K- 45.86% |
$184K - $210K
|
2.05K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.79K- 20.7% |
$189K - $216K
|
6.85K
$765K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.85K- 26.02% |
$196K - $223K
|
5.26K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 4.37% |
$201K - $229K
|
41.6K
$4.65M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.92K- 11.13% |
$203K - $232K
|
15.3K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.93K- 3.78% |
$204K - $233K
|
49.1K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.98K- 3.16% |
$209K - $239K
|
60.6K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.99K- 7.2% |
$211K - $241K
|
25.7K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-2.08K- 13.5% |
$220K - $251K
|
13.3K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.1K- 0.72% |
$222K - $254K
|
289K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.19K- 43.69% |
$231K - $264K
|
2.82K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.2K- 33.04% |
$233K - $266K
|
4.46K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.23K- 2.5% |
$235K - $269K
|
86.7K
$9.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.23K- 1.87% |
$236K - $269K
|
117K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.23K- 13.2% |
$236K - $269K
|
14.7K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.25K- 8.47% |
$238K - $272K
|
24.3K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.28K- 20.33% |
$241K - $275K
|
8.92K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.3K- 16.88% |
$243K - $278K
|
11.3K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-2.31K- 0.84% |
$244K - $279K
|
274K
$30.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.31K- 20.72% |
$245K - $279K
|
8.85K
$990K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.35K- 4.15% |
$248K - $284K
|
54.2K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.48K- 34.75% |
$262K - $299K
|
4.65K
$520K
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.49K- 35.37% |
$264K - $301K
|
4.55K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.52K- 3.22% |
$266K - $304K
|
75.6K
$8.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.52K- 2.65% |
$267K - $305K
|
92.5K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-2.58K- 13.67% |
$273K - $311K
|
16.3K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.66K- 8.57% |
$282K - $322K
|
28.4K
$3.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.68K- 0.27% |
$284K - $324K
|
996K
$111M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.8K- 4.99% |
$296K - $338K
|
53.2K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.83K- 1.91% |
$299K - $341K
|
145K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-2.9K- 40.85% |
$307K - $350K
|
4.2K
$470K
|