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 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.57K+ 25.1% |
$483K - $551K
|
22.8K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.56K+ 69.02% |
$482K - $550K
|
11.2K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.52K+ 1.24% |
$478K - $545K
|
368K
$42.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.34KNew |
$459K - $524K
|
4.34K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
4.28K+ 4.04% |
$452K - $517K
|
110K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.28K+ 9.39% |
$452K - $516K
|
49.8K
$5.8M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.22KNew |
$446K - $510K
|
4.22K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.13K+ 7.06% |
$437K - $499K
|
62.7K
$7.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.1K+ 4.18% |
$434K - $495K
|
102K
$11.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.1K+ 1.37% |
$434K - $495K
|
304K
$35.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.04KNew |
$427K - $488K
|
4.04K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.99K+ 12.89% |
$422K - $482K
|
35K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.91K+ 18.73% |
$413K - $472K
|
24.8K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.76KNew |
$398K - $454K
|
3.76K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.74K+ 58.12% |
$395K - $451K
|
10.2K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.74K+ 115.67% |
$395K - $451K
|
6.97K
$811K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.7KNew |
$392K - $447K
|
3.7K
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3.64KNew |
$385K - $440K
|
3.64K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.6KNew |
$380K - $434K
|
3.6K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.59KNew |
$379K - $433K
|
3.59K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.58K+ 12.94% |
$379K - $432K
|
31.3K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.57KNew |
$378K - $432K
|
3.57K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.57KNew |
$377K - $431K
|
3.57K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.43KNew |
$362K - $414K
|
3.43K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.37KNew |
$357K - $407K
|
3.37K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
3.37KNew |
$357K - $407K
|
3.37K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.31K+ 9.08% |
$350K - $400K
|
39.8K
$4.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.31K+ 11.17% |
$350K - $400K
|
33K
$3.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 33.64% |
$350K - $399K
|
13.1K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.27KNew |
$346K - $395K
|
3.27K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.25K+ 8.11% |
$344K - $392K
|
43.3K
$5.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.25K+ 42.44% |
$344K - $392K
|
10.9K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.23K+ 5.2% |
$341K - $389K
|
65.2K
$7.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
3.22KNew |
$341K - $389K
|
3.22K
$375K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.21K+ 0.62% |
$339K - $387K
|
523K
$60.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.2K+ 8.36% |
$339K - $387K
|
41.5K
$4.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.17K+ 14.87% |
$335K - $383K
|
24.5K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.15K+ 26.25% |
$333K - $380K
|
15.2K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.14K+ 10.91% |
$332K - $379K
|
31.9K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.14K+ 4.21% |
$332K - $379K
|
77.7K
$9.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 57.38% |
$328K - $375K
|
8.52K
$991K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3.1K+ 2.71% |
$328K - $374K
|
117K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.06KNew |
$324K - $370K
|
3.06K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.04K+ 10.41% |
$322K - $367K
|
32.3K
$3.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.01KNew |
$319K - $364K
|
3.01K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3KNew |
$318K - $363K
|
3K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.97K+ 29.67% |
$314K - $359K
|
13K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.95KNew |
$312K - $356K
|
2.95K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.91KNew |
$308K - $351K
|
2.91K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.91KNew |
$308K - $351K
|
2.91K
$339K
|