Purchases and Sales Made in Q1 2024 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.29K+ 0.53% |
$117K - $128K
|
244K
$26.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.26K+ 4.67% |
$114K - $125K
|
28.3K
$3.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.26K+ 12.95% |
$114K - $125K
|
11K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.26K+ 6.01% |
$114K - $125K
|
22.1K
$2.36M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.24K+ 10.09% |
$112K - $123K
|
13.5K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 12.25% |
$112K - $123K
|
11.3K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.21KNew |
$110K - $120K
|
1.21K
$129K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.17KNew |
$106K - $116K
|
1.17K
$125K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.16K+ 8.45% |
$106K - $116K
|
14.9K
$1.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.16K+ 2.78% |
$105K - $115K
|
42.8K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.15K+ 1.12% |
$105K - $115K
|
104K
$11.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.14K+ 28.93% |
$103K - $113K
|
5.08K
$543K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.13K+ 4.25% |
$102K - $112K
|
27.7K
$2.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 5.51% |
$102K - $112K
|
21.6K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.12K+ 8.48% |
$102K - $112K
|
14.4K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
1.12K+ 0.35% |
$102K - $112K
|
319K
$34M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.11K+ 2.95% |
$101K - $111K
|
38.9K
$4.16M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.11K+ 20.08% |
$101K - $111K
|
6.66K
$711K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.11K+ 1.8% |
$101K - $110K
|
62.9K
$6.71M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.11K+ 2.51% |
$101K - $110K
|
45.2K
$4.83M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.11K+ 10.82% |
$100K - $110K
|
11.3K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.11K+ 23.73% |
$100K - $110K
|
5.77K
$616K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 14.44% |
$100K - $110K
|
8.75K
$934K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 2.9% |
$99.5K - $109K
|
38.9K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.07K+ 7.28% |
$97.4K - $107K
|
15.8K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.06K+ 3.15% |
$95.8K - $105K
|
34.6K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.05K+ 4.69% |
$95.3K - $104K
|
23.5K
$2.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.04K+ 1.91% |
$94.2K - $103K
|
55.6K
$5.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.04K+ 4.34% |
$94.1K - $103K
|
24.9K
$2.66M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.03K+ 1.23% |
$93.6K - $103K
|
84.8K
$9.06M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.03K+ 2.11% |
$93.4K - $102K
|
49.9K
$5.33M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.02K+ 24.85% |
$92.8K - $102K
|
5.15K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1K+ 3.57% |
$90.8K - $99.6K
|
29.1K
$3.1M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 43.71% |
$90.7K - $99.4K
|
3.29K
$351K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
990+ 2.48% |
$89.7K - $98.4K
|
40.8K
$4.36M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
980+ 0.3% |
$88.8K - $97.4K
|
324K
$34.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
977+ 20.19% |
$88.6K - $97.1K
|
5.82K
$621K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
963+ 2.99% |
$87.3K - $95.7K
|
33.1K
$3.54M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
962New |
$87.2K - $95.6K
|
962
$103K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
960+ 1.53% |
$87K - $95.4K
|
63.9K
$6.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
943+ 13.47% |
$85.5K - $93.7K
|
7.94K
$848K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
938+ 3.85% |
$85K - $93.2K
|
25.3K
$2.7M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
937+ 0.55% |
$84.9K - $93.1K
|
172K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
935+ 32.78% |
$84.8K - $92.9K
|
3.79K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
929+ 27.76% |
$84.2K - $92.3K
|
4.28K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
916+ 8.68% |
$83K - $91K
|
11.5K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
913+ 4.6% |
$82.8K - $90.7K
|
20.8K
$2.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
910+ 3.64% |
$82.5K - $90.4K
|
25.9K
$2.77M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
908+ 23.24% |
$82.3K - $90.2K
|
4.82K
$514K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
898+ 28.32% |
$81.4K - $89.3K
|
4.07K
$435K
|