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 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
916+ 8.68% |
$83K - $91K
|
11.5K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
913+ 4.6% |
$82.8K - $90.7K
|
20.8K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
910+ 3.64% |
$82.5K - $90.4K
|
25.9K
$3.04M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
908+ 23.24% |
$82.3K - $90.2K
|
4.82K
$564K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
898+ 28.32% |
$81.4K - $89.3K
|
4.07K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
895+ 10.83% |
$81.1K - $89K
|
9.16K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
886+ 13.31% |
$80.3K - $88.1K
|
7.54K
$884K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
884+ 12.07% |
$80.1K - $87.9K
|
8.21K
$962K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
884+ 32.09% |
$80.1K - $87.9K
|
3.64K
$426K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
879+ 19.61% |
$79.7K - $87.4K
|
5.36K
$628K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
859+ 5.23% |
$77.9K - $85.4K
|
17.3K
$2.03M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
833New |
$75.5K - $82.8K
|
833
$97.6K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
825+ 15.55% |
$74.8K - $82K
|
6.13K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
823+ 9.63% |
$74.6K - $81.8K
|
9.37K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
807+ 1.25% |
$73.2K - $80.2K
|
65.3K
$7.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
801+ 890.0% |
$72.6K - $79.6K
|
891
$104K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
800+ 7.8% |
$72.5K - $79.5K
|
11.1K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
800+ 15.27% |
$72.5K - $79.5K
|
6.04K
$708K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
799+ 5.63% |
$72.4K - $79.4K
|
15K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
796+ 37.49% |
$72.2K - $79.1K
|
2.92K
$342K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
796+ 7.92% |
$72.2K - $79.1K
|
10.9K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
794+ 2.39% |
$72K - $78.9K
|
34K
$3.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
793+ 9.15% |
$71.9K - $78.8K
|
9.46K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
782+ 4.99% |
$70.9K - $77.7K
|
16.4K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
774+ 0.37% |
$70.2K - $76.9K
|
210K
$24.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
766+ 20.48% |
$69.4K - $76.1K
|
4.51K
$528K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
766+ 17.49% |
$69.4K - $76.1K
|
5.15K
$603K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
759+ 2.68% |
$68.8K - $75.4K
|
29K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
759+ 8.41% |
$68.8K - $75.4K
|
9.78K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
751+ 13.07% |
$68.1K - $74.6K
|
6.5K
$761K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
750+ 2.24% |
$68K - $74.5K
|
34.2K
$4.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
741+ 2.39% |
$67.2K - $73.6K
|
31.7K
$3.72M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
724+ 9.08% |
$65.6K - $72K
|
8.7K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
716+ 3.57% |
$64.9K - $71.2K
|
20.8K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
708New |
$64.2K - $70.4K
|
708
$83K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
707+ 4.02% |
$64.1K - $70.3K
|
18.3K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
706+ 7.64% |
$64K - $70.2K
|
9.95K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
700+ 2.16% |
$63.5K - $69.6K
|
33.2K
$3.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
689+ 5.98% |
$62.5K - $68.5K
|
12.2K
$1.43M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
687+ 0.99% |
$62.3K - $68.3K
|
70K
$8.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
673+ 0.5% |
$61K - $66.9K
|
136K
$15.9M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
667New |
$60.5K - $66.3K
|
667
$78.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
664+ 10.38% |
$60.2K - $66K
|
7.06K
$828K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
663+ 10.75% |
$60.1K - $65.9K
|
6.83K
$800K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
662+ 6.57% |
$60K - $65.8K
|
10.7K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
660+ 1.09% |
$59.8K - $65.6K
|
61K
$7.14M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
657+ 2.01% |
$59.6K - $65.3K
|
33.4K
$3.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
656+ 8.38% |
$59.5K - $65.2K
|
8.48K
$994K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
656+ 11.26% |
$59.5K - $65.2K
|
6.48K
$760K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
653+ 12.07% |
$59.2K - $64.9K
|
6.07K
$711K
|