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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
634+ 3.62% |
$57.5K - $63K
|
18.1K
$1.94M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
631+ 8.04% |
$57.2K - $62.7K
|
8.48K
$906K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
611+ 14.64% |
$55.4K - $60.7K
|
4.79K
$511K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
607+ 6.66% |
$55K - $60.3K
|
9.72K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
600+ 3.28% |
$54.4K - $59.6K
|
18.9K
$2.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
586+ 6.7% |
$53.1K - $58.2K
|
9.33K
$996K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
582+ 20.75% |
$52.8K - $57.8K
|
3.39K
$362K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
580+ 19.95% |
$52.6K - $57.6K
|
3.49K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
577+ 16.62% |
$52.3K - $57.3K
|
4.05K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
567+ 1.78% |
$51.4K - $56.4K
|
32.4K
$3.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
548+ 2.5% |
$49.7K - $54.5K
|
22.5K
$2.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
541+ 14.3% |
$49K - $53.8K
|
4.32K
$462K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
539+ 6.14% |
$48.9K - $53.6K
|
9.31K
$995K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
535+ 2.15% |
$48.5K - $53.2K
|
25.4K
$2.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
530+ 1.98% |
$48K - $52.7K
|
27.3K
$2.92M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
523+ 8.71% |
$47.4K - $52K
|
6.53K
$697K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
516+ 13.63% |
$46.8K - $51.3K
|
4.3K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
515+ 12.63% |
$46.7K - $51.2K
|
4.59K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
513+ 1.45% |
$46.5K - $51K
|
35.9K
$3.83M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
501+ 15.25% |
$45.4K - $49.8K
|
3.79K
$404K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500+ 6.61% |
$45.3K - $49.7K
|
8.07K
$862K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
500+ 15.52% |
$45.3K - $49.7K
|
3.72K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500+ 106.16% |
$45.3K - $49.7K
|
971
$104K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
500+ 6.04% |
$45.3K - $49.7K
|
8.78K
$938K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
486+ 9.24% |
$44.1K - $48.3K
|
5.75K
$614K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
469+ 8.25% |
$42.5K - $46.6K
|
6.15K
$657K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
468New |
$42.4K - $46.5K
|
468
$50K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
461+ 3.32% |
$41.8K - $45.8K
|
14.3K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
459+ 1.0% |
$41.6K - $45.6K
|
46.6K
$4.97M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
459+ 35.2% |
$41.6K - $45.6K
|
1.76K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
451+ 2.55% |
$40.9K - $44.8K
|
18.2K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
442+ 1.32% |
$40.1K - $43.9K
|
33.9K
$3.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
439+ 5.71% |
$39.8K - $43.6K
|
8.13K
$869K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
436+ 2.93% |
$39.5K - $43.3K
|
15.3K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
433New |
$39.3K - $43K
|
433
$46.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
431+ 5.36% |
$39.1K - $42.8K
|
8.47K
$905K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
423New |
$38.3K - $42K
|
423
$45.2K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
415+ 0.64% |
$37.6K - $41.2K
|
65.5K
$6.99M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
408+ 16.76% |
$37K - $40.6K
|
2.84K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
405+ 0.18% |
$36.7K - $40.3K
|
231K
$24.7M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
400+ 0.48% |
$36.3K - $39.8K
|
83.6K
$8.93M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
400+ 4.1% |
$36.3K - $39.8K
|
10.1K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
400+ 1.15% |
$36.3K - $39.8K
|
35.1K
$3.75M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
392+ 6.77% |
$35.5K - $39K
|
6.18K
$660K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
380+ 4.84% |
$34.4K - $37.8K
|
8.23K
$879K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
379+ 1.41% |
$34.4K - $37.7K
|
27.3K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
377+ 5.76% |
$34.2K - $37.5K
|
6.93K
$740K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
376+ 11.74% |
$34.1K - $37.4K
|
3.58K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
375New |
$34K - $37.3K
|
375
$40.1K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
372+ 7.03% |
$33.7K - $37K
|
5.66K
$605K
|