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
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
368+ 2.8% |
$33.4K - $36.6K
|
13.5K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
365+ 8.83% |
$33.1K - $36.3K
|
4.5K
$481K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
365+ 10.09% |
$33.1K - $36.3K
|
3.98K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
365+ 19.51% |
$33.1K - $36.3K
|
2.24K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
359+ 6.72% |
$32.5K - $35.7K
|
5.7K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
358+ 15.75% |
$32.5K - $35.6K
|
2.63K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
351+ 14.32% |
$31.8K - $34.9K
|
2.8K
$299K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
351+ 16.92% |
$31.8K - $34.9K
|
2.43K
$259K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
350+ 2.25% |
$31.7K - $34.8K
|
15.9K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
340+ 9.06% |
$30.8K - $33.8K
|
4.09K
$437K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
339+ 3.14% |
$30.7K - $33.7K
|
11.1K
$1.19M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
329+ 1.06% |
$29.8K - $32.7K
|
31.4K
$3.36M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
324+ 0.72% |
$29.4K - $32.2K
|
45.4K
$4.84M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
324+ 30.11% |
$29.4K - $32.2K
|
1.4K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
318+ 0.67% |
$28.8K - $31.6K
|
48K
$5.12M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
316+ 4.7% |
$28.6K - $31.4K
|
7.04K
$752K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
315+ 0.19% |
$28.6K - $31.3K
|
170K
$18.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
314New |
$28.5K - $31.2K
|
314
$33.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
310+ 3.01% |
$28.1K - $30.8K
|
10.6K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
309+ 3.34% |
$28K - $30.7K
|
9.57K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
308+ 1.77% |
$27.9K - $30.6K
|
17.7K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
305+ 3.84% |
$27.6K - $30.3K
|
8.25K
$881K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
300+ 13.53% |
$27.2K - $29.8K
|
2.52K
$269K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
298+ 7.14% |
$27K - $29.6K
|
4.47K
$478K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
297+ 6.63% |
$26.9K - $29.5K
|
4.78K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
293+ 17.17% |
$26.6K - $29.1K
|
2K
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
292+ 1.95% |
$26.5K - $29K
|
15.3K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
290+ 2.47% |
$26.3K - $28.8K
|
12K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
287+ 7.89% |
$26K - $28.5K
|
3.92K
$419K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
284+ 9.13% |
$25.7K - $28.2K
|
3.39K
$363K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
275+ 12.92% |
$24.9K - $27.3K
|
2.4K
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
273+ 1.6% |
$24.7K - $27.1K
|
17.3K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
272+ 3.77% |
$24.7K - $27K
|
7.49K
$800K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
268+ 5.93% |
$24.3K - $26.6K
|
4.78K
$511K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
266+ 31.97% |
$24.1K - $26.4K
|
1.1K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
266+ 4.28% |
$24.1K - $26.4K
|
6.48K
$692K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
265+ 27.29% |
$24K - $26.3K
|
1.24K
$132K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
263New |
$23.8K - $26.1K
|
263
$28.1K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
263+ 12.07% |
$23.8K - $26.1K
|
2.44K
$261K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
257+ 10.41% |
$23.3K - $25.5K
|
2.73K
$291K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
257+ 0.96% |
$23.3K - $25.5K
|
27.1K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
256+ 0.87% |
$23.2K - $25.4K
|
29.6K
$3.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
255+ 3.89% |
$23.1K - $25.3K
|
6.81K
$727K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
255+ 15.57% |
$23.1K - $25.3K
|
1.89K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
250+ 1.52% |
$22.7K - $24.8K
|
16.7K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
246+ 3.28% |
$22.3K - $24.4K
|
7.75K
$828K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
246+ 3.77% |
$22.3K - $24.4K
|
6.77K
$723K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
245+ 0.15% |
$22.2K - $24.4K
|
159K
$17M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
245+ 0.14% |
$22.2K - $24.4K
|
179K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
244+ 1.02% |
$22.1K - $24.3K
|
24.2K
$2.59M
|