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 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
243+ 8.7% |
$22K - $24.2K
|
3.04K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
243+ 9.25% |
$22K - $24.2K
|
2.87K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
240+ 3.25% |
$21.8K - $23.9K
|
7.62K
$814K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
240+ 10.01% |
$21.8K - $23.9K
|
2.64K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
239+ 14.63% |
$21.7K - $23.8K
|
1.87K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
238+ 1.04% |
$21.6K - $23.7K
|
23.1K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
237+ 1.28% |
$21.5K - $23.6K
|
18.7K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
236+ 6.22% |
$21.4K - $23.5K
|
4.03K
$430K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
231+ 4.11% |
$20.9K - $23K
|
5.85K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
231+ 0.54% |
$20.9K - $23K
|
42.9K
$4.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
230+ 10.02% |
$20.8K - $22.9K
|
2.53K
$270K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
230+ 3.36% |
$20.8K - $22.9K
|
7.07K
$755K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
228+ 7.35% |
$20.7K - $22.7K
|
3.33K
$356K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
226+ 3.95% |
$20.5K - $22.5K
|
5.94K
$635K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
224+ 43.16% |
$20.3K - $22.3K
|
743
$79.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
222+ 4.6% |
$20.1K - $22.1K
|
5.05K
$540K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
222+ 1.89% |
$20.1K - $22.1K
|
11.9K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
220+ 8.84% |
$19.9K - $21.9K
|
2.71K
$289K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
219+ 7.31% |
$19.9K - $21.8K
|
3.21K
$343K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
218+ 0.44% |
$19.8K - $21.7K
|
49.7K
$5.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
213+ 5.79% |
$19.3K - $21.2K
|
3.89K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
211+ 3.94% |
$19.1K - $21K
|
5.57K
$595K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
210+ 2.78% |
$19K - $20.9K
|
7.76K
$829K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
206+ 0.24% |
$18.7K - $20.5K
|
86K
$9.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
204+ 1.5% |
$18.5K - $20.3K
|
13.8K
$1.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
203+ 6.07% |
$18.4K - $20.2K
|
3.55K
$379K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
200+ 8.81% |
$18.1K - $19.9K
|
2.47K
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.09% |
$18.1K - $19.9K
|
211K
$22.6M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
200+ 0.15% |
$18.1K - $19.9K
|
131K
$14M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
197+ 5.04% |
$17.9K - $19.6K
|
4.11K
$439K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
197+ 12.06% |
$17.9K - $19.6K
|
1.83K
$196K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
194+ 7.01% |
$17.6K - $19.3K
|
2.96K
$316K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
194+ 1.97% |
$17.6K - $19.3K
|
10K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
191+ 3.35% |
$17.3K - $19K
|
5.88K
$628K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
189+ 9.06% |
$17.1K - $18.8K
|
2.28K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
186+ 0.26% |
$16.9K - $18.5K
|
72.8K
$7.77M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
184+ 12.64% |
$16.7K - $18.3K
|
1.64K
$175K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
178+ 6.62% |
$16.1K - $17.7K
|
2.87K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
177+ 14.36% |
$16K - $17.6K
|
1.41K
$151K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
175New |
$15.9K - $17.4K
|
175
$18.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
172+ 3.34% |
$15.6K - $17.1K
|
5.32K
$568K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
169+ 1.36% |
$15.3K - $16.8K
|
12.6K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
169+ 2.13% |
$15.3K - $16.8K
|
8.12K
$867K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
169+ 101.2% |
$15.3K - $16.8K
|
336
$35.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
168+ 2.65% |
$15.2K - $16.7K
|
6.51K
$695K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
168+ 3.64% |
$15.2K - $16.7K
|
4.78K
$511K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
165+ 2.02% |
$15K - $16.4K
|
8.32K
$889K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
163New |
$14.8K - $16.2K
|
163
$17.4K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
163+ 0.69% |
$14.8K - $16.2K
|
23.9K
$2.55M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
163+ 3.88% |
$14.8K - $16.2K
|
4.36K
$466K
|