Purchases and Sales Made in Q1 2024 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

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 14, 2024 Q1 2024
Gyl Financial Synergies, LLC

BUY
 -
160
+ 0.98%
$14.5K - $15.9K
16.5K $1.76M
May 15, 2024 Q1 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
160
+ 2.15%
$14.5K - $15.9K
7.62K $813K
Apr 01, 2024 Q1 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
158
+ 1.66%
$14.3K - $15.7K
9.67K $1.03M
May 07, 2024 Q1 2024
Delta Financial Advisors LLC

BUY
 -
158
+ 1.61%
$14.3K - $15.7K
9.95K $1.06M
May 09, 2024 Q1 2024
Plante Moran Financial Advisors, LLC

BUY
 -
158
+ 18.94%
$14.3K - $15.7K
992 $106K
Apr 15, 2024 Q1 2024
Objectivity Squared, LLC

Charleston, SC
BUY
 -
155
+ 4.36%
$14.1K - $15.4K
3.71K $396K
Apr 18, 2024 Q1 2024
Verum Partners LLC

Charlotte, NC
BUY
 -
155
+ 4.05%
$14.1K - $15.4K
3.99K $426K
May 14, 2024 Q1 2024
Empire Financial Management Company, LLC

New York, NY
BUY
 -
153
+ 0.73%
$13.9K - $15.2K
21.1K $2.26M
Apr 23, 2024 Q1 2024
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
152
+ 3.63%
$13.8K - $15.1K
4.34K $464K
May 02, 2024 Q1 2024
Cnb Bank

Clearfield, PA
BUY
 -
152
+ 1.44%
$13.8K - $15.1K
10.7K $1.14M
May 13, 2024 Q1 2024
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
150
+ 4.77%
$13.6K - $14.9K
3.3K $352K
May 13, 2024 Q1 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
150
+ 3.41%
$13.6K - $14.9K
4.54K $485K
May 13, 2024 Q1 2024
Tidemark, LLC

San Diego, CA
BUY
 -
148
New
$13.4K - $14.7K
148 $15.8K
Apr 22, 2024 Q1 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
144
+ 3.62%
$13.1K - $14.3K
4.12K $440K
May 16, 2024 Q1 2024
Klcm Advisors, Inc.

BUY
 -
144
+ 2.86%
$13.1K - $14.3K
5.18K $553K
Apr 23, 2024 Q1 2024
True Wealth Advisors, LLC

BUY
 -
143
+ 6.26%
$13K - $14.2K
2.43K $259K
Apr 17, 2024 Q1 2024
Meridian Financial Partners LLC

BUY
 -
142
+ 1.08%
$12.9K - $14.1K
13.3K $1.42M
May 06, 2024 Q1 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
141
+ 1.27%
$12.8K - $14K
11.2K $1.2M
May 09, 2024 Q1 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
141
+ 3.09%
$12.8K - $14K
4.7K $502K
Apr 29, 2024 Q1 2024
Townsend Asset Management Corp

BUY
 -
140
+ 0.44%
$12.7K - $13.9K
31.7K $3.38M
May 07, 2024 Q1 2024
Chilton Capital Management LLC

Houston, TX
BUY
 -
140
+ 138.61%
$12.7K - $13.9K
241 $25.7K
May 03, 2024 Q1 2024
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
138
+ 5.41%
$12.5K - $13.7K
2.69K $287K
Apr 24, 2024 Q1 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
137
+ 4.61%
$12.4K - $13.6K
3.11K $332K
May 09, 2024 Q1 2024
Wealth Dimensions Group, Ltd.

BUY
 -
136
+ 0.96%
$12.3K - $13.5K
14.4K $1.53M
May 14, 2024 Q1 2024
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
136
+ 1.4%
$12.3K - $13.5K
9.85K $1.05M
Apr 09, 2024 Q1 2024
New Hampshire Trust

Concord, NH
BUY
 -
134
+ 4.61%
$12.1K - $13.3K
3.04K $325K
Apr 11, 2024 Q1 2024
Hummer Financial Advisory Services Inc

BUY
 -
133
+ 2.97%
$12.1K - $13.2K
4.61K $492K
Apr 17, 2024 Q1 2024
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
133
+ 1.76%
$12.1K - $13.2K
7.68K $820K
May 16, 2024 Q1 2024
Beacon Capital Management, LLC

BUY
 -
132
+ 3.89%
$12K - $13.1K
3.52K $376K
May 10, 2024 Q1 2024
Esl Trust Services, LLC

BUY
 -
131
New
$11.9K - $13K
131 $14K
May 03, 2024 Q1 2024
Transcend Capital Advisors, LLC

BUY
 -
130
+ 3.99%
$11.8K - $12.9K
3.39K $362K
Apr 24, 2024 Q1 2024
Townsend & Associates, Inc

BUY
 -
129
+ 0.58%
$11.7K - $12.8K
22.6K $2.41M
May 14, 2024 Q1 2024
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
127
+ 0.62%
$11.5K - $12.6K
20.4K $2.18M
May 01, 2024 Q1 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
126
+ 3.38%
$11.4K - $12.5K
3.85K $411K
May 08, 2024 Q1 2024
Bigelow Investment Advisors, LLC

BUY
 -
125
+ 1.9%
$11.3K - $12.4K
6.69K $715K
May 03, 2024 Q1 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
121
+ 5.91%
$11K - $12K
2.17K $231K
May 13, 2024 Q1 2024
Fwl Investment Management, LLC

BUY
 -
120
New
$10.9K - $11.9K
120 $12.8K
May 15, 2024 Q1 2024
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
120
+ 3.34%
$10.9K - $11.9K
3.72K $397K
May 09, 2024 Q1 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
118
+ 4.97%
$10.7K - $11.7K
2.49K $266K
Apr 03, 2024 Q1 2024
Versant Capital Management, Inc

BUY
 -
117
+ 46.61%
$10.6K - $11.6K
368 $39.3K
May 03, 2024 Q1 2024
Avion Wealth

The Woodlands, TX
BUY
 -
116
+ 88.55%
$10.5K - $11.5K
247 $26.4K
Apr 23, 2024 Q1 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
114
+ 9.0%
$10.3K - $11.3K
1.38K $147K
May 10, 2024 Q1 2024
Physicians Financial Services, Inc.

Raleigh, NC
BUY
 -
113
+ 0.58%
$10.2K - $11.2K
19.6K $2.09M
May 15, 2024 Q1 2024
Stone House Investment Management, LLC

BUY
 -
112
New
$10.2K - $11.1K
112 $12K
Apr 17, 2024 Q1 2024
Town & Country Bank & Trust CO Dba First Bankers Trust CO

BUY
 -
109
+ 3.32%
$9.88K - $10.8K
3.39K $362K
Apr 17, 2024 Q1 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
109
+ 3.89%
$9.88K - $10.8K
2.91K $311K
May 13, 2024 Q1 2024
Key F Inancial Inc

BUY
 -
107
+ 10.11%
$9.7K - $10.6K
1.17K $124K
Apr 15, 2024 Q1 2024
Stokes Capital Advisors, LLC

BUY
 -
105
+ 3.35%
$9.52K - $10.4K
3.24K $346K
Apr 22, 2024 Q1 2024
Blossom Wealth Management

BUY
 -
105
+ 3.9%
$9.52K - $10.4K
2.8K $299K

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