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
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
104+ 1.65% |
$9.43K - $10.3K
|
6.43K
$686K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
102+ 0.21% |
$9.25K - $10.1K
|
48.3K
$5.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
100+ 1.0% |
$9.07K - $9.94K
|
10.1K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
100+ 2.29% |
$9.07K - $9.94K
|
4.47K
$478K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
100+ 2.27% |
$9.07K - $9.94K
|
4.52K
$482K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
99+ 12.86% |
$8.97K - $9.84K
|
869
$92.8K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
99+ 0.31% |
$8.97K - $9.84K
|
31.9K
$3.41M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
99+ 1.38% |
$8.97K - $9.84K
|
7.27K
$777K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
98+ 0.46% |
$8.88K - $9.74K
|
21.5K
$2.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
97+ 1.34% |
$8.79K - $9.64K
|
7.32K
$782K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97+ 5.3% |
$8.79K - $9.64K
|
1.93K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
96+ 0.15% |
$8.7K - $9.54K
|
64K
$6.84M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
94+ 4.29% |
$8.52K - $9.34K
|
2.28K
$244K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
93+ 1.09% |
$8.43K - $9.24K
|
8.64K
$923K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
92+ 0.11% |
$8.34K - $9.14K
|
80.3K
$8.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
91+ 3.07% |
$8.25K - $9.04K
|
3.06K
$326K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
91+ 3.13% |
$8.25K - $9.04K
|
2.99K
$320K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
90+ 0.15% |
$8.16K - $8.95K
|
60.5K
$6.46M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
90+ 6.36% |
$8.16K - $8.95K
|
1.51K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
89+ 1.61% |
$8.07K - $8.85K
|
5.62K
$600K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
88+ 2.54% |
$7.98K - $8.75K
|
3.55K
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
88+ 71.54% |
$7.98K - $8.75K
|
211
$22.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
87+ 1.12% |
$7.89K - $8.65K
|
7.89K
$843K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
86+ 0.86% |
$7.8K - $8.55K
|
10.1K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
85+ 3.71% |
$7.71K - $8.45K
|
2.38K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
85+ 2.28% |
$7.71K - $8.45K
|
3.81K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
84New |
$7.61K - $8.35K
|
84
$8.97K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
82+ 59.85% |
$7.43K - $8.15K
|
219
$23.4K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
81+ 1.4% |
$7.34K - $8.05K
|
5.86K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
81+ 1.01% |
$7.34K - $8.05K
|
8.08K
$863K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
80+ 11.2% |
$7.25K - $7.95K
|
794
$84.8K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
79+ 1.94% |
$7.16K - $7.85K
|
4.16K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
78New |
$7.07K - $7.75K
|
78
$8.33K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
75+ 0.94% |
$6.8K - $7.45K
|
8.02K
$857K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
72+ 2.33% |
$6.53K - $7.16K
|
3.16K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
72+ 42.86% |
$6.53K - $7.16K
|
240
$25.6K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
70+ 3.23% |
$6.35K - $6.96K
|
2.24K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
70+ 0.29% |
$6.35K - $6.96K
|
24.5K
$2.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
69+ 1.72% |
$6.25K - $6.86K
|
4.09K
$437K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
69+ 1.03% |
$6.25K - $6.86K
|
6.77K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
69+ 1.79% |
$6.25K - $6.86K
|
3.93K
$420K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
68+ 0.96% |
$6.16K - $6.76K
|
7.16K
$764K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
66+ 2.26% |
$5.98K - $6.56K
|
2.98K
$319K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
65+ 0.74% |
$5.89K - $6.46K
|
8.89K
$949K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
65+ 0.26% |
$5.89K - $6.46K
|
25.3K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
63+ 2.42% |
$5.71K - $6.26K
|
2.67K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
62+ 1.1% |
$5.62K - $6.16K
|
5.68K
$606K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
61+ 1.9% |
$5.53K - $6.06K
|
3.27K
$349K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
61+ 1.71% |
$5.53K - $6.06K
|
3.63K
$388K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
60+ 0.15% |
$5.44K - $5.96K
|
40.3K
$4.3M
|