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 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
58+ 1.09% |
$5.26K - $5.76K
|
5.38K
$575K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
58+ 1.61% |
$5.26K - $5.76K
|
3.65K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
57+ 0.41% |
$5.17K - $5.67K
|
13.9K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
54+ 1.08% |
$4.9K - $5.37K
|
5.07K
$541K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
51+ 1.59% |
$4.62K - $5.07K
|
3.26K
$349K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 98.04% |
$4.53K - $4.97K
|
101
$10.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
50New |
$4.53K - $4.97K
|
50
$5.34K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
50+ 1.73% |
$4.53K - $4.97K
|
2.95K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
50+ 0.42% |
$4.53K - $4.97K
|
11.9K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
49+ 0.61% |
$4.44K - $4.87K
|
8.09K
$865K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
48+ 0.18% |
$4.35K - $4.77K
|
26.8K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48+ 1.61% |
$4.35K - $4.77K
|
3.03K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
47+ 14.83% |
$4.26K - $4.67K
|
364
$38.9K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
46+ 1.96% |
$4.17K - $4.57K
|
2.39K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
44+ 1.31% |
$3.99K - $4.37K
|
3.39K
$363K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
44+ 1.97% |
$3.99K - $4.37K
|
2.28K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.93% |
$3.99K - $4.37K
|
4.75K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
43+ 1.43% |
$3.9K - $4.27K
|
3.04K
$325K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
42+ 0.58% |
$3.81K - $4.17K
|
7.27K
$776K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
42+ 0.32% |
$3.81K - $4.17K
|
13.4K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
42+ 1.23% |
$3.81K - $4.17K
|
3.45K
$369K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
41+ 0.85% |
$3.72K - $4.07K
|
4.87K
$520K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
40+ 0.24% |
$3.63K - $3.98K
|
16.9K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
40+ 1.17% |
$3.63K - $3.98K
|
3.46K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
39+ 0.66% |
$3.54K - $3.88K
|
5.92K
$632K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 1.62% |
$3.26K - $3.58K
|
2.25K
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
35+ 14.96% |
$3.17K - $3.48K
|
269
$28.7K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
34+ 1.57% |
$3.08K - $3.38K
|
2.19K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
33+ 0.76% |
$2.99K - $3.28K
|
4.38K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
32+ 0.07% |
$2.9K - $3.18K
|
46.9K
$5.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 1.64% |
$2.81K - $3.08K
|
1.92K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
30+ 1.09% |
$2.72K - $2.98K
|
2.78K
$297K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
29+ 0.83% |
$2.63K - $2.88K
|
3.52K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
29+ 0.79% |
$2.63K - $2.88K
|
3.7K
$395K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
26+ 1.71% |
$2.36K - $2.58K
|
1.54K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
25New |
$2.27K - $2.48K
|
25
$2.67K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
24+ 0.36% |
$2.18K - $2.39K
|
6.64K
$709K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
24+ 0.87% |
$2.18K - $2.39K
|
2.78K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$2.18K - $2.39K
|
24
$2.56K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 0.3% |
$2.18K - $2.39K
|
8.14K
$869K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
23+ 0.16% |
$2.08K - $2.29K
|
14.3K
$1.53M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
23+ 1.0% |
$2.08K - $2.29K
|
2.32K
$247K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.54% |
$1.9K - $2.09K
|
3.9K
$416K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
21+ 0.58% |
$1.9K - $2.09K
|
3.65K
$390K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 0.46% |
$1.81K - $1.99K
|
4.34K
$463K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20New |
$1.81K - $1.99K
|
20
$2.14K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
20+ 0.31% |
$1.81K - $1.99K
|
6.44K
$688K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
18+ 0.13% |
$1.63K - $1.79K
|
14.4K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
18+ 0.63% |
$1.63K - $1.79K
|
2.85K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.76% |
$1.54K - $1.69K
|
2.26K
$242K
|