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
|
Flc Capital Advisors
|
BUY
|
- |
17+ 0.44% |
$1.54K - $1.69K
|
3.87K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
17+ 0.61% |
$1.54K - $1.69K
|
2.79K
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16+ 0.27% |
$1.45K - $1.59K
|
5.92K
$640K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16+ 0.66% |
$1.45K - $1.59K
|
2.44K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 0.72% |
$1.45K - $1.59K
|
2.23K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
15+ 0.59% |
$1.36K - $1.49K
|
2.56K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 1.07% |
$1.27K - $1.39K
|
1.33K
$144K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13+ 0.08% |
$1.18K - $1.29K
|
17K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
12+ 0.11% |
$1.09K - $1.19K
|
10.8K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
11+ 0.94% |
$997 - $1.09K
|
1.18K
$127K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
11+ 0.11% |
$997 - $1.09K
|
10.2K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
11+ 0.27% |
$997 - $1.09K
|
4.15K
$449K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
11+ 0.16% |
$997 - $1.09K
|
7.06K
$764K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 0.17% |
$997 - $1.09K
|
6.53K
$707K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 0.53% |
$907 - $994
|
1.9K
$205K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
10+ 4.72% |
$907 - $994
|
222
$24K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 3.56% |
$907 - $994
|
291
$31.5K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 20.41% |
$907 - $994
|
59
$6.39K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 1.13% |
$907 - $994
|
894
$96.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
9+ 0.29% |
$816 - $895
|
3.16K
$342K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
9+ 0.05% |
$816 - $895
|
16.5K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.18% |
$816 - $895
|
5.04K
$545K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9+ 0.86% |
$816 - $895
|
1.05K
$114K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
9+ 0.26% |
$816 - $895
|
3.51K
$380K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
9+ 0.02% |
$816 - $895
|
49.5K
$5.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
8+ 4.04% |
$725 - $795
|
206
$22.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
8+ 4.04% |
$725 - $795
|
206
$22.3K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
8+ 0.22% |
$725 - $795
|
3.59K
$388K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.23% |
$635 - $696
|
3.02K
$327K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
7+ 0.01% |
$635 - $696
|
66.3K
$7.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7+ 0.31% |
$635 - $696
|
2.26K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7+ 4.22% |
$635 - $696
|
173
$18.7K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
7+ 0.12% |
$635 - $696
|
5.62K
$608K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
7+ 0.12% |
$635 - $696
|
5.62K
$608K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 0.82% |
$544 - $596
|
741
$80.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6+ 0.2% |
$544 - $596
|
3K
$324K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
6+ 1.0% |
$544 - $596
|
608
$65.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.04% |
$544 - $596
|
15.4K
$1.67M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
6+ 0.04% |
$544 - $596
|
15.7K
$1.7M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
6+ 0.23% |
$544 - $596
|
2.64K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.1% |
$453 - $497
|
4.81K
$520K
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.94% |
$363 - $398
|
429
$46.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 1.15% |
$363 - $398
|
353
$38.2K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.8% |
$363 - $398
|
502
$54.3K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.11% |
$272 - $298
|
2.67K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3+ 0.13% |
$272 - $298
|
2.33K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3+ 0.07% |
$272 - $298
|
4.34K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.13% |
$181 - $199
|
1.6K
$173K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.59% |
$181 - $199
|
343
$37.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.32% |
$181 - $199
|
629
$68.1K
|