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 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$181 - $199
|
3.66K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.06% |
$181 - $199
|
3.17K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 1.0% |
$181 - $199
|
203
$22K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.5% |
$90.7 - $99.4
|
202
$21.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$90.7 - $99.4
|
15.6K
$1.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$90.7 - $99.4
|
4.45K
$481K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.32% |
$90.7 - $99.4
|
312
$33.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1+ 0.04% |
$90.7 - $99.4
|
2.46K
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.17% |
$90.7 - $99.4
|
574
$62.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 12.5% |
$90.7 - $99.4
|
9
$974
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$90.7 - $99.4
|
2.39K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.53% |
$90.7 - $99.4
|
188
$20.3K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$90.7 - $99.4
|
6.37K
$689K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$90.7 - $99.4
|
4.16K
$450K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$90.7 - $99.4
|
2.43K
$263K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$90.7 - $99.4
|
3.61K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1+ 0.03% |
$90.7 - $99.4
|
3.41K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.41% |
$90.7 - $99.4
|
72
$7.79K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.04% |
$90.7 - $99.4
|
2.33K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1+ 0.99% |
$90.7 - $99.4
|
102
$11K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1+ 0.01% |
$90.7 - $99.4
|
8.18K
$885K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.31% |
$90.7 - $99.4
|
322
$34.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1- 0.01% |
$90.7 - $99.4
|
14.5K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 0.03% |
$90.7 - $99.4
|
3.17K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$90.7 - $99.4
|
5.59K
$605K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2- 0.08% |
$181 - $199
|
2.43K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-2- 6.45% |
$181 - $199
|
29
$3.14K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3- 0.08% |
$272 - $298
|
3.69K
$399K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-4- 0.09% |
$363 - $398
|
4.33K
$469K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-4- 0.11% |
$363 - $398
|
3.79K
$410K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-5- 0.08% |
$453 - $497
|
6.24K
$675K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5- 0.35% |
$453 - $497
|
1.41K
$152K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5- 0.04% |
$453 - $497
|
11.2K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6- 0.17% |
$544 - $596
|
3.61K
$391K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-7- 0.18% |
$635 - $696
|
3.99K
$432K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7- 0.21% |
$635 - $696
|
3.31K
$358K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-7- 0.12% |
$635 - $696
|
5.61K
$607K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-8- 0.5% |
$725 - $795
|
1.58K
$171K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8- 0.17% |
$725 - $795
|
4.67K
$505K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8- 0.28% |
$725 - $795
|
2.82K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-10- 0.45% |
$907 - $994
|
2.23K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-10- 0.28% |
$907 - $994
|
3.51K
$380K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-11- 3.57% |
$997 - $1.09K
|
297
$32.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-12- 0.02% |
$1.09K - $1.19K
|
73.2K
$7.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-13- 0.12% |
$1.18K - $1.29K
|
11.2K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 3.95% |
$1.18K - $1.29K
|
316
$34.2K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-14- 5.17% |
$1.27K - $1.39K
|
257
$27.8K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-14- 0.33% |
$1.27K - $1.39K
|
4.23K
$458K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 8.33% |
$1.36K - $1.49K
|
165
$17.9K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.59% |
$1.45K - $1.59K
|
2.7K
$292K
|