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
|
Trust Investment Advisors
|
SELL
|
- |
-16- 0.12% |
$1.45K - $1.59K
|
12.9K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-16- 0.25% |
$1.45K - $1.59K
|
6.44K
$697K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-17- 0.36% |
$1.54K - $1.69K
|
4.7K
$508K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-17- 0.32% |
$1.54K - $1.69K
|
5.33K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-17- 0.17% |
$1.54K - $1.69K
|
10.1K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18- 0.8% |
$1.63K - $1.79K
|
2.23K
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-18- 1.05% |
$1.63K - $1.79K
|
1.69K
$183K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-19- 16.81% |
$1.72K - $1.89K
|
94
$10.2K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-20- 0.23% |
$1.81K - $1.99K
|
8.55K
$925K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-21- 2.53% |
$1.9K - $2.09K
|
810
$87.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-21- 0.32% |
$1.9K - $2.09K
|
6.57K
$711K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 11.76% |
$1.99K - $2.19K
|
165
$17.9K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-22- 0.23% |
$1.99K - $2.19K
|
9.67K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-22- 3.42% |
$1.99K - $2.19K
|
621
$67.2K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-22- 0.18% |
$1.99K - $2.19K
|
12.5K
$1.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-24- 0.75% |
$2.18K - $2.39K
|
3.19K
$346K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-24- 1.55% |
$2.18K - $2.39K
|
1.53K
$165K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.28% |
$2.27K - $2.48K
|
9.06K
$980K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-25- 0.67% |
$2.27K - $2.48K
|
3.69K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-25- 1.11% |
$2.27K - $2.48K
|
2.23K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 17.93% |
$2.36K - $2.58K
|
119
$12.9K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-27- 0.99% |
$2.45K - $2.68K
|
2.69K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-27- 0.58% |
$2.45K - $2.68K
|
4.62K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-30- 0.5% |
$2.72K - $2.98K
|
6.01K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-31- 1.21% |
$2.81K - $3.08K
|
2.52K
$273K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 2.32% |
$2.9K - $3.18K
|
1.35K
$146K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-32- 38.1% |
$2.9K - $3.18K
|
52
$5.63K
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-34- 1.1% |
$3.08K - $3.38K
|
3.06K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-35- 1.13% |
$3.17K - $3.48K
|
3.06K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-37- 0.59% |
$3.35K - $3.68K
|
6.28K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-38- 1.12% |
$3.44K - $3.78K
|
3.37K
$365K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-38- 0.76% |
$3.44K - $3.78K
|
4.93K
$534K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-40- 0.77% |
$3.63K - $3.98K
|
5.17K
$559K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-40- 0.49% |
$3.63K - $3.98K
|
8.1K
$877K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-41- 9.58% |
$3.72K - $4.07K
|
387
$41.9K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-44- 0.11% |
$3.99K - $4.37K
|
41.2K
$4.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 4.6% |
$4.17K - $4.57K
|
953
$103K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-47- 0.56% |
$4.26K - $4.67K
|
8.28K
$896K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-50- 0.84% |
$4.53K - $4.97K
|
5.89K
$637K
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-50- 0.27% |
$4.53K - $4.97K
|
18.4K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-50- 0.89% |
$4.53K - $4.97K
|
5.54K
$600K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-52- 28.42% |
$4.71K - $5.17K
|
131
$14.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-53- 0.19% |
$4.8K - $5.27K
|
28.4K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-53- 1.03% |
$4.8K - $5.27K
|
5.09K
$551K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 24.0% |
$4.9K - $5.37K
|
171
$18.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-54- 0.89% |
$4.9K - $5.37K
|
6.03K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-54- 0.66% |
$4.9K - $5.37K
|
8.08K
$874K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-55- 0.33% |
$4.99K - $5.47K
|
16.7K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-58- 0.68% |
$5.26K - $5.76K
|
8.53K
$924K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-60- 1.19% |
$5.44K - $5.96K
|
4.99K
$540K
|