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 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-60- 0.22% |
$5.44K - $5.96K
|
26.7K
$2.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-61- 2.08% |
$5.53K - $6.06K
|
2.87K
$311K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-61- 2.53% |
$5.53K - $6.06K
|
2.35K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-61- 41.22% |
$5.53K - $6.06K
|
87
$9.42K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-61- 7.47% |
$5.53K - $6.06K
|
756
$81.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-65- 1.15% |
$5.89K - $6.46K
|
5.6K
$606K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-65- 0.64% |
$5.89K - $6.46K
|
10.1K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-66- 1.45% |
$5.98K - $6.56K
|
4.48K
$485K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-66- 0.39% |
$5.98K - $6.56K
|
16.8K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-66- 2.59% |
$5.98K - $6.56K
|
2.49K
$269K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-68- 0.32% |
$6.16K - $6.76K
|
21.3K
$2.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-69- 1.75% |
$6.25K - $6.86K
|
3.88K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-70- 1.45% |
$6.35K - $6.96K
|
4.75K
$514K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-72- 0.67% |
$6.53K - $7.16K
|
10.6K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-75- 1.31% |
$6.8K - $7.45K
|
5.65K
$611K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-75- 2.37% |
$6.8K - $7.45K
|
3.09K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-75- 0.25% |
$6.8K - $7.45K
|
30.3K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-75- 0.74% |
$6.8K - $7.45K
|
10K
$1.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-78- 3.16% |
$7.07K - $7.75K
|
2.39K
$259K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-78- 1.28% |
$7.07K - $7.75K
|
6K
$649K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-83- 0.18% |
$7.52K - $8.25K
|
45.9K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-86- 9.57% |
$7.8K - $8.55K
|
813
$88K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-88- 2.15% |
$7.98K - $8.75K
|
4.01K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-89- 1.52% |
$8.07K - $8.85K
|
5.76K
$623K
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-90- 0.35% |
$8.16K - $8.95K
|
25.6K
$2.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-92- 42.79% |
$8.34K - $9.14K
|
123
$13.3K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-92- 0.33% |
$8.34K - $9.14K
|
28.2K
$3.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-93- 3.79% |
$8.43K - $9.24K
|
2.36K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-98- 3.97% |
$8.88K - $9.74K
|
2.37K
$256K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-99- 80.49% |
$8.97K - $9.84K
|
24
$2.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 1.67% |
$9.07K - $9.94K
|
5.9K
$638K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-100- 3.64% |
$9.07K - $9.94K
|
2.65K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 1.76% |
$9.07K - $9.94K
|
5.59K
$605K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100- 0.79% |
$9.07K - $9.94K
|
12.5K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-100- 1.46% |
$9.07K - $9.94K
|
6.76K
$732K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 12.5% |
$9.07K - $9.94K
|
700
$75.8K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.07% |
$9.07K - $9.94K
|
134K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-103- 0.88% |
$9.34K - $10.2K
|
11.6K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-105- 1.38% |
$9.52K - $10.4K
|
7.51K
$813K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-107- 1.67% |
$9.7K - $10.6K
|
6.31K
$683K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-108- 5.01% |
$9.79K - $10.7K
|
2.05K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-108- 4.3% |
$9.79K - $10.7K
|
2.4K
$260K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-108- 2.28% |
$9.79K - $10.7K
|
4.62K
$500K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-110- 27.5% |
$9.97K - $10.9K
|
290
$31.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-110- 9.97% |
$9.97K - $10.9K
|
993
$107K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-110- 3.6% |
$9.97K - $10.9K
|
2.95K
$319K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-111- 15.16% |
$10.1K - $11K
|
621
$67.2K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-111- 1.86% |
$10.1K - $11K
|
5.86K
$634K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-114- 3.61% |
$10.3K - $11.3K
|
3.05K
$330K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-114- 0.97% |
$10.3K - $11.3K
|
11.7K
$1.27M
|