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 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-114- 4.61% |
$10.3K - $11.3K
|
2.36K
$256K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-116- 9.87% |
$10.5K - $11.5K
|
1.06K
$115K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-118- 0.45% |
$10.7K - $11.7K
|
26.4K
$2.87M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-119- 0.07% |
$10.8K - $11.8K
|
162K
$17.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-120- 84.51% |
$10.9K - $11.9K
|
22
$2.39K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-124- 4.24% |
$11.2K - $12.3K
|
2.8K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-125- 0.81% |
$11.3K - $12.4K
|
15.3K
$1.66M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-127- 3.83% |
$11.5K - $12.6K
|
3.19K
$347K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-127- 2.26% |
$11.5K - $12.6K
|
5.5K
$599K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-127- 1.24% |
$11.5K - $12.6K
|
10.1K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-130- 0.91% |
$11.8K - $12.9K
|
14.2K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-131- 2.84% |
$11.9K - $13K
|
4.48K
$487K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-133- 0.29% |
$12.1K - $13.2K
|
45.2K
$4.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-133- 50.0% |
$12.1K - $13.2K
|
133
$14.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-133- 7.07% |
$12.1K - $13.2K
|
1.75K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-133- 8.15% |
$12.1K - $13.2K
|
1.5K
$163K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-134- 1.1% |
$12.1K - $13.3K
|
12K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-137- 3.38% |
$12.4K - $13.6K
|
3.91K
$426K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-137- 2.24% |
$12.4K - $13.6K
|
5.98K
$650K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-137- 3.06% |
$12.4K - $13.6K
|
4.34K
$472K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-140- 2.72% |
$12.7K - $13.9K
|
5.01K
$545K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-142- 8.34% |
$12.9K - $14.1K
|
1.56K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-142- 2.19% |
$12.9K - $14.1K
|
6.33K
$689K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-143- 2.29% |
$13K - $14.2K
|
6.09K
$663K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-145- 0.68% |
$13.1K - $14.4K
|
21.2K
$2.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-148- 2.81% |
$13.4K - $14.7K
|
5.11K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-148- 1.04% |
$13.4K - $14.7K
|
14.1K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-150- 2.95% |
$13.6K - $14.9K
|
4.93K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-153- 3.53% |
$13.9K - $15.2K
|
4.18K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-153- 1.35% |
$13.9K - $15.2K
|
11.2K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-155- 0.85% |
$14.1K - $15.4K
|
18.1K
$1.97M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-156- 3.74% |
$14.1K - $15.5K
|
4.01K
$437K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-156- 36.11% |
$14.1K - $15.5K
|
276
$30K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-157- 3.71% |
$14.2K - $15.6K
|
4.08K
$444K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-160- 1.26% |
$14.5K - $15.9K
|
12.5K
$1.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-162- 8.37% |
$14.7K - $16.1K
|
1.77K
$193K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-165- 6.15% |
$15K - $16.4K
|
2.52K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-165- 0.75% |
$15K - $16.4K
|
21.7K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-165- 0.32% |
$15K - $16.4K
|
51.6K
$5.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-166- 2.23% |
$15K - $16.5K
|
7.27K
$791K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-166- 41.71% |
$15K - $16.5K
|
232
$25.2K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-167- 1.7% |
$15.1K - $16.6K
|
9.65K
$1.05M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-167- 6.96% |
$15.1K - $16.6K
|
2.23K
$243K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-169- 0.95% |
$15.3K - $16.8K
|
17.6K
$1.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-170- 3.44% |
$15.4K - $16.9K
|
4.77K
$519K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-171- 2.05% |
$15.5K - $17K
|
8.16K
$888K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-171- 7.68% |
$15.5K - $17K
|
2.06K
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-173- 5.23% |
$15.7K - $17.2K
|
3.14K
$341K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-175- 3.29% |
$15.9K - $17.4K
|
5.14K
$559K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-176- 3.67% |
$16K - $17.5K
|
4.62K
$503K
|