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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-180- 5.26% |
$16.3K - $17.9K
|
3.25K
$347K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-180- 4.22% |
$16.3K - $17.9K
|
4.08K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-184- 0.24% |
$16.7K - $18.3K
|
76.6K
$8.18M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-188- 6.72% |
$17K - $18.7K
|
2.61K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-189- 2.15% |
$17.1K - $18.8K
|
8.6K
$919K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-192- 1.81% |
$17.4K - $19.1K
|
10.4K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-193- 0.23% |
$17.5K - $19.2K
|
84K
$8.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-200Closed |
$18.1K - $19.9K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-200- 1.4% |
$18.1K - $19.9K
|
14K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 3.37% |
$18.1K - $19.9K
|
5.73K
$612K
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-202- 2.29% |
$18.3K - $20.1K
|
8.6K
$919K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-204- 6.74% |
$18.5K - $20.3K
|
2.82K
$302K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-206- 0.84% |
$18.7K - $20.5K
|
24.4K
$2.61M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-206- 5.06% |
$18.7K - $20.5K
|
3.86K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-207- 7.34% |
$18.8K - $20.6K
|
2.62K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-207- 2.63% |
$18.8K - $20.6K
|
7.68K
$820K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-208- 73.24% |
$18.9K - $20.7K
|
76
$8.12K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-209- 13.34% |
$18.9K - $20.8K
|
1.36K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-210- 15.99% |
$19K - $20.9K
|
1.1K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-212- 2.35% |
$19.2K - $21.1K
|
8.81K
$941K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-215- 32.38% |
$19.5K - $21.4K
|
449
$48K
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-215- 0.59% |
$19.5K - $21.4K
|
36.3K
$3.87M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-217- 2.36% |
$19.7K - $21.6K
|
8.98K
$959K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-219- 4.04% |
$19.9K - $21.8K
|
5.2K
$555K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-221- 3.09% |
$20K - $22K
|
6.93K
$740K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-222- 0.45% |
$20.1K - $22.1K
|
49.6K
$5.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-226- 5.06% |
$20.5K - $22.5K
|
4.24K
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-228- 2.66% |
$20.7K - $22.7K
|
8.33K
$890K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-229- 35.29% |
$20.8K - $22.8K
|
420
$44.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-232- 6.2% |
$21K - $23.1K
|
3.51K
$375K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-239- 1.91% |
$21.7K - $23.8K
|
12.3K
$1.31M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-241- 0.79% |
$21.8K - $24K
|
30.4K
$3.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-242- 1.78% |
$21.9K - $24.1K
|
13.4K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-243- 8.65% |
$22K - $24.2K
|
2.57K
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-244- 1.95% |
$22.1K - $24.3K
|
12.3K
$1.31M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-246- 42.12% |
$22.3K - $24.4K
|
338
$36.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 31.89% |
$22.7K - $24.8K
|
534
$57K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-250- 3.79% |
$22.7K - $24.8K
|
6.34K
$677K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-250- 4.39% |
$22.7K - $24.8K
|
5.45K
$582K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-250- 1.87% |
$22.7K - $24.8K
|
13.1K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-257- 3.83% |
$23.3K - $25.5K
|
6.45K
$689K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-259- 0.54% |
$23.5K - $25.7K
|
47.3K
$5.05M
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-260- 3.37% |
$23.6K - $25.8K
|
7.46K
$797K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-260- 6.38% |
$23.6K - $25.8K
|
3.82K
$408K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-261- 10.05% |
$23.7K - $25.9K
|
2.34K
$250K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-266- 10.88% |
$24.1K - $26.4K
|
2.18K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-268- 8.11% |
$24.3K - $26.6K
|
3.04K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-268- 0.48% |
$24.3K - $26.6K
|
55.2K
$5.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-269- 6.37% |
$24.4K - $26.7K
|
3.96K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-270- 15.07% |
$24.5K - $26.8K
|
1.52K
$163K
|