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 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-271- 5.6% |
$24.6K - $26.9K
|
4.57K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-274- 0.87% |
$24.8K - $27.2K
|
31.1K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-275- 18.03% |
$24.9K - $27.3K
|
1.25K
$134K
|
|
|
Apr 12, 2024
Q1 2024
|
Nepsis Inc.
|
SELL
|
- |
-276- 1.63% |
$25K - $27.4K
|
16.6K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-277- 5.92% |
$25.1K - $27.5K
|
4.4K
$470K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-280- 2.37% |
$25.4K - $27.8K
|
11.5K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-281- 1.83% |
$25.5K - $27.9K
|
15.1K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-286- 5.58% |
$25.9K - $28.4K
|
4.84K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-290- 53.7% |
$26.3K - $28.8K
|
250
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-292- 1.81% |
$26.5K - $29K
|
15.9K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-293- 0.64% |
$26.6K - $29.1K
|
45.7K
$4.88M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-298- 8.94% |
$27K - $29.6K
|
3.03K
$324K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 0.99% |
$27.2K - $29.8K
|
29.9K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-300Closed |
$27.2K - $29.8K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-302- 12.72% |
$27.4K - $30K
|
2.07K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-303- 9.71% |
$27.5K - $30.1K
|
2.82K
$301K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-305- 3.34% |
$27.6K - $30.3K
|
8.83K
$943K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-305- 11.3% |
$27.6K - $30.3K
|
2.39K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-309- 9.85% |
$28K - $30.7K
|
2.83K
$302K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-310- 1.03% |
$28.1K - $30.8K
|
29.7K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-312- 4.9% |
$28.3K - $31K
|
6.05K
$646K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-314- 22.16% |
$28.5K - $31.2K
|
1.1K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-315- 2.11% |
$28.6K - $31.3K
|
14.6K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-318- 9.83% |
$28.8K - $31.6K
|
2.92K
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-319- 1.45% |
$28.9K - $31.7K
|
21.7K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-320- 0.5% |
$29K - $31.8K
|
64.3K
$6.87M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-322- 7.44% |
$29.2K - $32K
|
4.01K
$428K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-325- 4.73% |
$29.5K - $32.3K
|
6.55K
$699K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-325- 2.51% |
$29.5K - $32.3K
|
12.6K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-325- 8.02% |
$29.5K - $32.3K
|
3.73K
$398K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-329- 5.05% |
$29.8K - $32.7K
|
6.19K
$661K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-332- 1.28% |
$30.1K - $33K
|
25.7K
$2.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-333- 6.75% |
$30.2K - $33.1K
|
4.6K
$491K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-333- 6.78% |
$30.2K - $33.1K
|
4.58K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-333- 11.81% |
$30.2K - $33.1K
|
2.49K
$266K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-335- 8.88% |
$30.4K - $33.3K
|
3.44K
$367K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-340- 6.54% |
$30.8K - $33.8K
|
4.86K
$519K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-343- 3.98% |
$31.1K - $34.1K
|
8.28K
$884K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-344- 3.15% |
$31.2K - $34.2K
|
10.6K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-345- 4.46% |
$31.3K - $34.3K
|
7.39K
$789K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-350- 3.53% |
$31.7K - $34.8K
|
9.57K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-352- 0.78% |
$31.9K - $35K
|
44.6K
$4.76M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-352- 0.8% |
$31.9K - $35K
|
43.5K
$4.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-357- 13.98% |
$32.4K - $35.5K
|
2.2K
$235K
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-360- 6.23% |
$32.6K - $35.8K
|
5.42K
$578K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-360- 3.61% |
$32.6K - $35.8K
|
9.6K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-360- 2.61% |
$32.6K - $35.8K
|
13.4K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-361- 13.42% |
$32.7K - $35.9K
|
2.33K
$249K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-362- 13.51% |
$32.8K - $36K
|
2.32K
$248K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-362- 0.55% |
$32.8K - $36K
|
65.7K
$7.01M
|