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
|
Oakworth Capital, Inc.
|
SELL
|
- |
-366- 4.4% |
$33.2K - $36.4K
|
7.95K
$849K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-368- 4.89% |
$33.4K - $36.6K
|
7.16K
$765K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-369- 3.24% |
$33.4K - $36.7K
|
11K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-369- 11.29% |
$33.4K - $36.7K
|
2.9K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-371- 5.35% |
$33.6K - $36.9K
|
6.56K
$701K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-372- 10.7% |
$33.7K - $37K
|
3.11K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-380- 6.16% |
$34.4K - $37.8K
|
5.79K
$618K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-389- 10.09% |
$35.3K - $38.7K
|
3.47K
$370K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-390- 13.8% |
$35.4K - $38.8K
|
2.44K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-391- 8.59% |
$35.4K - $38.9K
|
4.16K
$445K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-391- 8.94% |
$35.4K - $38.9K
|
3.98K
$425K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-396- 10.82% |
$35.9K - $39.4K
|
3.26K
$349K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-404- 2.2% |
$36.6K - $40.2K
|
18K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-405- 3.78% |
$36.7K - $40.3K
|
10.3K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-406- 2.96% |
$36.8K - $40.4K
|
13.3K
$1.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-407- 13.74% |
$36.9K - $40.5K
|
2.56K
$273K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-410- 19.1% |
$37.2K - $40.7K
|
1.74K
$186K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-411- 5.95% |
$37.3K - $40.8K
|
6.49K
$694K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-411- 3.17% |
$37.3K - $40.8K
|
12.5K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-413- 8.17% |
$37.4K - $41K
|
4.64K
$496K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-418- 16.57% |
$37.9K - $41.5K
|
2.1K
$225K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-419- 8.67% |
$38K - $41.6K
|
4.41K
$471K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-426- 5.36% |
$38.6K - $42.3K
|
7.52K
$804K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-437- 7.04% |
$39.6K - $43.4K
|
5.77K
$617K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-440- 9.54% |
$39.9K - $43.7K
|
4.17K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-445- 0.97% |
$40.3K - $44.2K
|
45.3K
$4.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-446- 0.51% |
$40.4K - $44.3K
|
87.4K
$9.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-446- 8.5% |
$40.4K - $44.3K
|
4.8K
$513K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-458- 4.21% |
$41.5K - $45.5K
|
10.4K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-459- 1.16% |
$41.6K - $45.6K
|
39K
$4.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-466- 3.53% |
$42.2K - $46.3K
|
12.7K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-469- 0.27% |
$42.5K - $46.6K
|
172K
$18.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-475- 13.21% |
$43.1K - $47.2K
|
3.12K
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-478- 2.26% |
$43.3K - $47.5K
|
20.7K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-479- 0.88% |
$43.4K - $47.6K
|
54.2K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-482- 0.25% |
$43.7K - $47.9K
|
195K
$20.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-485- 14.06% |
$44K - $48.2K
|
2.97K
$317K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-492- 2.71% |
$44.6K - $48.9K
|
17.6K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-499- 1.89% |
$45.2K - $49.6K
|
25.9K
$2.76M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-500- 4.33% |
$45.3K - $49.7K
|
11K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-500- 7.35% |
$45.3K - $49.7K
|
6.3K
$673K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-502- 10.0% |
$45.5K - $49.9K
|
4.52K
$483K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-502- 89.17% |
$45.5K - $49.9K
|
61
$6.52K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-506- 2.81% |
$45.9K - $50.3K
|
17.5K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-508- 1.35% |
$46.1K - $50.5K
|
37K
$3.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-510- 6.51% |
$46.2K - $50.7K
|
7.33K
$783K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-511- 13.37% |
$46.3K - $50.8K
|
3.31K
$354K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-516- 5.64% |
$46.8K - $51.3K
|
8.64K
$923K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-517- 2.78% |
$46.9K - $51.4K
|
18.1K
$1.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-522- 5.06% |
$47.3K - $51.9K
|
9.8K
$1.05M
|