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 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-527- 18.48% |
$47.8K - $52.4K
|
2.33K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-530- 2.02% |
$48K - $52.7K
|
25.7K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-531- 4.37% |
$48.1K - $52.8K
|
11.6K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-535- 5.81% |
$48.5K - $53.2K
|
8.68K
$927K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-540- 15.79% |
$49K - $53.7K
|
2.88K
$308K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-551- 6.83% |
$49.9K - $54.8K
|
7.51K
$802K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-554- 8.95% |
$50.2K - $55.1K
|
5.63K
$602K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-559- 17.37% |
$50.7K - $55.6K
|
2.66K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-559- 31.44% |
$50.7K - $55.6K
|
1.22K
$130K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-562- 2.14% |
$50.9K - $55.9K
|
25.7K
$2.74M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-565- 10.28% |
$51.2K - $56.2K
|
4.93K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-570- 50.0% |
$51.7K - $56.7K
|
570
$60.9K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-571- 18.46% |
$51.8K - $56.8K
|
2.52K
$269K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-580- 7.57% |
$52.6K - $57.6K
|
7.08K
$757K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-580- 1.26% |
$52.6K - $57.6K
|
45.4K
$4.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-583- 1.44% |
$52.8K - $57.9K
|
40K
$4.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-595- 2.5% |
$53.9K - $59.1K
|
23.3K
$2.48M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-595- 4.14% |
$53.9K - $59.1K
|
13.8K
$1.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-597- 6.15% |
$54.1K - $59.3K
|
9.11K
$973K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-602- 3.26% |
$54.6K - $59.8K
|
17.9K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-606- 5.61% |
$54.9K - $60.2K
|
10.2K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-609- 22.41% |
$55.2K - $60.5K
|
2.11K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-616- 3.18% |
$55.8K - $61.2K
|
18.8K
$2M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-629- 35.2% |
$57K - $62.5K
|
1.16K
$124K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-635- 5.93% |
$57.6K - $63.1K
|
10.1K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-642- 1.44% |
$58.2K - $63.8K
|
44.1K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-654- 6.62% |
$59.3K - $65K
|
9.23K
$986K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-655- 23.43% |
$59.4K - $65.1K
|
2.14K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-659- 4.39% |
$59.7K - $65.5K
|
14.4K
$1.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-659- 6.03% |
$59.7K - $65.5K
|
10.3K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-676- 6.96% |
$61.3K - $67.2K
|
9.04K
$965K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-684- 15.28% |
$62K - $68K
|
3.79K
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-689- 4.21% |
$62.5K - $68.5K
|
15.7K
$1.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-692- 2.86% |
$62.7K - $68.8K
|
23.5K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-693- 15.88% |
$62.8K - $68.9K
|
3.67K
$392K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-694- 25.47% |
$62.9K - $69K
|
2.03K
$217K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-699- 17.16% |
$63.4K - $69.5K
|
3.38K
$360K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-705- 3.18% |
$63.9K - $70.1K
|
21.5K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-717- 29.06% |
$65K - $71.3K
|
1.75K
$187K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-720- 9.23% |
$65.3K - $71.6K
|
7.08K
$757K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-720- 2.57% |
$65.3K - $71.6K
|
27.3K
$2.91M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-735- 5.86% |
$66.6K - $73.1K
|
11.8K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-737- 2.75% |
$66.8K - $73.3K
|
26K
$2.78M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-741- 4.27% |
$67.2K - $73.6K
|
16.6K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-741- 12.32% |
$67.2K - $73.6K
|
5.28K
$563K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-757- 26.76% |
$68.6K - $75.2K
|
2.07K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-757- 4.03% |
$68.6K - $75.2K
|
18K
$1.93M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-767- 24.17% |
$69.5K - $76.2K
|
2.41K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-776- 4.16% |
$70.3K - $77.1K
|
17.9K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-781- 27.09% |
$70.8K - $77.6K
|
2.1K
$225K
|