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 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-705- 3.18% |
$63.9K - $70.1K
|
21.5K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-717- 29.06% |
$65K - $71.3K
|
1.75K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-720- 9.23% |
$65.3K - $71.6K
|
7.08K
$830K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-720- 2.57% |
$65.3K - $71.6K
|
27.3K
$3.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-735- 5.86% |
$66.6K - $73.1K
|
11.8K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-737- 2.75% |
$66.8K - $73.3K
|
26K
$3.05M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-741- 4.27% |
$67.2K - $73.6K
|
16.6K
$1.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-741- 12.32% |
$67.2K - $73.6K
|
5.28K
$618K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-757- 26.76% |
$68.6K - $75.2K
|
2.07K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-757- 4.03% |
$68.6K - $75.2K
|
18K
$2.11M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-767- 24.17% |
$69.5K - $76.2K
|
2.41K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-776- 4.16% |
$70.3K - $77.1K
|
17.9K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-781- 27.09% |
$70.8K - $77.6K
|
2.1K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-781- 15.82% |
$70.8K - $77.6K
|
4.16K
$487K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-784- 14.12% |
$71.1K - $77.9K
|
4.77K
$559K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-786- 2.24% |
$71.3K - $78.1K
|
34.3K
$4.01M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-790- 23.09% |
$71.6K - $78.5K
|
2.63K
$308K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-793- 9.83% |
$71.9K - $78.8K
|
7.28K
$853K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-801- 3.17% |
$72.6K - $79.6K
|
24.4K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-822- 15.57% |
$74.5K - $81.7K
|
4.46K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-824- 3.99% |
$74.7K - $81.9K
|
19.8K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-826- 4.27% |
$74.9K - $82.1K
|
18.5K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-829- 3.27% |
$75.1K - $82.4K
|
24.5K
$2.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-853- 19.75% |
$77.3K - $84.8K
|
3.47K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-859- 18.3% |
$77.9K - $85.4K
|
3.84K
$449K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-867- 25.04% |
$78.6K - $86.2K
|
2.6K
$304K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-871- 19.8% |
$79K - $86.6K
|
3.53K
$413K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-875- 28.22% |
$79.3K - $87K
|
2.23K
$261K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-880- 12.02% |
$79.8K - $87.5K
|
6.44K
$755K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-884- 17.11% |
$80.1K - $87.9K
|
4.28K
$502K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-895- 17.33% |
$81.1K - $89K
|
4.27K
$500K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-899- 4.77% |
$81.5K - $89.4K
|
17.9K
$2.1M
|
|
|
May 01, 2024
Q1 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-900- 1.75% |
$81.6K - $89.5K
|
50.5K
$5.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-901- 25.05% |
$81.7K - $89.6K
|
2.7K
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-905- 9.99% |
$82K - $89.9K
|
8.15K
$955K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-918- 18.75% |
$83.2K - $91.2K
|
3.98K
$466K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-923- 4.91% |
$83.7K - $91.7K
|
17.9K
$2.1M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-946- 5.02% |
$85.8K - $94K
|
17.9K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-948- 28.32% |
$85.9K - $94.2K
|
2.4K
$281K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-950- 2.59% |
$86.1K - $94.4K
|
35.7K
$4.18M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-950- 48.62% |
$86.1K - $94.4K
|
1K
$118K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-952- 45.59% |
$86.3K - $94.6K
|
1.14K
$133K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-978- 5.49% |
$88.7K - $97.2K
|
16.8K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-986- 11.69% |
$89.4K - $98K
|
7.45K
$873K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-986- 23.29% |
$89.4K - $98K
|
3.25K
$380K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-989- 7.56% |
$89.7K - $98.3K
|
12.1K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-995- 27.8% |
$90.2K - $98.9K
|
2.58K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-996- 22.11% |
$90.3K - $99K
|
3.51K
$411K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-997- 7.44% |
$90.4K - $99.1K
|
12.4K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1K- 25.28% |
$90.7K - $99.4K
|
2.96K
$346K
|