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 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1K- 16.25% |
$90.7K - $99.4K
|
5.16K
$604K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1K- 21.93% |
$90.7K - $99.4K
|
3.56K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1K- 3.74% |
$90.7K - $99.4K
|
25.8K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.01K- 6.9% |
$91.1K - $99.9K
|
13.6K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.01K- 4.64% |
$91.7K - $101K
|
20.8K
$2.43M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.02K- 4.13% |
$92.1K - $101K
|
23.6K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.03K- 10.36% |
$93.4K - $102K
|
8.91K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.04K- 22.22% |
$94.6K - $104K
|
3.65K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.05K- 36.95% |
$95K - $104K
|
1.79K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.07K- 82.38% |
$97.1K - $106K
|
229
$26.8K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.07K- 14.68% |
$97.4K - $107K
|
6.24K
$731K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.08K- 1.76% |
$97.5K - $107K
|
60K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.08K- 29.64% |
$98K - $107K
|
2.57K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.08K- 0.87% |
$98.1K - $108K
|
123K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.1K- 5.55% |
$100K - $110K
|
18.8K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.11K- 2.78% |
$100K - $110K
|
38.7K
$4.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1.11K- 3.86% |
$100K - $110K
|
27.5K
$3.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 21.31% |
$101K - $110K
|
4.1K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.12K- 9.75% |
$101K - $111K
|
10.3K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.12K- 10.73% |
$102K - $112K
|
9.34K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.13K- 32.04% |
$103K - $112K
|
2.4K
$281K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.13K- 20.69% |
$103K - $113K
|
4.34K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.14K- 26.67% |
$103K - $113K
|
3.14K
$368K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.14K- 22.03% |
$104K - $114K
|
4.04K
$474K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.18K- 25.19% |
$107K - $118K
|
3.51K
$412K
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.19K- 19.12% |
$108K - $118K
|
5.02K
$588K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.19K- 23.6% |
$108K - $118K
|
3.86K
$452K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.2K- 22.31% |
$109K - $119K
|
4.18K
$490K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.21K- 4.37% |
$110K - $121K
|
26.5K
$3.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.24K- 10.49% |
$112K - $123K
|
10.6K
$1.24M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.27K- 4.24% |
$115K - $126K
|
28.7K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.27K- 0.33% |
$115K - $126K
|
389K
$45.5M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.28K- 10.1% |
$116K - $127K
|
11.4K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.28K- 5.97% |
$116K - $127K
|
20.2K
$2.37M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.28K- 3.36% |
$116K - $127K
|
36.9K
$4.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-1.29K- 22.66% |
$117K - $129K
|
4.41K
$517K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.3K- 20.43% |
$117K - $129K
|
5.04K
$591K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.31K- 15.04% |
$118K - $130K
|
7.38K
$864K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.32K- 5.16% |
$120K - $131K
|
24.3K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.32K- 8.96% |
$120K - $131K
|
13.4K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 2.22% |
$121K - $133K
|
59K
$6.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.35K- 6.9% |
$122K - $134K
|
18.2K
$2.13M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.37K- 0.69% |
$125K - $137K
|
198K
$23.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.38K- 75.86% |
$125K - $137K
|
440
$51.6K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.39K- 2.79% |
$126K - $138K
|
48.5K
$5.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.4K- 18.11% |
$127K - $139K
|
6.32K
$740K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.4K- 5.15% |
$127K - $139K
|
25.8K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.4K- 7.26% |
$127K - $140K
|
17.9K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.42K- 11.48% |
$129K - $141K
|
10.9K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.42K- 3.7% |
$129K - $141K
|
37K
$4.33M
|