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 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.6K- 3.09% |
$145K - $159K
|
50.3K
$5.37M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.61K- 5.07% |
$146K - $160K
|
30.1K
$3.21M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.63K- 7.35% |
$147K - $162K
|
20.5K
$2.19M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.63K- 8.53% |
$148K - $162K
|
17.5K
$1.86M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.63K- 1.53% |
$148K - $162K
|
105K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.64K- 11.36% |
$148K - $163K
|
12.8K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.65K- 23.24% |
$149K - $164K
|
5.44K
$581K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.65K- 1.59% |
$149K - $164K
|
102K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.68K- 7.28% |
$152K - $167K
|
21.4K
$2.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.68K- 14.0% |
$153K - $167K
|
10.3K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.69K- 90.84% |
$153K - $168K
|
170
$18.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.69K- 3.1% |
$153K - $168K
|
52.9K
$5.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 3.65% |
$154K - $169K
|
44.9K
$4.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.71K- 21.36% |
$155K - $169K
|
6.28K
$670K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.71K- 3.87% |
$155K - $169K
|
42.3K
$4.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.74K- 41.3% |
$158K - $173K
|
2.48K
$264K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.76K- 27.6% |
$159K - $175K
|
4.61K
$492K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.77K- 8.18% |
$161K - $176K
|
19.9K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.78K- 15.71% |
$161K - $177K
|
9.53K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.78K- 28.72% |
$161K - $177K
|
4.41K
$471K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-1.79K- 14.7% |
$162K - $178K
|
10.4K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.79K- 1.95% |
$163K - $178K
|
90K
$9.62M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.82K- 6.6% |
$165K - $180K
|
25.7K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.85K- 2.1% |
$167K - $183K
|
86.1K
$9.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.87K- 3.67% |
$169K - $185K
|
49K
$5.24M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.87K- 23.66% |
$169K - $186K
|
6.03K
$644K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.88K- 6.21% |
$170K - $187K
|
28.4K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.92K- 75.88% |
$174K - $191K
|
610
$65.2K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.93K- 39.41% |
$175K - $191K
|
2.96K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.94K- 7.33% |
$176K - $193K
|
24.5K
$2.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.94K- 28.85% |
$176K - $193K
|
4.79K
$512K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.95K- 5.77% |
$177K - $194K
|
31.8K
$3.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-1.99K- 9.18% |
$181K - $198K
|
19.7K
$2.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2K- 3.76% |
$181K - $199K
|
51.3K
$5.48M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.01K- 19.9% |
$182K - $200K
|
8.08K
$863K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.01K- 7.33% |
$182K - $200K
|
25.4K
$2.72M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.04K- 1.97% |
$185K - $202K
|
101K
$10.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.04K- 44.56% |
$185K - $202K
|
2.53K
$271K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.04K- 13.37% |
$185K - $203K
|
13.2K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.11K- 8.3% |
$191K - $209K
|
23.3K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.12K- 4.51% |
$192K - $211K
|
44.8K
$4.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.14K- 53.81% |
$194K - $213K
|
1.84K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.14K- 15.8% |
$194K - $213K
|
11.4K
$1.22M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.15K- 25.83% |
$195K - $214K
|
6.18K
$660K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.17K- 4.17% |
$196K - $215K
|
49.7K
$5.31M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.19K- 4.6% |
$198K - $218K
|
45.4K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.21K- 45.46% |
$200K - $219K
|
2.65K
$283K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.23KClosed |
$202K - $221K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.23K- 14.7% |
$202K - $221K
|
12.9K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.23K- 23.42% |
$203K - $222K
|
7.3K
$780K
|