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 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.27K- 35.9% |
$206K - $226K
|
4.06K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.28K- 0.62% |
$207K - $226K
|
367K
$40.6M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.34K- 8.53% |
$212K - $233K
|
25.1K
$2.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.34K- 41.96% |
$212K - $233K
|
3.24K
$359K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.39K- 7.66% |
$216K - $237K
|
28.8K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.42K- 1.04% |
$219K - $240K
|
230K
$25.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.44K- 28.62% |
$221K - $242K
|
6.08K
$673K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.44K- 0.43% |
$221K - $243K
|
567K
$62.8M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.46K- 8.87% |
$223K - $244K
|
25.3K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.49K- 3.29% |
$225K - $247K
|
73K
$8.09M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.59K- 28.85% |
$235K - $258K
|
6.4K
$708K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.63K- 9.75% |
$238K - $261K
|
24.3K
$2.69M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.73K- 2.98% |
$247K - $271K
|
88.8K
$9.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.81K- 12.7% |
$254K - $279K
|
19.3K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.87K- 7.5% |
$260K - $285K
|
35.3K
$3.91M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.88K- 4.8% |
$261K - $286K
|
57.1K
$6.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.88K- 5.36% |
$261K - $287K
|
50.9K
$5.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.91K- 2.33% |
$264K - $289K
|
122K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.97K- 34.26% |
$270K - $295K
|
5.7K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.04K- 9.71% |
$276K - $302K
|
28.3K
$3.13M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-3.05K- 4.94% |
$276K - $303K
|
58.6K
$6.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.05K- 24.26% |
$277K - $304K
|
9.53K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.08K- 42.64% |
$279K - $306K
|
4.14K
$459K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.08K- 14.85% |
$279K - $306K
|
17.7K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-3.08K- 4.37% |
$280K - $307K
|
67.4K
$7.47M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.09K- 3.41% |
$280K - $307K
|
87.4K
$9.68M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.11K- 5.05% |
$282K - $309K
|
58.6K
$6.49M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.13K- 29.94% |
$284K - $311K
|
7.32K
$811K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.15K- 9.98% |
$286K - $313K
|
28.5K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.22K- 1.65% |
$292K - $320K
|
192K
$21.3M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.23K- 6.14% |
$292K - $321K
|
49.3K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-3.24K- 12.58% |
$294K - $322K
|
22.5K
$2.49M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.26K- 2.02% |
$296K - $324K
|
158K
$17.5M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.28K- 41.74% |
$297K - $326K
|
4.57K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.3K- 0.86% |
$299K - $328K
|
380K
$42.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.33K- 9.27% |
$302K - $331K
|
32.6K
$3.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.34K- 6.85% |
$303K - $332K
|
45.4K
$5.03M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.41K- 0.79% |
$309K - $339K
|
430K
$47.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.5K- 26.99% |
$317K - $348K
|
9.46K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.61K- 52.44% |
$327K - $359K
|
3.28K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.64K- 5.58% |
$330K - $362K
|
61.5K
$6.81M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.66K- 12.33% |
$332K - $364K
|
26K
$2.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.86K- 42.64% |
$349K - $383K
|
5.19K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.88K- 21.9% |
$352K - $386K
|
13.8K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.9K- 9.02% |
$353K - $387K
|
39.3K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.91K- 7.54% |
$354K - $388K
|
47.9K
$5.31M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.97K- 3.63% |
$359K - $394K
|
105K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.98K- 14.48% |
$361K - $395K
|
23.5K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.09K- 5.72% |
$371K - $407K
|
67.5K
$7.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.17K- 5.37% |
$378K - $415K
|
73.5K
$8.14M
|