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 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.04K- 1.97% |
$185K - $202K
|
101K
$11.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.04K- 44.56% |
$185K - $202K
|
2.53K
$297K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.04K- 13.37% |
$185K - $203K
|
13.2K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.11K- 8.3% |
$191K - $209K
|
23.3K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.12K- 4.51% |
$192K - $211K
|
44.8K
$5.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.14K- 53.81% |
$194K - $213K
|
1.84K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.14K- 15.8% |
$194K - $213K
|
11.4K
$1.34M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.15K- 25.83% |
$195K - $214K
|
6.18K
$724K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.17K- 4.17% |
$196K - $215K
|
49.7K
$5.83M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.19K- 4.6% |
$198K - $218K
|
45.4K
$5.32M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.21K- 45.46% |
$200K - $219K
|
2.65K
$310K
|
|
|
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
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.23K- 23.42% |
$203K - $222K
|
7.3K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.27K- 35.9% |
$206K - $226K
|
4.06K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.28K- 0.62% |
$207K - $226K
|
367K
$43M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.34K- 8.53% |
$212K - $233K
|
25.1K
$2.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.34K- 41.96% |
$212K - $233K
|
3.24K
$379K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.39K- 7.66% |
$216K - $237K
|
28.8K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.42K- 1.04% |
$219K - $240K
|
230K
$26.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.44K- 28.62% |
$221K - $242K
|
6.08K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.44K- 0.43% |
$221K - $243K
|
567K
$66.4M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.45K- 23.29% |
$222K - $244K
|
8.08K
$947K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.46K- 8.87% |
$223K - $244K
|
25.3K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.49K- 3.29% |
$225K - $247K
|
73K
$8.56M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.59K- 28.85% |
$235K - $258K
|
6.4K
$749K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.63K- 9.75% |
$238K - $261K
|
24.3K
$2.85M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.73K- 2.98% |
$247K - $271K
|
88.8K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.81K- 12.7% |
$254K - $279K
|
19.3K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.87K- 7.5% |
$260K - $285K
|
35.3K
$4.14M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.88K- 4.8% |
$261K - $286K
|
57.1K
$6.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.88K- 5.36% |
$261K - $287K
|
50.9K
$5.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.91K- 2.33% |
$264K - $289K
|
122K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.97K- 34.26% |
$270K - $295K
|
5.7K
$668K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.04K- 9.71% |
$276K - $302K
|
28.3K
$3.32M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-3.05K- 4.94% |
$276K - $303K
|
58.6K
$6.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.05K- 24.26% |
$277K - $304K
|
9.53K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.08K- 42.64% |
$279K - $306K
|
4.14K
$485K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.08K- 14.85% |
$279K - $306K
|
17.7K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-3.08K- 4.37% |
$280K - $307K
|
67.4K
$7.9M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.09K- 3.41% |
$280K - $307K
|
87.4K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.11K- 5.05% |
$282K - $309K
|
58.6K
$6.86M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.13K- 29.94% |
$284K - $311K
|
7.32K
$858K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.15K- 9.98% |
$286K - $313K
|
28.5K
$3.33M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.22K- 1.65% |
$292K - $320K
|
192K
$22.5M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.23K- 6.14% |
$292K - $321K
|
49.3K
$5.77M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-3.24K- 12.58% |
$294K - $322K
|
22.5K
$2.64M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.26K- 2.02% |
$296K - $324K
|
158K
$18.5M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.28K- 41.74% |
$297K - $326K
|
4.57K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.3K- 0.86% |
$299K - $328K
|
380K
$44.6M
|