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 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.33K- 9.27% |
$302K - $331K
|
32.6K
$3.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.34K- 6.85% |
$303K - $332K
|
45.4K
$5.32M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.41K- 0.79% |
$309K - $339K
|
430K
$50.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-3.5K- 26.99% |
$317K - $348K
|
9.46K
$1.11M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.55K- 25.0% |
$322K - $353K
|
10.6K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.61K- 52.44% |
$327K - $359K
|
3.28K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.64K- 5.58% |
$330K - $362K
|
61.5K
$7.21M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.66K- 12.33% |
$332K - $364K
|
26K
$3.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.86K- 42.64% |
$349K - $383K
|
5.19K
$608K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.88K- 21.9% |
$352K - $386K
|
13.8K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.9K- 9.02% |
$353K - $387K
|
39.3K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.91K- 7.54% |
$354K - $388K
|
47.9K
$5.62M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.97K- 3.63% |
$359K - $394K
|
105K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.98K- 14.48% |
$361K - $395K
|
23.5K
$2.75M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.09K- 5.72% |
$371K - $407K
|
67.5K
$7.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.17K- 5.37% |
$378K - $415K
|
73.5K
$8.61M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-4.17K- 3.42% |
$378K - $415K
|
118K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.22K- 26.24% |
$382K - $419K
|
11.9K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.22K- 41.31% |
$383K - $419K
|
6K
$702K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.27K- 20.76% |
$387K - $425K
|
16.3K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-4.28K- 8.68% |
$388K - $426K
|
45K
$5.28M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.29K- 14.92% |
$389K - $427K
|
24.5K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.32K- 6.29% |
$391K - $429K
|
64.3K
$7.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.61K- 20.48% |
$418K - $458K
|
17.9K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.71K- 3.99% |
$427K - $468K
|
113K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.71K- 3.45% |
$427K - $468K
|
132K
$15.5M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.72K- 2.45% |
$428K - $469K
|
188K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.78K- 8.45% |
$433K - $475K
|
51.8K
$6.06M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.78K- 8.45% |
$433K - $475K
|
51.8K
$6.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-4.82K- 27.1% |
$437K - $479K
|
13K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-4.9K- 27.75% |
$444K - $487K
|
12.8K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.04K- 8.18% |
$456K - $500K
|
56.5K
$6.62M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.05K- 14.49% |
$458K - $502K
|
29.8K
$3.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.09K- 7.28% |
$461K - $506K
|
64.8K
$7.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5.09K- 38.84% |
$462K - $506K
|
8.02K
$940K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.15K- 4.56% |
$467K - $512K
|
108K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-5.25K- 27.28% |
$476K - $522K
|
14K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-5.36K- 1.6% |
$486K - $533K
|
330K
$38.6M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.43K- 29.62% |
$492K - $539K
|
12.9K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-5.45K- 34.07% |
$494K - $542K
|
10.6K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-5.49K- 26.02% |
$498K - $546K
|
15.6K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-5.5K- 30.6% |
$499K - $547K
|
12.5K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.58K- 52.44% |
$506K - $554K
|
5.06K
$593K
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.78K- 3.58% |
$524K - $575K
|
156K
$18.2M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-5.86K- 65.33% |
$531K - $582K
|
3.11K
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.9K- 13.18% |
$535K - $586K
|
38.9K
$4.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6.29K- 77.76% |
$570K - $625K
|
1.8K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-6.43K- 2.85% |
$582K - $639K
|
219K
$25.6M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-6.66K- 50.0% |
$604K - $662K
|
6.66K
$781K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.06K- 7.69% |
$640K - $701K
|
84.7K
$9.93M
|