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 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-4.17K- 3.42% |
$378K - $415K
|
118K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.22K- 26.24% |
$382K - $419K
|
11.9K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.22K- 41.31% |
$383K - $419K
|
6K
$640K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.27K- 20.76% |
$387K - $425K
|
16.3K
$1.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-4.28K- 8.68% |
$388K - $426K
|
45K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.29K- 14.92% |
$389K - $427K
|
24.5K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.32K- 6.29% |
$391K - $429K
|
64.3K
$6.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.61K- 20.48% |
$418K - $458K
|
17.9K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.71K- 3.99% |
$427K - $468K
|
113K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.71K- 3.45% |
$427K - $468K
|
132K
$14.1M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.72K- 2.45% |
$428K - $469K
|
188K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.78K- 8.45% |
$433K - $475K
|
51.8K
$5.53M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.78K- 8.45% |
$433K - $475K
|
51.8K
$5.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-4.82K- 27.1% |
$437K - $479K
|
13K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-4.9K- 27.75% |
$444K - $487K
|
12.8K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.04K- 8.18% |
$456K - $500K
|
56.5K
$6.03M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.05K- 14.49% |
$458K - $502K
|
29.8K
$3.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.09K- 7.28% |
$461K - $506K
|
64.8K
$6.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-5.09K- 38.84% |
$462K - $506K
|
8.02K
$857K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.15K- 4.56% |
$467K - $512K
|
108K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-5.25K- 27.28% |
$476K - $522K
|
14K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-5.36K- 1.6% |
$486K - $533K
|
330K
$35.2M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.43K- 29.62% |
$492K - $539K
|
12.9K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-5.45K- 34.07% |
$494K - $542K
|
10.6K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-5.49K- 26.02% |
$498K - $546K
|
15.6K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-5.5K- 30.6% |
$499K - $547K
|
12.5K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.58K- 52.44% |
$506K - $554K
|
5.06K
$540K
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.78K- 3.58% |
$524K - $575K
|
156K
$16.6M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-5.86K- 65.33% |
$531K - $582K
|
3.11K
$332K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.9K- 13.18% |
$535K - $586K
|
38.9K
$4.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6.29K- 77.76% |
$570K - $625K
|
1.8K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-6.43K- 2.85% |
$582K - $639K
|
219K
$23.4M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-6.66K- 50.0% |
$604K - $662K
|
6.66K
$712K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.06K- 7.69% |
$640K - $701K
|
84.7K
$9.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.22K- 42.8% |
$654K - $717K
|
9.65K
$1.03M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.3K- 11.06% |
$661K - $725K
|
58.7K
$6.26M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-7.32K- 31.03% |
$663K - $727K
|
16.3K
$1.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-7.35K- 26.2% |
$666K - $730K
|
20.7K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7.45K- 1.15% |
$676K - $741K
|
644K
$68.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.46K- 1.41% |
$677K - $742K
|
522K
$55.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.55K- 8.91% |
$685K - $751K
|
77.3K
$8.25M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7.64K- 90.3% |
$693K - $760K
|
821
$87.7K
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.71K- 9.42% |
$699K - $767K
|
74.2K
$7.92M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.84K- 19.09% |
$711K - $779K
|
33.2K
$3.55M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.04K- 9.11% |
$729K - $799K
|
80.2K
$8.56M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-8.04K- 36.61% |
$729K - $799K
|
13.9K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-8.48K- 79.09% |
$769K - $843K
|
2.24K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-8.74K- 33.7% |
$792K - $869K
|
17.2K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-9.1K- 2.57% |
$825K - $904K
|
346K
$36.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.29K- 1.66% |
$842K - $923K
|
549K
$58.6M
|