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 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.22K- 42.8% |
$654K - $717K
|
9.65K
$1.13M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.3K- 11.06% |
$661K - $725K
|
58.7K
$6.87M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-7.32K- 31.03% |
$663K - $727K
|
16.3K
$1.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-7.35K- 26.2% |
$666K - $730K
|
20.7K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7.45K- 1.15% |
$676K - $741K
|
644K
$75.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.46K- 1.41% |
$677K - $742K
|
522K
$61.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.55K- 8.91% |
$685K - $751K
|
77.3K
$9.05M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7.64K- 90.3% |
$693K - $760K
|
821
$96.2K
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.71K- 9.42% |
$699K - $767K
|
74.2K
$8.69M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.84K- 19.09% |
$711K - $779K
|
33.2K
$3.9M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.04K- 9.11% |
$729K - $799K
|
80.2K
$9.39M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-8.04K- 36.61% |
$729K - $799K
|
13.9K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-8.48K- 79.09% |
$769K - $843K
|
2.24K
$263K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-8.74K- 33.7% |
$792K - $869K
|
17.2K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-9.1K- 2.57% |
$825K - $904K
|
346K
$40.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.29K- 1.66% |
$842K - $923K
|
549K
$64.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-10.2K- 62.21% |
$923K - $1.01M
|
6.18K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-10.4K- 90.18% |
$940K - $1.03M
|
1.13K
$132K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.9K- 2.59% |
$986K - $1.08M
|
409K
$47.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-11K- 3.71% |
$995K - $1.09M
|
285K
$33.4M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-11.6K- 6.07% |
$1.05M - $1.15M
|
180K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-11.6K- 27.42% |
$1.05M - $1.16M
|
30.8K
$3.61M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.7K- 15.62% |
$1.06M - $1.16M
|
63.2K
$7.41M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-12.3K- 8.59% |
$1.11M - $1.22M
|
131K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.7KClosed |
$1.15M - $1.27M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-12.9K- 2.84% |
$1.17M - $1.29M
|
442K
$51.8M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-13.8K- 29.99% |
$1.25M - $1.37M
|
32.3K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-14K- 0.48% |
$1.27M - $1.39M
|
2.92M
$342M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-14.7K- 1.59% |
$1.33M - $1.46M
|
909K
$107M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15.5K- 18.1% |
$1.4M - $1.54M
|
70K
$8.2M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16K- 2.78% |
$1.45M - $1.59M
|
560K
$65.6M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-16K- 5.85% |
$1.45M - $1.59M
|
257K
$30.1M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.3K- 4.74% |
$1.48M - $1.62M
|
328K
$38.4M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-16.6K- 19.87% |
$1.51M - $1.65M
|
67K
$7.85M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-19.4K- 2.56% |
$1.76M - $1.93M
|
739K
$86.6M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-19.9K- 51.03% |
$1.8M - $1.98M
|
19.1K
$2.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.1K- 6.62% |
$1.83M - $2M
|
284K
$33.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-20.5K- 17.41% |
$1.86M - $2.04M
|
97.2K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-21.3K- 11.83% |
$1.93M - $2.11M
|
159K
$18.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-21.5K- 2.16% |
$1.95M - $2.14M
|
973K
$114M
|
|
|
Aug 01, 2024
Q1 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-21.5K- 2.16% |
$1.95M - $2.14M
|
973K
$114M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-22K- 73.03% |
$1.99M - $2.18M
|
8.12K
$951K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-22K- 28.14% |
$2M - $2.19M
|
56.2K
$6.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-22.1K- 1.13% |
$2M - $2.2M
|
1.94M
$227M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-23.6K- 6.03% |
$2.14M - $2.35M
|
368K
$43.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-24.9K- 77.91% |
$2.26M - $2.48M
|
7.06K
$828K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 84.1% |
$2.3M - $2.52M
|
4.8K
$562K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-27.3K- 14.68% |
$2.48M - $2.72M
|
159K
$18.6M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-28.1K- 2.69% |
$2.54M - $2.79M
|
1.02M
$119M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-29K- 19.54% |
$2.63M - $2.88M
|
119K
$14M
|