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 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.4KNew |
$1.3M - $1.43M
|
14.4K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
14.2K+ 11.77% |
$1.29M - $1.41M
|
135K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.2KNew |
$1.28M - $1.41M
|
14.2K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.9K+ 0.35% |
$1.26M - $1.38M
|
3.97M
$428M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
13.8K+ 215.22% |
$1.25M - $1.37M
|
20.2K
$2.18M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
13.7K+ 906.81% |
$1.24M - $1.36M
|
15.2K
$1.64M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
13.6KNew |
$1.23M - $1.35M
|
13.6K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 15.45% |
$1.23M - $1.35M
|
101K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 3.18% |
$1.22M - $1.33M
|
435K
$46.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
13.1KNew |
$1.19M - $1.3M
|
13.1K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
13K+ 5.77% |
$1.18M - $1.29M
|
238K
$25.6M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12.9K+ 2.09% |
$1.17M - $1.28M
|
628K
$67.7M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12.4K+ 58.43% |
$1.13M - $1.23M
|
33.7K
$3.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.4KNew |
$1.12M - $1.23M
|
12.4K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.9K+ 105.23% |
$1.08M - $1.18M
|
23.2K
$2.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.9KNew |
$1.08M - $1.18M
|
11.9K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
11.7K+ 176.22% |
$1.06M - $1.17M
|
18.4K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
11.5K+ 16.29% |
$1.05M - $1.15M
|
82.4K
$8.88M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
11.5K+ 10.31% |
$1.04M - $1.14M
|
123K
$13.3M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
11.1K+ 22.76% |
$1.01M - $1.11M
|
60K
$6.47M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1K+ 4.58% |
$1.01M - $1.1M
|
254K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
11.1KNew |
$1.01M - $1.1M
|
11.1K
$1.2M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
11.1K+ 519.7% |
$1M - $1.1M
|
13.2K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
11K+ 2.66% |
$996K - $1.09M
|
424K
$45.7M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.5K+ 3.7% |
$955K - $1.05M
|
295K
$31.8M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
10.1K+ 0.65% |
$917K - $1.01M
|
1.58M
$170M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.1K+ 39.36% |
$914K - $1M
|
35.7K
$3.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
10K+ 18.69% |
$907K - $995K
|
63.6K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
10K+ 39.86% |
$907K - $995K
|
35.1K
$3.78M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.92K+ 57.81% |
$899K - $986K
|
27.1K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
9.79KNew |
$888K - $973K
|
9.79K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
9.66K+ 4.81% |
$875K - $960K
|
211K
$22.7M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.47K+ 68.43% |
$858K - $941K
|
23.3K
$2.51M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
9.44KNew |
$856K - $939K
|
9.44K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.33K+ 9.38% |
$846K - $928K
|
109K
$11.7M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.29K+ 43.15% |
$842K - $924K
|
30.8K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
9.04K+ 118.77% |
$820K - $899K
|
16.7K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
BUY
|
- |
8.97KNew |
$813K - $891K
|
8.97K
$966K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.85K+ 4.58% |
$802K - $879K
|
202K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
8.49K+ 32.6% |
$769K - $843K
|
34.5K
$3.72M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.43K+ 38.73% |
$764K - $838K
|
30.2K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.41K+ 25.41% |
$762K - $836K
|
41.5K
$4.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
8.36KNew |
$757K - $830K
|
8.36K
$901K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.27K+ 75.64% |
$750K - $822K
|
19.2K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.24K+ 44.56% |
$747K - $819K
|
26.7K
$2.88M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
8.11KNew |
$735K - $806K
|
8.11K
$874K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.02K+ 34.91% |
$727K - $797K
|
31K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.86K+ 85.86% |
$712K - $781K
|
17K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.71K+ 1.97% |
$699K - $766K
|
399K
$43.1M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
7.5KNew |
$680K - $745K
|
7.5K
$808K
|