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 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
7.46K+ 94.72% |
$677K - $742K
|
15.3K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.41K+ 0.47% |
$671K - $736K
|
1.57M
$169M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.35K+ 8.74% |
$667K - $731K
|
91.5K
$9.86M
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
7.28K+ 83.75% |
$660K - $723K
|
16K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.18K+ 14.36% |
$651K - $714K
|
57.2K
$6.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
7.01K+ 60.24% |
$635K - $697K
|
18.6K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.01K+ 18.5% |
$635K - $696K
|
44.9K
$4.84M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.97K+ 3.2% |
$632K - $693K
|
225K
$24.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
6.88KNew |
$624K - $684K
|
6.88K
$742K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.82K+ 10.06% |
$619K - $678K
|
74.7K
$8.05M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.81K+ 7.06% |
$618K - $677K
|
103K
$11.1M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.72K+ 9.66% |
$609K - $668K
|
76.3K
$8.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.67K+ 124.32% |
$605K - $663K
|
12K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.67K+ 12.69% |
$605K - $663K
|
59.2K
$6.38M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.66K+ 13.39% |
$603K - $662K
|
56.4K
$6.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6.66K+ 11.0% |
$603K - $661K
|
67.1K
$7.24M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.56K+ 168.86% |
$594K - $652K
|
10.4K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.53KNew |
$592K - $649K
|
6.53K
$703K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.49K+ 87.76% |
$588K - $645K
|
13.9K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
6.47K+ 71.6% |
$587K - $643K
|
15.5K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.44K+ 20.24% |
$584K - $640K
|
38.3K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.35KNew |
$575K - $631K
|
6.35K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.31K+ 0.64% |
$572K - $627K
|
991K
$107M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
6.25K+ 3.26% |
$567K - $622K
|
198K
$21.4M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.12KNew |
$555K - $608K
|
6.12K
$660K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
6.01K+ 6.09% |
$545K - $597K
|
105K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.85KNew |
$530K - $581K
|
5.85K
$630K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.82K+ 21.61% |
$527K - $578K
|
32.7K
$3.53M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
5.8K+ 20.87% |
$525K - $576K
|
33.6K
$3.62M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
5.78K+ 9.6% |
$524K - $574K
|
65.9K
$7.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.73KNew |
$520K - $570K
|
5.73K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.72K+ 87.66% |
$519K - $569K
|
12.2K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.7K+ 38.73% |
$517K - $567K
|
20.4K
$2.2M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.7KNew |
$516K - $566K
|
5.7K
$614K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.64K+ 229.67% |
$512K - $561K
|
8.1K
$873K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.58KNew |
$506K - $555K
|
5.58K
$602K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.56K+ 109.5% |
$504K - $552K
|
10.6K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
5.5K+ 2.09% |
$499K - $547K
|
269K
$29M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.48K+ 2.9% |
$497K - $544K
|
194K
$20.9M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.45KNew |
$494K - $542K
|
5.45K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.44K+ 6.03% |
$493K - $541K
|
95.7K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.43K+ 2.33% |
$492K - $540K
|
239K
$25.7M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.37KNew |
$487K - $534K
|
5.37K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.36K+ 81.72% |
$486K - $532K
|
11.9K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.26K+ 3.38% |
$477K - $523K
|
161K
$17.4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.25K+ 85.82% |
$476K - $522K
|
11.4K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.18KNew |
$469K - $514K
|
5.18K
$558K
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
5.12KNew |
$464K - $508K
|
5.12K
$551K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.08K+ 5.81% |
$461K - $505K
|
92.6K
$9.98M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.08K+ 70.7% |
$460K - $505K
|
12.3K
$1.32M
|