Purchases and Sales Made in Q1 2024 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

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 15, 2024 Q1 2024
Inspire Trust Co, N.A.

Reno, NV
BUY
 -
5K
New
$453K - $497K
5K $539K
May 15, 2024 Q1 2024
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
4.98K
New
$451K - $495K
4.98K $537K
May 14, 2024 Q1 2024
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
4.96K
+ 5.66%
$450K - $493K
92.7K $9.99M
Aug 22, 2024 Q1 2024
Fiera Capital Corp

Montreal, A8
BUY
 -
4.86K
New
$441K - $483K
4.86K $524K
May 09, 2024 Q1 2024
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
4.84K
New
$439K - $481K
4.84K $522K
May 02, 2024 Q1 2024
Financial Counselors Inc

BUY
 -
4.84K
+ 3.03%
$439K - $481K
164K $17.7M
May 02, 2024 Q1 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
4.78K
+ 23.04%
$433K - $475K
25.5K $2.75M
Apr 19, 2024 Q1 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
4.77K
New
$432K - $474K
4.77K $514K
Apr 15, 2024 Q1 2024
First Citizens Bank & Trust CO

BUY
 -
4.75K
+ 6.38%
$431K - $472K
79.2K $8.53M
May 15, 2024 Q1 2024
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
4.75K
New
$431K - $472K
4.75K $512K
Apr 17, 2024 Q1 2024
New Mexico Educational Retirement Board

BUY
 -
4.7K
+ 11.73%
$426K - $467K
44.8K $4.82M
May 06, 2024 Q1 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.59K
+ 5.58%
$416K - $456K
86.9K $9.37M
May 02, 2024 Q1 2024
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
4.58K
New
$415K - $456K
4.58K $494K
May 15, 2024 Q1 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
4.57K
New
$414K - $454K
4.57K $493K
May 01, 2024 Q1 2024
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
4.5K
+ 29.51%
$408K - $447K
19.8K $2.13M
Apr 26, 2024 Q1 2024
Horizon Financial Services, LLC

BUY
 -
4.49K
+ 124.53%
$407K - $446K
8.09K $872K
Jul 18, 2024 Q1 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
4.42K
New
$401K - $440K
4.42K $477K
May 15, 2024 Q1 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
4.35K
+ 51.82%
$394K - $432K
12.7K $1.37M
May 13, 2024 Q1 2024
Bollard Group LLC

Boston, MA
BUY
 -
4.34K
+ 1.83%
$393K - $431K
241K $26M
May 07, 2024 Q1 2024
Arizona State Retirement System

BUY
 -
4.34K
+ 2.0%
$393K - $431K
221K $23.8M
May 03, 2024 Q1 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
4.28K
New
$388K - $425K
4.28K $461K
May 08, 2024 Q1 2024
Advisor Os, LLC

BUY
 -
4.25K
+ 82.36%
$386K - $423K
9.42K $1.01M
Apr 17, 2024 Q1 2024
First Bank & Trust

BUY
 -
4.19K
+ 10.08%
$379K - $416K
45.7K $4.93M
May 15, 2024 Q1 2024
Walleye Trading LLC

Plymouth, MN
BUY
 -
4.16K
New
$377K - $413K
4.16K $448K
May 14, 2024 Q1 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.1K
+ 26.48%
$372K - $408K
19.6K $2.11M
May 15, 2024 Q1 2024
First National Advisers, LLC

Omaha, NE
BUY
 -
4.07K
+ 82.84%
$369K - $405K
8.99K $969K
Aug 09, 2024 Q1 2024
Grey Street Capital, LLC

Chicago, IL
BUY
 -
4.05K
New
$367K - $403K
4.05K $437K
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
4.02K
+ 33.34%
$365K - $400K
16.1K $1.73M
May 03, 2024 Q1 2024
Ria Advisory Group LLC

Ames, IA
BUY
 -
3.99K
New
$362K - $397K
3.99K $430K
Apr 29, 2024 Q1 2024
Joel Isaacson & Co., LLC

BUY
 -
3.93K
New
$356K - $391K
3.93K $424K
May 07, 2024 Q1 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
3.92K
+ 9.71%
$355K - $389K
44.2K $4.77M
Apr 15, 2024 Q1 2024
Allen Capital Group, LLC

BUY
 -
3.91K
+ 71.43%
$354K - $388K
9.38K $1.01M
May 15, 2024 Q1 2024
New England Asset Management Inc

Farmington, CT
BUY
 -
3.85K
+ 5.29%
$349K - $382K
76.5K $8.25M
May 01, 2024 Q1 2024
Janney Montgomery Scott LLC

BUY
 -
3.84K
+ 0.61%
$348K - $381K
628K $67.7M
May 13, 2024 Q1 2024
Gratus Capital LLC

BUY
 -
3.81K
+ 2.61%
$345K - $379K
150K $16.1M
Apr 11, 2024 Q1 2024
Cooper Financial Group

BUY
 -
3.8K
+ 55.93%
$345K - $378K
10.6K $1.14M
May 14, 2024 Q1 2024
Kkm Financial LLC

Chicago, IL
BUY
 -
3.8K
+ 23.47%
$344K - $378K
20K $2.15M
Apr 12, 2024 Q1 2024
Strategic Planning Group, LLC

Bountiful, UT
BUY
 -
3.8K
+ 16.54%
$344K - $377K
26.7K $2.88M
Apr 24, 2024 Q1 2024
Dakota Wealth Management

BUY
 -
3.77K
+ 20.99%
$342K - $375K
21.7K $2.34M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
3.74K
New
$339K - $371K
3.74K $403K
Apr 30, 2024 Q1 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
3.73K
New
$338K - $371K
3.73K $402K
May 15, 2024 Q1 2024
Engineers Gate Manager LP

New York, NY
BUY
 -
3.72K
New
$337K - $370K
3.72K $401K
May 07, 2024 Q1 2024
Reynders Mc Veigh Capital Management, LLC

BUY
 -
3.72K
New
$337K - $370K
3.72K $401K
Apr 26, 2024 Q1 2024
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
3.71K
New
$337K - $369K
3.71K $400K
May 13, 2024 Q1 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.69K
+ 244.57%
$335K - $367K
5.2K $561K
May 13, 2024 Q1 2024
Mqs Management LLC

BUY
 -
3.65K
New
$331K - $362K
3.65K $393K
May 14, 2024 Q1 2024
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
3.59K
+ 4.05%
$326K - $357K
92.3K $9.95M
May 10, 2024 Q1 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
3.52K
+ 49.29%
$319K - $350K
10.7K $1.15M
May 03, 2024 Q1 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
3.51K
+ 107.97%
$318K - $349K
6.76K $728K

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