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 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.46K+ 1.52% |
$313K - $344K
|
230K
$24.8M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.44KNew |
$311K - $341K
|
3.44K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.43KNew |
$311K - $341K
|
3.43K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.4K+ 12.85% |
$308K - $337K
|
29.8K
$3.21M
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
3.36KNew |
$305K - $334K
|
3.36K
$362K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.25KNew |
$294K - $323K
|
3.25K
$350K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 64.39% |
$291K - $319K
|
8.19K
$882K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.15K+ 90.94% |
$286K - $313K
|
6.61K
$713K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.13KNew |
$283K - $311K
|
3.13K
$337K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.13K+ 3.86% |
$283K - $311K
|
84.1K
$9.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.12K+ 118.5% |
$283K - $310K
|
5.75K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.07K+ 34.57% |
$279K - $306K
|
12K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.06K+ 8.01% |
$277K - $304K
|
41.2K
$4.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.05KNew |
$277K - $303K
|
3.05K
$329K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.04K+ 8.14% |
$276K - $302K
|
40.4K
$4.36M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.03K+ 13.04% |
$275K - $301K
|
26.3K
$2.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.03K+ 9.67% |
$275K - $301K
|
34.4K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
3.02KNew |
$274K - $300K
|
3.02K
$326K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.97K+ 16.75% |
$269K - $295K
|
20.7K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.97K+ 19.22% |
$269K - $295K
|
18.4K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.93K+ 2.26% |
$266K - $291K
|
133K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.85K+ 1.09% |
$258K - $283K
|
265K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
2.85KNew |
$258K - $283K
|
2.85K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.84KNew |
$258K - $282K
|
2.84K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2.8K+ 31.78% |
$254K - $279K
|
11.6K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.75K+ 14.75% |
$249K - $273K
|
21.4K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.75K+ 3.19% |
$249K - $273K
|
88.7K
$9.56M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.74KNew |
$249K - $273K
|
2.74K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.74K+ 12.49% |
$248K - $272K
|
24.7K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.74K+ 2.18% |
$248K - $272K
|
128K
$13.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.73KNew |
$248K - $271K
|
2.73K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.72K+ 28.21% |
$247K - $271K
|
12.4K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.68KNew |
$243K - $266K
|
2.68K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.67KNew |
$242K - $266K
|
2.67K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.67KNew |
$242K - $265K
|
2.67K
$287K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.66K+ 6.96% |
$241K - $264K
|
40.9K
$4.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.65KNew |
$240K - $263K
|
2.65K
$286K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.64KNew |
$239K - $262K
|
2.64K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.63K+ 9.88% |
$238K - $261K
|
29.3K
$3.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.63KNew |
$238K - $261K
|
2.63K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.61KNew |
$237K - $260K
|
2.61K
$281K
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.6K+ 3.71% |
$236K - $258K
|
72.7K
$7.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.6KNew |
$236K - $258K
|
2.6K
$280K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.6KNew |
$236K - $258K
|
2.6K
$280K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.6K+ 2.16% |
$235K - $258K
|
123K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.58K+ 29.0% |
$234K - $257K
|
11.5K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.57K+ 17.43% |
$233K - $256K
|
17.3K
$1.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.56K+ 3.93% |
$232K - $254K
|
67.6K
$7.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.55K+ 16.79% |
$231K - $254K
|
17.8K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$231K - $253K
|
2.55K
$275K
|