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 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.58K+ 29.0% |
$234K - $257K
|
11.5K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.57K+ 17.43% |
$233K - $256K
|
17.3K
$2.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.56K+ 3.93% |
$232K - $254K
|
67.6K
$7.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.55K+ 16.79% |
$231K - $254K
|
17.8K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$231K - $253K
|
2.55K
$299K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.53KNew |
$230K - $252K
|
2.53K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.52KNew |
$229K - $251K
|
2.52K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.51K+ 65.05% |
$228K - $250K
|
6.38K
$748K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.49K+ 24.04% |
$225K - $247K
|
12.8K
$1.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.49K+ 2.25% |
$225K - $247K
|
113K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.48KNew |
$225K - $247K
|
2.48K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.47KNew |
$224K - $246K
|
2.47K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.47KNew |
$224K - $245K
|
2.47K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.44KNew |
$221K - $243K
|
2.44K
$286K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.43KNew |
$220K - $241K
|
2.43K
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.38K+ 55.37% |
$216K - $237K
|
6.68K
$783K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
2.37K+ 41.34% |
$215K - $235K
|
8.09K
$949K
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.35KNew |
$213K - $234K
|
2.35K
$276K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.35K+ 0.69% |
$213K - $234K
|
345K
$40.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2.35K+ 2.7% |
$213K - $233K
|
89.2K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.33K+ 31.82% |
$211K - $232K
|
9.66K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.32K+ 16.81% |
$211K - $231K
|
16.1K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.32K+ 107.1% |
$211K - $231K
|
4.49K
$527K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.32K+ 22.9% |
$210K - $230K
|
12.4K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
2.31KNew |
$209K - $230K
|
2.31K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$209K - $229K
|
2.3K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.3K+ 8.14% |
$208K - $228K
|
30.5K
$3.58M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.28K+ 16.61% |
$207K - $226K
|
16K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.26KNew |
$205K - $225K
|
2.26K
$265K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.25K+ 0.88% |
$204K - $224K
|
258K
$30.3M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.23KNew |
$202K - $222K
|
2.23K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.23KNew |
$202K - $222K
|
2.23K
$262K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.2K+ 3.15% |
$199K - $218K
|
71.9K
$8.43M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.2K+ 17.18% |
$199K - $218K
|
15K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.18KNew |
$198K - $217K
|
2.18K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.17KNew |
$197K - $216K
|
2.17K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.16K+ 4.16% |
$196K - $215K
|
54.1K
$6.35M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.16K+ 3.77% |
$195K - $214K
|
59.3K
$6.95M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.15KNew |
$195K - $214K
|
2.15K
$252K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2.13K+ 4.04% |
$193K - $212K
|
54.9K
$6.43M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.12K+ 29.15% |
$192K - $211K
|
9.39K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
2.11K+ 3.19% |
$191K - $209K
|
68.2K
$8M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.11KNew |
$191K - $209K
|
2.11K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.1KNew |
$191K - $209K
|
2.1K
$247K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.07K+ 8.01% |
$187K - $206K
|
27.9K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.04K+ 180.6% |
$185K - $203K
|
3.17K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 6.02% |
$182K - $200K
|
35.4K
$4.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
2.01K+ 8.77% |
$182K - $199K
|
24.9K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99K+ 17.88% |
$180K - $197K
|
13.1K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.98K+ 4.53% |
$179K - $197K
|
45.7K
$5.36M
|