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 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.85K+ 15.79% |
$168K - $184K
|
13.6K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.85K+ 10.29% |
$168K - $184K
|
19.9K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.84KNew |
$167K - $183K
|
1.84K
$198K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.84K+ 9.98% |
$167K - $183K
|
20.2K
$2.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.83K+ 12.44% |
$166K - $182K
|
16.6K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.83K+ 21.15% |
$166K - $182K
|
10.5K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.8K+ 2.4% |
$163K - $179K
|
76.6K
$8.25M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
1.79K+ 11.95% |
$162K - $178K
|
16.7K
$1.8M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.77K+ 31.84% |
$160K - $176K
|
7.32K
$789K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.76KNew |
$159K - $175K
|
1.76K
$189K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.73K+ 21.92% |
$157K - $172K
|
9.61K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.71K+ 30.91% |
$155K - $170K
|
7.26K
$782K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.71KNew |
$155K - $170K
|
1.71K
$184K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.71K+ 7.9% |
$155K - $170K
|
23.3K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.71K+ 2.14% |
$155K - $170K
|
81.3K
$8.77M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.7K+ 78.16% |
$154K - $169K
|
3.88K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.7K+ 8.73% |
$154K - $169K
|
21.2K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
1.69K+ 7.65% |
$154K - $168K
|
23.9K
$2.57M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.68K+ 1.56% |
$153K - $167K
|
109K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.68K+ 5.53% |
$152K - $167K
|
32.1K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.67K+ 5.02% |
$151K - $166K
|
34.9K
$3.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.66K+ 8.56% |
$150K - $165K
|
21K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.64K+ 2.04% |
$149K - $163K
|
81.9K
$8.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.64K+ 23.78% |
$148K - $163K
|
8.52K
$918K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.64K+ 15.9% |
$148K - $163K
|
11.9K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.63K+ 7.84% |
$148K - $162K
|
22.4K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.56K+ 6.88% |
$142K - $155K
|
24.3K
$2.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.56K+ 72.61% |
$141K - $155K
|
3.7K
$399K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.55K+ 33.69% |
$141K - $154K
|
6.16K
$664K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.54K+ 21.61% |
$140K - $153K
|
8.68K
$936K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.54K+ 4.9% |
$140K - $153K
|
33K
$3.56M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.54K+ 70.06% |
$140K - $153K
|
3.74K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.54K+ 4.33% |
$139K - $153K
|
37K
$3.99M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.53K+ 2.55% |
$138K - $152K
|
61.3K
$6.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.49K+ 15.78% |
$135K - $148K
|
10.9K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.49K+ 7.47% |
$135K - $148K
|
21.4K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.45K+ 63.26% |
$131K - $144K
|
3.74K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.45K+ 8.41% |
$131K - $144K
|
18.7K
$2.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.44K+ 11.56% |
$131K - $143K
|
13.9K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.42K+ 1.64% |
$128K - $141K
|
87.9K
$9.47M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.41K+ 17.84% |
$128K - $140K
|
9.3K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.4K+ 10.53% |
$127K - $140K
|
14.7K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.38K+ 25.78% |
$125K - $137K
|
6.73K
$725K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.37K+ 4.99% |
$124K - $136K
|
28.9K
$3.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.36K+ 0.45% |
$123K - $135K
|
300K
$32.4M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.32K+ 29.21% |
$120K - $131K
|
5.85K
$630K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.32K+ 8.44% |
$120K - $131K
|
17K
$1.83M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.32K+ 3.67% |
$120K - $131K
|
37.3K
$4.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.31K+ 31.64% |
$119K - $130K
|
5.45K
$587K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
1.3K+ 18.49% |
$118K - $130K
|
8.35K
$900K
|