Purchases and Sales Made in Q4 2024 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
174+ 0.51% |
$18.4K - $21K
|
34.3K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
173+ 9.16% |
$18.3K - $20.9K
|
2.06K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
171+ 1.41% |
$18.1K - $20.6K
|
12.3K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
169+ 3.84% |
$17.9K - $20.4K
|
4.57K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
162+ 5.88% |
$17.1K - $19.6K
|
2.92K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
161+ 4.44% |
$17K - $19.4K
|
3.79K
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
161+ 1.64% |
$17K - $19.4K
|
10K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
156+ 2.69% |
$16.5K - $18.8K
|
5.95K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
155+ 4.01% |
$16.4K - $18.7K
|
4.02K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
151+ 1.52% |
$16K - $18.2K
|
10.1K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
150+ 0.75% |
$15.9K - $18.1K
|
20K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
150+ 55.35% |
$15.9K - $18.1K
|
421
$48.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
146+ 4.31% |
$15.4K - $17.6K
|
3.53K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
144+ 1.46% |
$15.2K - $17.4K
|
10K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
144+ 0.42% |
$15.2K - $17.4K
|
34.3K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
140+ 1.12% |
$14.8K - $16.9K
|
12.7K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
138+ 2.79% |
$14.6K - $16.7K
|
5.08K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
138+ 7.35% |
$14.6K - $16.7K
|
2.02K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
136+ 2.33% |
$14.4K - $16.4K
|
5.98K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
136+ 2.89% |
$14.4K - $16.4K
|
4.85K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
135+ 3.07% |
$14.3K - $16.3K
|
4.53K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
135+ 2.89% |
$14.3K - $16.3K
|
4.81K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134+ 0.87% |
$14.2K - $16.2K
|
15.6K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
133+ 2.65% |
$14.1K - $16.1K
|
5.15K
$592K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
132+ 1.66% |
$14K - $15.9K
|
8.07K
$928K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
132+ 4.84% |
$14K - $15.9K
|
2.86K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
130+ 3.12% |
$13.7K - $15.7K
|
4.29K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
129+ 2.82% |
$13.6K - $15.6K
|
4.71K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
129+ 0.84% |
$13.6K - $15.6K
|
15.5K
$1.79M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
128+ 0.79% |
$13.5K - $15.5K
|
16.3K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
126+ 4.13% |
$13.3K - $15.2K
|
3.18K
$366K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
125+ 0.77% |
$13.2K - $15.1K
|
16.3K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
124+ 3.47% |
$13.1K - $15K
|
3.69K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
124+ 2.8% |
$13.1K - $15K
|
4.55K
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
119+ 5.06% |
$12.6K - $14.4K
|
2.47K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
118+ 6.49% |
$12.5K - $14.2K
|
1.94K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
115+ 1.42% |
$12.2K - $13.9K
|
8.2K
$942K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
111+ 6.08% |
$11.7K - $13.4K
|
1.94K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
111+ 3.23% |
$11.7K - $13.4K
|
3.55K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
111+ 0.91% |
$11.7K - $13.4K
|
12.3K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.26% |
$11.6K - $13.3K
|
8.85K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
110+ 4.55% |
$11.6K - $13.3K
|
2.53K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
110+ 3.56% |
$11.6K - $13.3K
|
3.2K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
106+ 2.14% |
$11.2K - $12.8K
|
5.06K
$582K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
106+ 1.8% |
$11.2K - $12.8K
|
6.01K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
106+ 7.81% |
$11.2K - $12.8K
|
1.46K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
105+ 1.48% |
$11.1K - $12.7K
|
7.22K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
104New |
$11K - $12.6K
|
104
$12K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
102+ 4.11% |
$10.8K - $12.3K
|
2.58K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
101+ 1.97% |
$10.7K - $12.2K
|
5.24K
$603K
|