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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 1.02% |
$201K - $230K
|
188K
$22M
|
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.9KNew |
$201K - $229K
|
1.9K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.9K+ 22.3% |
$201K - $229K
|
10.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.89K+ 5.39% |
$200K - $229K
|
37K
$4.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.89KNew |
$200K - $228K
|
1.89K
$222K
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.88KNew |
$199K - $227K
|
1.88K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.87KNew |
$198K - $226K
|
1.87K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.87KNew |
$198K - $226K
|
1.87K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.86K+ 58.18% |
$197K - $225K
|
5.06K
$593K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.86K+ 7.6% |
$197K - $224K
|
26.3K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.86KNew |
$196K - $224K
|
1.86K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.85K+ 100.0% |
$196K - $223K
|
3.7K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.85K+ 24.94% |
$196K - $223K
|
9.26K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.83K+ 15.19% |
$193K - $221K
|
13.8K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.81K+ 7.7% |
$192K - $219K
|
25.4K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.81K+ 3.66% |
$191K - $218K
|
51.3K
$6.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.78KNew |
$188K - $215K
|
1.78K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.78K+ 50.37% |
$188K - $215K
|
5.32K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.77KNew |
$187K - $214K
|
1.77K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.75KNew |
$185K - $211K
|
1.75K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.75K+ 28.06% |
$185K - $211K
|
7.98K
$935K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.75K+ 56.14% |
$185K - $211K
|
4.86K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.74KNew |
$184K - $211K
|
1.74K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.74K+ 2.02% |
$184K - $210K
|
88.1K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.73K+ 0.13% |
$183K - $209K
|
1.36M
$159M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.72K+ 17.43% |
$182K - $207K
|
11.6K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 15.26% |
$179K - $204K
|
12.8K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.68K+ 2.53% |
$178K - $203K
|
68K
$7.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.67KNew |
$176K - $201K
|
1.67K
$195K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.66K+ 22.89% |
$176K - $200K
|
8.91K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.66K+ 13.86% |
$175K - $200K
|
13.6K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.65K+ 55.65% |
$175K - $199K
|
4.62K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.64K+ 61.52% |
$174K - $198K
|
4.31K
$505K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 9.6% |
$173K - $198K
|
18.7K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.64KNew |
$173K - $198K
|
1.64K
$192K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.63K+ 11.74% |
$172K - $197K
|
15.5K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.62K+ 485.93% |
$172K - $196K
|
1.96K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.62K+ 2.84% |
$171K - $196K
|
58.6K
$6.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.62K+ 1.74% |
$171K - $196K
|
94.6K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.62K+ 10.01% |
$171K - $196K
|
17.8K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.58K+ 36.32% |
$167K - $190K
|
5.91K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 25.46% |
$166K - $189K
|
7.72K
$904K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
1.56K+ 12.95% |
$165K - $189K
|
13.6K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.54K+ 68.41% |
$163K - $186K
|
3.8K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.54K+ 7.9% |
$162K - $185K
|
21K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.53K+ 4.22% |
$162K - $185K
|
37.8K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.5K+ 17.98% |
$159K - $181K
|
9.85K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.49K+ 16.62% |
$158K - $180K
|
10.5K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.48K+ 0.81% |
$157K - $179K
|
184K
$21.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.48K+ 8.17% |
$157K - $179K
|
19.6K
$2.3M
|