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 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 10.3% |
$10.6K - $12.1K
|
1.07K
$123K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
100+ 0.98% |
$10.6K - $12.1K
|
10.3K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 2.2% |
$10.6K - $12.1K
|
4.64K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
96+ 4.76% |
$10.2K - $11.6K
|
2.11K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
96+ 1.35% |
$10.2K - $11.6K
|
7.23K
$832K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
95+ 2.83% |
$10K - $11.5K
|
3.46K
$397K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
93+ 0.3% |
$9.84K - $11.2K
|
31.4K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
89+ 13.26% |
$9.41K - $10.7K
|
760
$87.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
89+ 2.25% |
$9.41K - $10.7K
|
4.05K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
88+ 5.06% |
$9.31K - $10.6K
|
1.83K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.74% |
$9.31K - $10.6K
|
5.16K
$593K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
88New |
$9.31K - $10.6K
|
88
$10.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
83+ 3.66% |
$8.78K - $10K
|
2.35K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
82+ 3.78% |
$8.67K - $9.9K
|
2.25K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
82+ 0.19% |
$8.67K - $9.9K
|
44.2K
$5.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
81+ 0.46% |
$8.57K - $9.78K
|
17.8K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
81+ 4.25% |
$8.57K - $9.78K
|
1.99K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
81+ 1.65% |
$8.57K - $9.78K
|
4.98K
$572K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
79+ 1.76% |
$8.36K - $9.54K
|
4.56K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
79+ 1.38% |
$8.36K - $9.54K
|
5.82K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
77+ 1.64% |
$8.14K - $9.3K
|
4.76K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
76+ 1.59% |
$8.04K - $9.18K
|
4.87K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
74+ 9.0% |
$7.83K - $8.94K
|
896
$103K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
72+ 1.04% |
$7.61K - $8.69K
|
7.03K
$808K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
69+ 3.1% |
$7.3K - $8.33K
|
2.29K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
67New |
$7.09K - $8.09K
|
67
$7.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
66+ 3.5% |
$6.98K - $7.97K
|
1.95K
$224K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
65+ 0.75% |
$6.87K - $7.85K
|
8.7K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
65+ 6.29% |
$6.87K - $7.85K
|
1.1K
$126K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
62+ 3.09% |
$6.56K - $7.49K
|
2.07K
$238K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
61+ 6.7% |
$6.45K - $7.37K
|
972
$112K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
59+ 0.47% |
$6.24K - $7.12K
|
12.7K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58+ 1.33% |
$6.13K - $7K
|
4.43K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
57+ 3.46% |
$6.03K - $6.88K
|
1.71K
$196K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
57+ 2.8% |
$6.03K - $6.88K
|
2.09K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
57+ 1.49% |
$6.03K - $6.88K
|
3.89K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
55+ 0.86% |
$5.82K - $6.64K
|
6.47K
$744K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
53+ 4.94% |
$5.61K - $6.4K
|
1.13K
$129K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
53+ 13.87% |
$5.61K - $6.4K
|
435
$50K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
53+ 0.27% |
$5.61K - $6.4K
|
19.6K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
51+ 1.46% |
$5.39K - $6.16K
|
3.54K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
51+ 0.79% |
$5.39K - $6.16K
|
6.48K
$745K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
50+ 1.71% |
$5.29K - $6.04K
|
2.98K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 24.51% |
$5.29K - $6.04K
|
254
$29.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
48+ 0.07% |
$5.08K - $5.8K
|
66.2K
$7.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
46+ 0.96% |
$4.86K - $5.55K
|
4.85K
$558K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46+ 1.61% |
$4.86K - $5.55K
|
2.9K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
46+ 0.08% |
$4.86K - $5.55K
|
60.4K
$6.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
45+ 52.94% |
$4.76K - $5.43K
|
130
$14.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.63% |
$4.65K - $5.31K
|
7.08K
$814K
|