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 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.48K+ 5.0% |
$157K - $179K
|
31.1K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.47K+ 70.49% |
$155K - $177K
|
3.55K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.46K+ 54.75% |
$154K - $176K
|
4.12K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.45K+ 31.42% |
$153K - $175K
|
6.06K
$710K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.45K+ 62.04% |
$153K - $175K
|
3.78K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.44K+ 11.36% |
$152K - $173K
|
14.1K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.43K+ 1.69% |
$152K - $173K
|
86.5K
$10.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.42K+ 17.12% |
$150K - $172K
|
9.74K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 9.69% |
$149K - $170K
|
15.9K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.4K+ 1.13% |
$148K - $169K
|
125K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.4KNew |
$148K - $168K
|
1.4K
$163K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.38K+ 5.54% |
$146K - $167K
|
26.3K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.37K+ 128.41% |
$145K - $166K
|
2.44K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.37KNew |
$144K - $165K
|
1.37K
$160K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.36K+ 33.87% |
$144K - $165K
|
5.39K
$631K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.36K+ 1.14% |
$144K - $164K
|
121K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.36K+ 2.83% |
$144K - $164K
|
49.4K
$5.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.36K+ 1.46% |
$144K - $164K
|
94.5K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.36K+ 0.61% |
$143K - $164K
|
223K
$26.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.35KNew |
$142K - $163K
|
1.35K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.35K+ 1.19% |
$142K - $163K
|
114K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 10.91% |
$142K - $162K
|
13.6K
$1.6M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.34K+ 0.77% |
$142K - $162K
|
175K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.32K+ 18.78% |
$140K - $160K
|
8.37K
$981K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.31K+ 5.3% |
$139K - $159K
|
26.1K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.3K+ 11.09% |
$137K - $157K
|
13K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 12.25% |
$137K - $156K
|
11.8K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.29K+ 3.25% |
$136K - $155K
|
40.8K
$4.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.28K+ 68.52% |
$136K - $155K
|
3.15K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.28K+ 0.46% |
$135K - $155K
|
281K
$32.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
1.27K+ 3.9% |
$134K - $153K
|
33.8K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 11.76% |
$134K - $153K
|
12K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 380.42% |
$134K - $153K
|
1.6K
$187K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.26KNew |
$133K - $152K
|
1.26K
$147K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.26K+ 28.02% |
$133K - $152K
|
5.74K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.25K+ 8.93% |
$132K - $151K
|
15.2K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.24K+ 7.93% |
$132K - $150K
|
16.9K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.23K+ 0.31% |
$130K - $149K
|
403K
$47.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.23K+ 2.64% |
$130K - $148K
|
47.7K
$5.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.22K+ 8.5% |
$129K - $148K
|
15.6K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
1.22K+ 15.74% |
$128K - $147K
|
8.94K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.2K+ 31.98% |
$127K - $145K
|
4.97K
$582K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.2KNew |
$127K - $145K
|
1.2K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.18K+ 25.19% |
$125K - $143K
|
5.89K
$690K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.18K+ 64.86% |
$125K - $143K
|
3.01K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.17K+ 10.57% |
$124K - $141K
|
12.2K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 22.63% |
$123K - $141K
|
6.33K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.15K+ 51.09% |
$122K - $139K
|
3.4K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.13K+ 5.25% |
$120K - $137K
|
22.7K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.12K+ 10.97% |
$118K - $135K
|
11.3K
$1.32M
|