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 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
44New |
$4.65K - $5.31K
|
44
$5.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
43+ 0.32% |
$4.55K - $5.19K
|
13.7K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
43+ 0.65% |
$4.55K - $5.19K
|
6.7K
$770K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 2.77% |
$4.23K - $4.83K
|
1.48K
$170K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
38+ 1.32% |
$4.02K - $4.59K
|
2.91K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
37+ 0.58% |
$3.91K - $4.47K
|
6.39K
$735K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
35+ 0.85% |
$3.7K - $4.23K
|
4.17K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
35+ 0.2% |
$3.7K - $4.23K
|
17.4K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35+ 0.53% |
$3.7K - $4.23K
|
6.59K
$758K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
35+ 0.34% |
$3.7K - $4.23K
|
10.5K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
35+ 8.6% |
$3.7K - $4.23K
|
442
$50.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
35+ 3.4% |
$3.7K - $4.23K
|
1.06K
$122K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$3.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
33+ 1.15% |
$3.49K - $3.99K
|
2.89K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
33+ 1.76% |
$3.49K - $3.99K
|
1.91K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
30+ 1.49% |
$3.17K - $3.62K
|
2.05K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$3.17K - $3.62K
|
30
$3.45K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
29+ 0.15% |
$3.07K - $3.5K
|
19K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.71% |
$2.96K - $3.38K
|
3.95K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
28+ 0.7% |
$2.96K - $3.38K
|
4.02K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
25+ 0.82% |
$2.64K - $3.02K
|
3.07K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 1.16% |
$2.64K - $3.02K
|
2.18K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25+ 0.21% |
$2.64K - $3.02K
|
12.2K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
25+ 1.0% |
$2.64K - $3.02K
|
2.53K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
23+ 0.02% |
$2.43K - $2.78K
|
111K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.35% |
$2.43K - $2.78K
|
6.58K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
22+ 0.93% |
$2.33K - $2.66K
|
2.4K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
22+ 1.07% |
$2.33K - $2.66K
|
2.07K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
22+ 1.75% |
$2.33K - $2.66K
|
1.28K
$147K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21+ 0.39% |
$2.22K - $2.54K
|
5.36K
$616K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21+ 0.77% |
$2.22K - $2.54K
|
2.73K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20+ 0.75% |
$2.12K - $2.42K
|
2.67K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
20New |
$2.12K - $2.42K
|
20
$2.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 20.62% |
$2.12K - $2.42K
|
117
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 0.38% |
$2.01K - $2.29K
|
5.06K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 1.62% |
$2.01K - $2.29K
|
1.19K
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.52% |
$1.9K - $2.17K
|
3.48K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17+ 0.45% |
$1.8K - $2.05K
|
3.8K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
17+ 0.89% |
$1.8K - $2.05K
|
1.93K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
17+ 0.84% |
$1.8K - $2.05K
|
2.05K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.77% |
$1.69K - $1.93K
|
2.1K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.7% |
$1.69K - $1.93K
|
2.31K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15+ 0.62% |
$1.59K - $1.81K
|
2.44K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 155.56% |
$1.48K - $1.69K
|
23
$2.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.29% |
$1.48K - $1.69K
|
4.9K
$563K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
14+ 0.26% |
$1.48K - $1.69K
|
5.33K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
14+ 0.58% |
$1.48K - $1.69K
|
2.42K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14+ 0.18% |
$1.48K - $1.69K
|
7.59K
$873K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.07% |
$1.37K - $1.57K
|
18.8K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13+ 0.49% |
$1.37K - $1.57K
|
2.69K
$309K
|