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
|
Bogart Wealth, LLC
|
BUY
|
- |
1.12K+ 1.18% |
$118K - $135K
|
96K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.1K+ 23.03% |
$116K - $132K
|
5.86K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.09K+ 2.68% |
$116K - $132K
|
41.9K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08K+ 22.8% |
$114K - $131K
|
5.83K
$683K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.08K+ 13.43% |
$114K - $130K
|
9.1K
$1.07M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.07K+ 10.17% |
$113K - $129K
|
11.6K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 36.91% |
$112K - $128K
|
3.94K
$462K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.06K+ 13.07% |
$112K - $128K
|
9.18K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.05KNew |
$111K - $127K
|
1.05K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.05K+ 10.77% |
$111K - $127K
|
10.8K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.05K+ 9.63% |
$111K - $126K
|
11.9K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.04K+ 6.77% |
$110K - $126K
|
16.4K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.04KNew |
$110K - $125K
|
1.04K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 6.34% |
$109K - $125K
|
17.4K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1.03K+ 9.81% |
$109K - $125K
|
11.5K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.02K+ 3.45% |
$108K - $123K
|
30.6K
$3.58M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.01K+ 0.98% |
$106K - $121K
|
104K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
993+ 34.03% |
$105K - $120K
|
3.91K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
990+ 4.58% |
$105K - $120K
|
22.6K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
972+ 16.75% |
$103K - $117K
|
6.78K
$794K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
971+ 25.45% |
$103K - $117K
|
4.79K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
970+ 1.0% |
$103K - $117K
|
97.9K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
958+ 9.84% |
$101K - $116K
|
10.7K
$1.25M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
955New |
$101K - $115K
|
955
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
946+ 7.95% |
$100K - $114K
|
12.9K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
942+ 33.79% |
$99.6K - $114K
|
3.73K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
937+ 1.91% |
$99.1K - $113K
|
50K
$5.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
936+ 21.2% |
$99K - $113K
|
5.35K
$627K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
928+ 28.69% |
$98.1K - $112K
|
4.16K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
915+ 7.39% |
$96.8K - $110K
|
13.3K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
914+ 268.04% |
$96.7K - $110K
|
1.26K
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
899+ 17.69% |
$95.1K - $109K
|
5.98K
$701K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
884+ 2.23% |
$93.5K - $107K
|
40.6K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
875+ 2.8% |
$92.5K - $106K
|
32.1K
$3.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
873+ 22.6% |
$92.3K - $105K
|
4.74K
$555K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
873+ 2.14% |
$92.3K - $105K
|
41.7K
$4.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
869+ 14.82% |
$91.9K - $105K
|
6.73K
$789K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
862New |
$91.2K - $104K
|
862
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
829+ 1.86% |
$87.7K - $100K
|
45.4K
$5.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
822+ 1.66% |
$86.9K - $99.3K
|
50.2K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
821+ 16.89% |
$86.8K - $99.1K
|
5.68K
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
817+ 2.18% |
$86.4K - $98.7K
|
38.3K
$4.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
815+ 5.19% |
$86.2K - $98.4K
|
16.5K
$1.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
806+ 20.72% |
$85.2K - $97.3K
|
4.7K
$550K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
805+ 29.37% |
$85.1K - $97.2K
|
3.55K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
800+ 25.36% |
$84.6K - $96.6K
|
3.96K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
800New |
$84.6K - $96.6K
|
800
$93.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
785+ 2.66% |
$83K - $94.8K
|
30.2K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
783+ 5.9% |
$82.8K - $94.6K
|
14K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
781+ 33.77% |
$82.6K - $94.3K
|
3.09K
$363K
|