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 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.37K - $1.57K
|
2.64K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
13+ 0.48% |
$1.37K - $1.57K
|
2.7K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
12+ 1.0% |
$1.27K - $1.45K
|
1.22K
$140K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.49% |
$1.27K - $1.45K
|
2.48K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 2.7% |
$1.16K - $1.33K
|
419
$48.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 0.17% |
$1.06K - $1.21K
|
6.05K
$695K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
9+ 0.43% |
$952 - $1.09K
|
2.1K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9+ 0.83% |
$952 - $1.09K
|
1.1K
$126K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9+ 0.06% |
$952 - $1.09K
|
13.9K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
8+ 0.07% |
$846 - $966
|
10.8K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8+ 0.1% |
$846 - $966
|
8.13K
$935K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
8+ 0.18% |
$846 - $966
|
4.5K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8+ 0.08% |
$846 - $966
|
9.87K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
8New |
$846 - $966
|
8
$920
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.72% |
$740 - $845
|
977
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
7+ 7.0% |
$740 - $845
|
107
$12.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
7+ 0.21% |
$740 - $845
|
3.37K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
7+ 0.04% |
$740 - $845
|
17.6K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$635 - $725
|
2.29K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
6+ 0.97% |
$635 - $725
|
626
$72K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.03% |
$635 - $725
|
17.5K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 0.78% |
$635 - $725
|
774
$89K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
6+ 0.12% |
$635 - $725
|
4.86K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 0.22% |
$635 - $725
|
2.7K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 1.71% |
$529 - $604
|
297
$34.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$529 - $604
|
5
$575
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.81% |
$529 - $604
|
623
$71.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.93% |
$423 - $483
|
435
$50K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.17% |
$423 - $483
|
2.36K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.2% |
$423 - $483
|
1.96K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.0% |
$423 - $483
|
83.7K
$9.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 1.07% |
$423 - $483
|
378
$43.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4+ 0.17% |
$423 - $483
|
2.39K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
4+ 0.06% |
$423 - $483
|
7.2K
$828K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.1% |
$423 - $483
|
4.01K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.12% |
$317 - $362
|
2.45K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.05% |
$317 - $362
|
5.95K
$684K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.05% |
$317 - $362
|
6.48K
$745K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3+ 0.03% |
$317 - $362
|
9.86K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$212 - $242
|
5.46K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.06% |
$212 - $242
|
3.52K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2+ 0.08% |
$212 - $242
|
2.47K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.09% |
$212 - $242
|
2.18K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.35% |
$212 - $242
|
577
$66.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2+ 0.05% |
$212 - $242
|
3.72K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.28% |
$106 - $121
|
355
$40.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $121
|
3.24K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.06% |
$106 - $121
|
1.73K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1+ 0.02% |
$106 - $121
|
5.89K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.29% |
$106 - $121
|
348
$40K
|