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
|
Camden Capital, LLC
|
BUY
|
- |
770+ 29.5% |
$81.4K - $93K
|
3.38K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
765+ 14.37% |
$80.9K - $92.4K
|
6.09K
$713K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
754+ 4.2% |
$79.7K - $91.1K
|
18.7K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
744+ 4.47% |
$78.7K - $89.8K
|
17.4K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
741+ 10.51% |
$78.4K - $89.5K
|
7.79K
$913K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
740+ 36.38% |
$78.3K - $89.4K
|
2.77K
$325K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
739+ 7.01% |
$78.2K - $89.2K
|
11.3K
$1.32M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
722+ 14.75% |
$76.4K - $87.2K
|
5.62K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
719+ 1.71% |
$76K - $86.8K
|
42.8K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
716+ 4.87% |
$75.7K - $86.5K
|
15.4K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
704+ 109.83% |
$74.5K - $85K
|
1.35K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
700+ 11.56% |
$74K - $84.5K
|
6.75K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
700+ 2.63% |
$74K - $84.5K
|
27.3K
$3.19M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
700+ 11.56% |
$74K - $84.5K
|
6.75K
$791K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
696+ 7.32% |
$73.6K - $84K
|
10.2K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
693+ 13.2% |
$73.3K - $83.7K
|
5.94K
$696K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
688+ 9.65% |
$72.8K - $83.1K
|
7.82K
$916K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
688+ 0.12% |
$72.8K - $83.1K
|
596K
$69.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
670+ 18.84% |
$70.9K - $80.9K
|
4.23K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
668+ 2.01% |
$70.6K - $80.7K
|
33.9K
$3.97M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
668New |
$70.6K - $80.7K
|
668
$78.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
666+ 12.61% |
$70.4K - $80.4K
|
5.95K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
663+ 21.53% |
$70.1K - $80.1K
|
3.74K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
654+ 2.51% |
$69.2K - $79K
|
26.7K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
643+ 4.68% |
$68K - $77.6K
|
14.4K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
640New |
$67.7K - $77.3K
|
640
$75K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
639+ 34.12% |
$67.6K - $77.2K
|
2.51K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
636+ 0.68% |
$67.3K - $76.8K
|
94.7K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
634+ 8.65% |
$67.1K - $76.6K
|
7.96K
$933K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
632+ 3.14% |
$66.8K - $76.3K
|
20.7K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
631+ 7.51% |
$66.7K - $76.2K
|
9.03K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
628+ 1.96% |
$66.4K - $75.8K
|
32.6K
$3.82M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
625New |
$66.1K - $75.5K
|
625
$73.2K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
621+ 24.35% |
$65.7K - $75K
|
3.17K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
618+ 8.0% |
$65.4K - $74.6K
|
8.34K
$977K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
617+ 7.0% |
$65.3K - $74.5K
|
9.43K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
616+ 5.71% |
$65.1K - $74.4K
|
11.4K
$1.34M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
616+ 30.74% |
$65.1K - $74.4K
|
2.62K
$307K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
616New |
$65.1K - $74.4K
|
616
$72.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
614+ 7.42% |
$64.9K - $74.1K
|
8.89K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
610+ 3.02% |
$64.5K - $73.7K
|
20.8K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
607+ 0.53% |
$64.2K - $73.3K
|
116K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
606+ 2.01% |
$64.1K - $73.2K
|
30.8K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
601+ 6.17% |
$63.6K - $72.6K
|
10.3K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
600+ 31.58% |
$63.5K - $72.5K
|
2.5K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
600+ 3.03% |
$63.5K - $72.5K
|
20.4K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
599+ 17.14% |
$63.4K - $72.3K
|
4.09K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
597+ 19.59% |
$63.1K - $72.1K
|
3.65K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
596+ 10.5% |
$63K - $72K
|
6.27K
$735K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
594+ 0.37% |
$62.8K - $71.7K
|
161K
$18.9M
|