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 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
593+ 1.84% |
$62.7K - $71.6K
|
32.8K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
587+ 22.78% |
$62.1K - $70.9K
|
3.16K
$371K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
587New |
$62.1K - $70.9K
|
587
$68.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
586New |
$62K - $70.8K
|
586
$68.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
584+ 10.27% |
$61.8K - $70.5K
|
6.27K
$735K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
584+ 1.22% |
$61.8K - $70.5K
|
48.4K
$5.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
582+ 2.46% |
$61.6K - $70.3K
|
24.3K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
579+ 2.61% |
$61.2K - $69.9K
|
22.8K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
575+ 11.48% |
$60.8K - $69.4K
|
5.58K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
574+ 1.73% |
$60.7K - $69.3K
|
33.8K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
570+ 26.09% |
$60.3K - $68.8K
|
2.76K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
570+ 3.61% |
$60.3K - $68.8K
|
16.3K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
568+ 10.65% |
$60.1K - $68.6K
|
5.9K
$691K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
563New |
$59.5K - $68K
|
563
$66K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
558+ 8.9% |
$59K - $67.4K
|
6.83K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
555+ 26.57% |
$58.7K - $67K
|
2.64K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
554+ 3.0% |
$58.6K - $66.9K
|
19K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
553New |
$58.5K - $66.8K
|
553
$64.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
552+ 14.58% |
$58.4K - $66.7K
|
4.34K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
535+ 2.12% |
$56.6K - $64.6K
|
25.8K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
523+ 3.45% |
$55.3K - $63.2K
|
15.7K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
518+ 2.2% |
$54.8K - $62.6K
|
24.1K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
518+ 21.7% |
$54.8K - $62.6K
|
2.91K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
517+ 6.26% |
$54.7K - $62.4K
|
8.78K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
517+ 10.74% |
$54.7K - $62.4K
|
5.33K
$625K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
517+ 12.73% |
$54.7K - $62.4K
|
4.58K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
510+ 7.15% |
$53.9K - $61.6K
|
7.64K
$896K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
502+ 9.92% |
$53.1K - $60.6K
|
5.56K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
500New |
$52.9K - $60.4K
|
500
$58.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500+ 19.6% |
$52.9K - $60.4K
|
3.05K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
500+ 2.05% |
$52.9K - $60.4K
|
24.9K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
499+ 1.41% |
$52.8K - $60.3K
|
36K
$4.21M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
499+ 18.79% |
$52.8K - $60.3K
|
3.15K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
494New |
$52.2K - $59.7K
|
494
$57.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
494+ 3.14% |
$52.2K - $59.7K
|
16.2K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
485+ 3.4% |
$51.3K - $58.6K
|
14.8K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
484+ 13.99% |
$51.2K - $58.4K
|
3.94K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
482+ 8.1% |
$51K - $58.2K
|
6.43K
$754K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
477+ 2.51% |
$50.4K - $57.6K
|
19.5K
$2.28M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
471+ 18.23% |
$49.8K - $56.9K
|
3.05K
$358K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
465+ 4.52% |
$49.2K - $56.2K
|
10.8K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
465+ 8.13% |
$49.2K - $56.2K
|
6.18K
$724K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
456+ 33.21% |
$48.2K - $55.1K
|
1.83K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
454+ 4.33% |
$48K - $54.8K
|
10.9K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
445+ 7.85% |
$47.1K - $53.7K
|
6.12K
$716K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
443+ 10.76% |
$46.9K - $53.5K
|
4.56K
$535K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
442+ 2.89% |
$46.7K - $53.4K
|
15.7K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
441+ 22.9% |
$46.6K - $53.3K
|
2.37K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
438+ 5.96% |
$46.3K - $52.9K
|
7.78K
$912K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
437+ 22.9% |
$46.2K - $52.8K
|
2.35K
$275K
|