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 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
430+ 0.98% |
$45.5K - $51.9K
|
44.2K
$5.18M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
430+ 6.92% |
$45.5K - $51.9K
|
6.65K
$779K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
429+ 10.76% |
$45.4K - $51.8K
|
4.42K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
425+ 263.98% |
$44.9K - $51.3K
|
586
$68.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
418+ 11.76% |
$44.2K - $50.5K
|
3.97K
$466K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
418+ 13.01% |
$44.2K - $50.5K
|
3.63K
$425K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
416+ 17.71% |
$44K - $50.2K
|
2.77K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
412+ 5.09% |
$43.6K - $49.8K
|
8.5K
$996K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
410+ 6.14% |
$43.4K - $49.5K
|
7.09K
$831K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
408+ 7.68% |
$43.2K - $49.3K
|
5.72K
$670K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
406+ 0.29% |
$42.9K - $49K
|
139K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
405+ 4.61% |
$42.8K - $48.9K
|
9.2K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
401+ 2.21% |
$42.4K - $48.4K
|
18.6K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400+ 22.65% |
$42.3K - $48.3K
|
2.17K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
398New |
$42.1K - $48.1K
|
398
$46.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
395+ 14.18% |
$41.8K - $47.7K
|
3.18K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
393+ 3.4% |
$41.6K - $47.5K
|
12K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
392+ 5.35% |
$41.5K - $47.3K
|
7.71K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
390+ 1.12% |
$41.2K - $47.1K
|
35.2K
$4.12M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
388New |
$41K - $46.9K
|
388
$45.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
386+ 2.73% |
$40.8K - $46.6K
|
14.5K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
381+ 6.27% |
$40.3K - $46K
|
6.45K
$756K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
377+ 1.6% |
$39.9K - $45.5K
|
23.9K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
375+ 16.79% |
$39.7K - $45.3K
|
2.61K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
375+ 4.05% |
$39.7K - $45.3K
|
9.63K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
374+ 16.94% |
$39.6K - $45.2K
|
2.58K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
374New |
$39.6K - $45.2K
|
374
$43.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
368+ 50.41% |
$38.9K - $44.4K
|
1.1K
$129K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
367New |
$38.8K - $44.3K
|
367
$43K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
364+ 3.31% |
$38.5K - $44K
|
11.4K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
362+ 4.76% |
$38.3K - $43.7K
|
7.97K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
359+ 14.53% |
$38K - $43.4K
|
2.83K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
359+ 8.0% |
$38K - $43.4K
|
4.85K
$568K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
357+ 9.03% |
$37.8K - $43.1K
|
4.31K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
348+ 1.44% |
$36.8K - $42K
|
24.4K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
347+ 4.08% |
$36.7K - $41.9K
|
8.84K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
347+ 3.82% |
$36.7K - $41.9K
|
9.42K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
345+ 2.11% |
$36.5K - $41.7K
|
16.7K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
343+ 0.17% |
$36.3K - $41.4K
|
202K
$23.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
339+ 0.87% |
$35.9K - $40.9K
|
39.3K
$4.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
339+ 1.05% |
$35.9K - $40.9K
|
32.6K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
335+ 7.86% |
$35.4K - $40.5K
|
4.6K
$539K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
334+ 37.11% |
$35.3K - $40.3K
|
1.23K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
333+ 1.01% |
$35.2K - $40.2K
|
33.3K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
333New |
$35.2K - $40.2K
|
333
$39K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
333New |
$35.2K - $40.2K
|
333
$39K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
332New |
$35.1K - $40.1K
|
332
$38.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
330New |
$34.9K - $39.9K
|
330
$38.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
330New |
$34.9K - $39.9K
|
330
$38.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
324+ 3.14% |
$34.3K - $39.1K
|
10.7K
$1.25M
|