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 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-45- 1.12% |
$4.76K - $5.43K
|
3.98K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45- 1.37% |
$4.76K - $5.43K
|
3.23K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-49- 1.94% |
$5.18K - $5.92K
|
2.47K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-50- 0.9% |
$5.29K - $6.04K
|
5.53K
$636K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.43% |
$5.29K - $6.04K
|
11.5K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 0.16% |
$5.29K - $6.04K
|
32.1K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-50- 2.08% |
$5.29K - $6.04K
|
2.36K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-51- 0.71% |
$5.39K - $6.16K
|
7.1K
$817K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-52- 0.38% |
$5.5K - $6.28K
|
13.5K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-53- 0.19% |
$5.61K - $6.4K
|
27.4K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-54- 0.55% |
$5.71K - $6.52K
|
9.74K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-56- 1.39% |
$5.92K - $6.76K
|
3.98K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-56- 1.69% |
$5.92K - $6.76K
|
3.27K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-57- 0.28% |
$6.03K - $6.88K
|
19.9K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-57- 0.23% |
$6.03K - $6.88K
|
24.8K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-57- 0.72% |
$6.03K - $6.88K
|
7.85K
$903K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-59- 0.3% |
$6.24K - $7.12K
|
19.7K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-59- 2.21% |
$6.24K - $7.12K
|
2.61K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-60- 10.71% |
$6.35K - $7.25K
|
500
$57.5K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-60- 0.39% |
$6.35K - $7.25K
|
15.1K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-61- 2.52% |
$6.45K - $7.37K
|
2.36K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-61- 2.97% |
$6.45K - $7.37K
|
2K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-62- 0.94% |
$6.56K - $7.49K
|
6.53K
$751K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-64- 0.58% |
$6.77K - $7.73K
|
10.9K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-64- 0.33% |
$6.77K - $7.73K
|
19.3K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-66- 13.89% |
$6.98K - $7.97K
|
409
$47K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-66- 2.82% |
$6.98K - $7.97K
|
2.28K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-66- 1.4% |
$6.98K - $7.97K
|
4.66K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-66- 6.43% |
$6.98K - $7.97K
|
961
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-67- 2.05% |
$7.09K - $8.09K
|
3.2K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-70- 9.67% |
$7.4K - $8.45K
|
654
$75.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-70- 2.35% |
$7.4K - $8.45K
|
2.91K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 1.02% |
$7.4K - $8.45K
|
6.81K
$783K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-71- 2.11% |
$7.51K - $8.57K
|
3.3K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-71- 0.36% |
$7.51K - $8.57K
|
19.5K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-72- 4.51% |
$7.61K - $8.69K
|
1.52K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-72- 0.4% |
$7.61K - $8.69K
|
17.8K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-75- 2.29% |
$7.93K - $9.06K
|
3.2K
$368K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-75- 86.21% |
$7.93K - $9.06K
|
12
$1.38K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-77- 2.96% |
$8.14K - $9.3K
|
2.52K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-77- 3.3% |
$8.14K - $9.3K
|
2.26K
$260K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-80- 3.77% |
$8.46K - $9.66K
|
2.04K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-80- 3.57% |
$8.46K - $9.66K
|
2.16K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-81- 18.71% |
$8.57K - $9.78K
|
352
$40.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-81- 3.6% |
$8.57K - $9.78K
|
2.17K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-81- 1.34% |
$8.57K - $9.78K
|
5.97K
$687K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-82- 1.01% |
$8.67K - $9.9K
|
8.05K
$926K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-83- 3.11% |
$8.78K - $10K
|
2.59K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-84- 0.31% |
$8.88K - $10.1K
|
27.3K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-90- 1.64% |
$9.52K - $10.9K
|
5.4K
$620K
|