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
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
320+ 12.86% |
$33.8K - $38.6K
|
2.81K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
319+ 12.83% |
$33.7K - $38.5K
|
2.81K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
318+ 9.06% |
$33.6K - $38.4K
|
3.83K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
317+ 4.62% |
$33.5K - $38.3K
|
7.19K
$842K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
317+ 2.11% |
$33.5K - $38.3K
|
15.3K
$1.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
314+ 9.14% |
$33.2K - $37.9K
|
3.75K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
313+ 25.59% |
$33.1K - $37.8K
|
1.54K
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
311+ 1.4% |
$32.9K - $37.6K
|
22.5K
$2.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
304+ 20.99% |
$32.2K - $36.7K
|
1.75K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
304+ 0.76% |
$32.2K - $36.7K
|
40.1K
$4.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
303+ 3.59% |
$32K - $36.6K
|
8.74K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
301+ 2.47% |
$31.8K - $36.3K
|
12.5K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 15.0% |
$31.7K - $36.2K
|
2.3K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
300+ 3.18% |
$31.7K - $36.2K
|
9.74K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
290+ 16.07% |
$30.7K - $35K
|
2.1K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
290+ 5.26% |
$30.7K - $35K
|
5.8K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
290New |
$30.7K - $35K
|
290
$34K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
287+ 1.01% |
$30.4K - $34.7K
|
28.8K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
287+ 3.65% |
$30.4K - $34.7K
|
8.14K
$954K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
285+ 5.82% |
$30.1K - $34.4K
|
5.18K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
284+ 118.83% |
$30K - $34.3K
|
523
$61.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
281+ 5.51% |
$29.7K - $33.9K
|
5.38K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
281+ 4.71% |
$29.7K - $33.9K
|
6.25K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
280+ 2.39% |
$29.6K - $33.8K
|
12K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
278+ 1.46% |
$29.4K - $33.6K
|
19.3K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
277+ 1.62% |
$29.3K - $33.5K
|
17.3K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
276New |
$29.2K - $33.3K
|
276
$32.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
274+ 8.89% |
$29K - $33.1K
|
3.36K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
272+ 0.55% |
$28.8K - $32.8K
|
49.8K
$5.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
272+ 6.32% |
$28.8K - $32.8K
|
4.57K
$536K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
270+ 2.56% |
$28.6K - $32.6K
|
10.8K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
270+ 1500.0% |
$28.6K - $32.6K
|
288
$33.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
270+ 9.54% |
$28.6K - $32.6K
|
3.1K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
267+ 5.01% |
$28.2K - $32.2K
|
5.6K
$656K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
266+ 13.63% |
$28.1K - $32.1K
|
2.22K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
266+ 2.16% |
$28.1K - $32.1K
|
12.6K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
266+ 9.4% |
$28.1K - $32.1K
|
3.1K
$363K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
266+ 5.17% |
$28.1K - $32.1K
|
5.41K
$634K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
265+ 1.6% |
$28K - $32K
|
16.8K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
265+ 1.38% |
$28K - $32K
|
19.5K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
265+ 14.42% |
$28K - $32K
|
2.1K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
261New |
$27.6K - $31.5K
|
261
$30.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
257+ 347.3% |
$27.2K - $31K
|
331
$38.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
255+ 4.69% |
$27K - $30.8K
|
5.7K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
252+ 2.95% |
$26.7K - $30.4K
|
8.79K
$1.03M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
250New |
$26.4K - $30.2K
|
250
$29.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
246+ 0.72% |
$26K - $29.7K
|
34.4K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
245+ 0.87% |
$25.9K - $29.6K
|
28.5K
$3.33M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
244New |
$25.8K - $29.5K
|
244
$28.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
243+ 332.88% |
$25.7K - $29.3K
|
316
$37K
|