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 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
242+ 366.67% |
$25.6K - $29.2K
|
308
$36.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
239+ 0.63% |
$25.3K - $28.9K
|
38K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
229+ 5.69% |
$24.2K - $27.7K
|
4.26K
$499K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
228+ 11.13% |
$24.1K - $27.5K
|
2.28K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
227+ 3.98% |
$24K - $27.4K
|
5.94K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
227+ 7.37% |
$24K - $27.4K
|
3.31K
$387K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
226+ 1.5% |
$23.9K - $27.3K
|
15.3K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
226+ 3.44% |
$23.9K - $27.3K
|
6.8K
$796K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
224+ 2.29% |
$23.7K - $27.1K
|
9.99K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
223+ 0.36% |
$23.6K - $26.9K
|
62.8K
$7.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
223+ 1.05% |
$23.6K - $26.9K
|
21.6K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
222+ 0.39% |
$23.5K - $26.8K
|
57.5K
$6.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
221+ 11.29% |
$23.4K - $26.7K
|
2.18K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
221+ 12.52% |
$23.4K - $26.7K
|
1.99K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
218+ 3.2% |
$23.1K - $26.3K
|
7.04K
$825K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
213+ 0.61% |
$22.5K - $25.7K
|
35.3K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
212+ 1.61% |
$22.4K - $25.6K
|
13.4K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
211+ 0.66% |
$22.3K - $25.5K
|
32.3K
$3.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
210+ 10.8% |
$22.2K - $25.4K
|
2.15K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
210+ 4.09% |
$22.2K - $25.4K
|
5.34K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
210+ 3.12% |
$22.2K - $25.4K
|
6.95K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
207+ 1.87% |
$21.9K - $25K
|
11.3K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
206New |
$21.8K - $24.9K
|
206
$24.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
206+ 6.58% |
$21.8K - $24.9K
|
3.34K
$391K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
205New |
$21.7K - $24.8K
|
205
$24K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
205+ 1.6% |
$21.7K - $24.8K
|
13K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
202+ 8.36% |
$21.4K - $24.4K
|
2.62K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$23.4K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
200+ 3.64% |
$21.2K - $24.2K
|
5.7K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 6.33% |
$21.2K - $24.2K
|
3.36K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
200+ 6.79% |
$21.2K - $24.2K
|
3.15K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.16% |
$21.2K - $24.2K
|
128K
$15M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
199+ 4.77% |
$21K - $24K
|
4.37K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
197+ 6.6% |
$20.8K - $23.8K
|
3.18K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
194New |
$20.5K - $23.4K
|
194
$22.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
194+ 8.24% |
$20.5K - $23.4K
|
2.55K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
193+ 1.23% |
$20.4K - $23.3K
|
15.8K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
189+ 0.9% |
$20K - $22.8K
|
21.2K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
188+ 0.49% |
$19.9K - $22.7K
|
38.9K
$4.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
188+ 3.7% |
$19.9K - $22.7K
|
5.27K
$617K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
188New |
$19.9K - $22.7K
|
188
$22K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
187+ 2.66% |
$19.8K - $22.6K
|
7.23K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
187New |
$19.8K - $22.6K
|
187
$21.9K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
186+ 7.27% |
$19.7K - $22.5K
|
2.75K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
183+ 1.16% |
$19.4K - $22.1K
|
16K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
182+ 0.63% |
$19.2K - $22K
|
28.9K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
179+ 0.43% |
$18.9K - $21.6K
|
42K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
178+ 0.52% |
$18.8K - $21.5K
|
34.6K
$4.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
175+ 9.29% |
$18.5K - $21.1K
|
2.06K
$241K
|