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 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
174+ 2.47% |
$18.4K - $21K
|
7.21K
$845K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
174+ 0.51% |
$18.4K - $21K
|
34.3K
$4.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
173+ 9.16% |
$18.3K - $20.9K
|
2.06K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
171+ 1.41% |
$18.1K - $20.6K
|
12.3K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
169+ 3.84% |
$17.9K - $20.4K
|
4.57K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
165+ 1.49% |
$17.5K - $19.9K
|
11.2K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
164+ 0.58% |
$17.3K - $19.8K
|
28.7K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
162+ 5.88% |
$17.1K - $19.6K
|
2.92K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
161+ 4.44% |
$17K - $19.4K
|
3.79K
$444K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
161+ 1.64% |
$17K - $19.4K
|
10K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
158+ 4.22% |
$16.7K - $19.1K
|
3.9K
$457K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
156+ 2.69% |
$16.5K - $18.8K
|
5.95K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
155+ 4.01% |
$16.4K - $18.7K
|
4.02K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
151+ 1.52% |
$16K - $18.2K
|
10.1K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
150+ 0.75% |
$15.9K - $18.1K
|
20K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
150+ 55.35% |
$15.9K - $18.1K
|
421
$49.3K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
149New |
$15.8K - $18K
|
149
$17.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
146+ 4.31% |
$15.4K - $17.6K
|
3.53K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
144+ 1.46% |
$15.2K - $17.4K
|
10K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
144+ 0.42% |
$15.2K - $17.4K
|
34.3K
$4.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
140+ 1.12% |
$14.8K - $16.9K
|
12.7K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
138+ 2.79% |
$14.6K - $16.7K
|
5.08K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
138+ 7.35% |
$14.6K - $16.7K
|
2.02K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
138+ 0.66% |
$14.6K - $16.7K
|
21K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
138+ 3.37% |
$14.6K - $16.7K
|
4.23K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
136+ 2.33% |
$14.4K - $16.4K
|
5.98K
$700K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
136+ 2.89% |
$14.4K - $16.4K
|
4.85K
$568K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
135+ 3.07% |
$14.3K - $16.3K
|
4.53K
$531K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
135+ 2.89% |
$14.3K - $16.3K
|
4.81K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134+ 0.87% |
$14.2K - $16.2K
|
15.6K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
134New |
$14.2K - $16.2K
|
134
$15.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
133+ 2.65% |
$14.1K - $16.1K
|
5.15K
$604K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
133+ 1.69% |
$14.1K - $16.1K
|
8K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
133New |
$14.1K - $16.1K
|
133
$15.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
132+ 1.66% |
$14K - $15.9K
|
8.07K
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
132+ 4.84% |
$14K - $15.9K
|
2.86K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
130+ 3.12% |
$13.7K - $15.7K
|
4.29K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
129+ 2.82% |
$13.6K - $15.6K
|
4.71K
$552K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
129+ 0.84% |
$13.6K - $15.6K
|
15.5K
$1.82M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
128+ 0.79% |
$13.5K - $15.5K
|
16.3K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
127+ 3.91% |
$13.4K - $15.3K
|
3.38K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
127+ 4.09% |
$13.4K - $15.3K
|
3.23K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
126+ 4.13% |
$13.3K - $15.2K
|
3.18K
$372K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
125+ 0.77% |
$13.2K - $15.1K
|
16.3K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
124+ 3.47% |
$13.1K - $15K
|
3.69K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
124+ 2.8% |
$13.1K - $15K
|
4.55K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
122+ 0.05% |
$12.9K - $14.7K
|
224K
$26.3M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
122New |
$12.9K - $14.7K
|
122
$14.3K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
121New |
$12.8K - $14.6K
|
121
$14.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
119+ 5.06% |
$12.6K - $14.4K
|
2.47K
$290K
|