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 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
96+ 1.35% |
$10.2K - $11.6K
|
7.23K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
95+ 2.83% |
$10K - $11.5K
|
3.46K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
93+ 0.3% |
$9.84K - $11.2K
|
31.4K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
89+ 13.26% |
$9.41K - $10.7K
|
760
$90.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
89+ 2.25% |
$9.41K - $10.7K
|
4.05K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
88+ 5.06% |
$9.31K - $10.6K
|
1.83K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.74% |
$9.31K - $10.6K
|
5.16K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
88New |
$9.31K - $10.6K
|
88
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
86+ 4.14% |
$9.1K - $10.4K
|
2.16K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
84+ 2.1% |
$8.88K - $10.1K
|
4.08K
$486K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
84New |
$8.88K - $10.1K
|
84
$10K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
83+ 3.66% |
$8.78K - $10K
|
2.35K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
82+ 3.78% |
$8.67K - $9.9K
|
2.25K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
82+ 0.19% |
$8.67K - $9.9K
|
44.2K
$5.28M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
81+ 0.46% |
$8.57K - $9.78K
|
17.8K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
81+ 4.25% |
$8.57K - $9.78K
|
1.99K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
81+ 1.65% |
$8.57K - $9.78K
|
4.98K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
81New |
$8.57K - $9.78K
|
81
$9.66K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
79+ 1.76% |
$8.36K - $9.54K
|
4.56K
$544K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
79+ 1.38% |
$8.36K - $9.54K
|
5.82K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
79+ 0.19% |
$8.36K - $9.54K
|
40.9K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
78+ 2.35% |
$8.25K - $9.42K
|
3.4K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
78New |
$8.25K - $9.42K
|
78
$9.31K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
77+ 1.64% |
$8.14K - $9.3K
|
4.76K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
76+ 1.59% |
$8.04K - $9.18K
|
4.87K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 0.33% |
$7.93K - $9.06K
|
22.5K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
75+ 1.44% |
$7.93K - $9.06K
|
5.28K
$629K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
74+ 9.0% |
$7.83K - $8.94K
|
896
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
72+ 1.04% |
$7.61K - $8.69K
|
7.03K
$838K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
69+ 3.1% |
$7.3K - $8.33K
|
2.29K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
69New |
$7.3K - $8.33K
|
69
$8.23K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
67New |
$7.09K - $8.09K
|
67
$7.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
67+ 2.95% |
$7.09K - $8.09K
|
2.34K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
66+ 3.5% |
$6.98K - $7.97K
|
1.95K
$233K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
65+ 0.75% |
$6.87K - $7.85K
|
8.7K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
65+ 6.29% |
$6.87K - $7.85K
|
1.1K
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
62+ 3.09% |
$6.56K - $7.49K
|
2.07K
$247K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
61+ 6.7% |
$6.45K - $7.37K
|
972
$116K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
60New |
$6.35K - $7.25K
|
60
$7.16K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
59+ 0.47% |
$6.24K - $7.12K
|
12.7K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58+ 1.33% |
$6.13K - $7K
|
4.43K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
58+ 0.24% |
$6.13K - $7K
|
24.5K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
57+ 3.46% |
$6.03K - $6.88K
|
1.71K
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
57+ 2.8% |
$6.03K - $6.88K
|
2.09K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
57+ 1.49% |
$6.03K - $6.88K
|
3.89K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
56+ 2.81% |
$5.92K - $6.76K
|
2.05K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
56+ 0.59% |
$5.92K - $6.76K
|
9.56K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
55+ 0.86% |
$5.82K - $6.64K
|
6.47K
$771K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55+ 1.77% |
$5.82K - $6.64K
|
3.17K
$378K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
53+ 4.94% |
$5.61K - $6.4K
|
1.13K
$134K
|