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 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 1.02% |
$1.8K - $2.05K
|
1.65K
$192K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-17- 0.23% |
$1.8K - $2.05K
|
7.38K
$859K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-17- 6.61% |
$1.8K - $2.05K
|
240
$27.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-18- 0.69% |
$1.9K - $2.17K
|
2.6K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20- 0.79% |
$2.12K - $2.42K
|
2.51K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-22- 0.23% |
$2.33K - $2.66K
|
9.64K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-23- 0.25% |
$2.43K - $2.78K
|
9.03K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-23- 0.99% |
$2.43K - $2.78K
|
2.29K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-23- 0.47% |
$2.43K - $2.78K
|
4.85K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-23- 0.7% |
$2.43K - $2.78K
|
3.26K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-24- 0.47% |
$2.54K - $2.9K
|
5.03K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24- 0.23% |
$2.54K - $2.9K
|
10.5K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-25- 0.49% |
$2.64K - $3.02K
|
5.05K
$588K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-25- 1.26% |
$2.64K - $3.02K
|
1.97K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-26- 0.43% |
$2.75K - $3.14K
|
6.06K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-26- 0.44% |
$2.75K - $3.14K
|
5.89K
$685K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-29- 1.84% |
$3.07K - $3.5K
|
1.55K
$180K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-30- 0.24% |
$3.17K - $3.62K
|
12.4K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-30- 0.24% |
$3.17K - $3.62K
|
12.2K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-30- 0.66% |
$3.17K - $3.62K
|
4.53K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 4.97% |
$3.17K - $3.62K
|
574
$66.8K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-31- 1.88% |
$3.28K - $3.74K
|
1.62K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-32- 1.13% |
$3.38K - $3.86K
|
2.81K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-32- 0.66% |
$3.38K - $3.86K
|
4.82K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-33- 0.18% |
$3.49K - $3.99K
|
18K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-33- 1.1% |
$3.49K - $3.99K
|
2.98K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-33- 1.62% |
$3.49K - $3.99K
|
2K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 10.96% |
$3.49K - $3.99K
|
268
$31.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-33- 1.03% |
$3.49K - $3.99K
|
3.16K
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-33- 1.73% |
$3.49K - $3.99K
|
1.88K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-33- 0.54% |
$3.49K - $3.99K
|
6.09K
$709K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-35- 0.43% |
$3.7K - $4.23K
|
8.01K
$932K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35- 0.08% |
$3.7K - $4.23K
|
42.4K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-35- 0.93% |
$3.7K - $4.23K
|
3.73K
$434K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 0.75% |
$3.81K - $4.35K
|
4.77K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-36- 0.27% |
$3.81K - $4.35K
|
13.2K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-38- 7.34% |
$4.02K - $4.59K
|
480
$55.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-39- 0.19% |
$4.12K - $4.71K
|
20.8K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-40- 1.21% |
$4.23K - $4.83K
|
3.26K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-40- 0.49% |
$4.23K - $4.83K
|
8.08K
$940K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-42- 0.98% |
$4.44K - $5.07K
|
4.23K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-42- 1.26% |
$4.44K - $5.07K
|
3.3K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-43- 0.46% |
$4.55K - $5.19K
|
9.34K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-45- 1.12% |
$4.76K - $5.43K
|
3.98K
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45- 1.37% |
$4.76K - $5.43K
|
3.23K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-46- 1.95% |
$4.86K - $5.55K
|
2.31K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-49- 1.94% |
$5.18K - $5.92K
|
2.47K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-50- 0.9% |
$5.29K - $6.04K
|
5.53K
$644K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.43% |
$5.29K - $6.04K
|
11.5K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 0.16% |
$5.29K - $6.04K
|
32.1K
$3.73M
|