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 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
14.5KNew |
$1.54M - $1.75M
|
14.5K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
12.5KNew |
$1.33M - $1.51M
|
12.5K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
12.4K+ 565.5% |
$1.32M - $1.5M
|
14.6K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2K+ 12.33% |
$1.18M - $1.35M
|
102K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.9K+ 5.01% |
$1.16M - $1.32M
|
230K
$26.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10.6KNew |
$1.12M - $1.28M
|
10.6K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
10.4K+ 14.09% |
$1.1M - $1.26M
|
84.5K
$9.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.2K+ 6.52% |
$1.08M - $1.24M
|
167K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.86K+ 416.57% |
$1.04M - $1.19M
|
12.2K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
9.74KNew |
$1.03M - $1.18M
|
9.74K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.11K+ 36.76% |
$963K - $1.1M
|
33.9K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9.07K+ 3.16% |
$959K - $1.1M
|
296K
$34.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.96K+ 31.46% |
$948K - $1.08M
|
37.4K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.85K+ 132.37% |
$936K - $1.07M
|
15.5K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.54K+ 1185.97% |
$903K - $1.03M
|
9.26K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.89K+ 1.07% |
$835K - $953K
|
744K
$85.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.65K+ 22.58% |
$809K - $924K
|
41.5K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.63K+ 1.37% |
$807K - $922K
|
566K
$65M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.5KNew |
$794K - $906K
|
7.5K
$863K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.46KNew |
$789K - $901K
|
7.46K
$858K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.35K+ 13.64% |
$777K - $887K
|
61.2K
$7.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.32K+ 25.74% |
$774K - $884K
|
35.8K
$4.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
7.04KNew |
$744K - $850K
|
7.04K
$809K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
6.86KNew |
$726K - $829K
|
6.86K
$789K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
6.74KNew |
$713K - $814K
|
6.74K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.63K+ 19.9% |
$701K - $801K
|
39.9K
$4.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.55KNew |
$692K - $791K
|
6.55K
$753K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
6.48K+ 2.99% |
$686K - $783K
|
223K
$25.6M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.97K+ 68.86% |
$631K - $721K
|
14.6K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.91KNew |
$625K - $714K
|
5.91K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.9K+ 16.42% |
$624K - $712K
|
41.8K
$4.81M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.75K+ 18.46% |
$608K - $694K
|
36.9K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.74K+ 8.94% |
$607K - $693K
|
69.9K
$8.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.73KNew |
$606K - $692K
|
5.73K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.72KNew |
$605K - $690K
|
5.72K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.62K+ 14.79% |
$594K - $678K
|
43.6K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.54KNew |
$586K - $669K
|
5.54K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.46K+ 65.53% |
$577K - $659K
|
13.8K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.41K+ 253.04% |
$572K - $653K
|
7.54K
$867K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.26K+ 15.11% |
$556K - $635K
|
40.1K
$4.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.16KNew |
$546K - $624K
|
5.16K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.01KNew |
$530K - $605K
|
5.01K
$576K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.98KNew |
$527K - $602K
|
4.98K
$573K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.98K+ 39.26% |
$527K - $601K
|
17.7K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.87KNew |
$515K - $588K
|
4.87K
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.77KNew |
$505K - $576K
|
4.77K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.57K+ 25.1% |
$483K - $551K
|
22.8K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.52K+ 1.24% |
$478K - $545K
|
368K
$42.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.34KNew |
$459K - $524K
|
4.34K
$499K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.22KNew |
$446K - $510K
|
4.22K
$485K
|