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
|
Umb Bank, N.A.
|
SELL
|
- |
-1.41K- 0.74% |
$149K - $170K
|
189K
$21.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.42K- 18.79% |
$151K - $172K
|
6.15K
$708K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.49K- 3.09% |
$157K - $180K
|
46.6K
$5.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.49K- 5.81% |
$157K - $180K
|
24.1K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.5K- 4.4% |
$159K - $181K
|
32.6K
$3.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.53K- 44.16% |
$162K - $185K
|
1.94K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.53K- 1.29% |
$162K - $185K
|
117K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.58K- 1.76% |
$167K - $190K
|
88.1K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.6K- 3.66% |
$169K - $193K
|
42K
$4.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.6K- 0.8% |
$169K - $193K
|
198K
$22.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.63K- 3.5% |
$172K - $196K
|
44.8K
$5.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.69K- 2.19% |
$179K - $204K
|
75.6K
$8.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.7K- 1.01% |
$180K - $205K
|
167K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.72K- 6.51% |
$182K - $208K
|
24.7K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.73K- 1.73% |
$182K - $208K
|
98.3K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.74K- 23.28% |
$183K - $210K
|
5.72K
$658K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.85K- 26.02% |
$196K - $223K
|
5.26K
$605K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 4.37% |
$201K - $229K
|
41.6K
$4.78M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.92K- 11.13% |
$203K - $232K
|
15.3K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.98K- 3.16% |
$209K - $239K
|
60.6K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.1K- 0.72% |
$222K - $254K
|
289K
$33.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.2K- 33.04% |
$233K - $266K
|
4.46K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.23K- 1.87% |
$236K - $269K
|
117K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.23K- 13.2% |
$236K - $269K
|
14.7K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.25K- 8.47% |
$238K - $272K
|
24.3K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.28K- 20.33% |
$241K - $275K
|
8.92K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.31K- 20.72% |
$245K - $279K
|
8.85K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.35K- 4.15% |
$248K - $284K
|
54.2K
$6.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.52K- 3.22% |
$266K - $304K
|
75.6K
$8.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.52K- 2.65% |
$267K - $305K
|
92.5K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-2.58K- 13.67% |
$273K - $311K
|
16.3K
$1.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.68K- 0.27% |
$284K - $324K
|
996K
$115M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-2.9K- 40.85% |
$307K - $350K
|
4.2K
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-2.93K- 1.29% |
$310K - $354K
|
225K
$25.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.47K- 2.24% |
$367K - $419K
|
151K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.57K- 8.24% |
$378K - $431K
|
39.8K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.6K- 1.41% |
$381K - $435K
|
252K
$28.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-3.71K- 8.62% |
$392K - $448K
|
39.3K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-4.11K- 1.66% |
$435K - $496K
|
244K
$28.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.4K- 14.97% |
$465K - $531K
|
25K
$2.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-4.87K- 3.45% |
$515K - $588K
|
136K
$15.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.99K- 25.33% |
$527K - $602K
|
14.7K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.17K- 17.99% |
$546K - $624K
|
23.5K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.27K- 1.32% |
$557K - $636K
|
393K
$45.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.39K- 79.61% |
$570K - $651K
|
1.38K
$159K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-6.02K- 23.46% |
$636K - $726K
|
19.6K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6.2K- 9.6% |
$656K - $749K
|
58.4K
$6.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.63K- 4.42% |
$702K - $801K
|
143K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.01K- 13.09% |
$741K - $846K
|
46.5K
$5.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.07K- 63.42% |
$747K - $853K
|
4.08K
$469K
|