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 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
76+ 1.59% |
$8.04K - $9.18K
|
4.87K
$571K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 0.33% |
$7.93K - $9.06K
|
22.5K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
75+ 1.44% |
$7.93K - $9.06K
|
5.28K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
74+ 9.0% |
$7.83K - $8.94K
|
896
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
72+ 1.04% |
$7.61K - $8.69K
|
7.03K
$823K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
69+ 3.1% |
$7.3K - $8.33K
|
2.29K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
69New |
$7.3K - $8.33K
|
69
$8.08K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
67New |
$7.09K - $8.09K
|
67
$7.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
67+ 2.95% |
$7.09K - $8.09K
|
2.34K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
66+ 3.5% |
$6.98K - $7.97K
|
1.95K
$229K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
65+ 0.75% |
$6.87K - $7.85K
|
8.7K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
65+ 6.29% |
$6.87K - $7.85K
|
1.1K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
62+ 3.09% |
$6.56K - $7.49K
|
2.07K
$242K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
61+ 6.7% |
$6.45K - $7.37K
|
972
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
60New |
$6.35K - $7.25K
|
60
$7.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
59+ 0.47% |
$6.24K - $7.12K
|
12.7K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58+ 1.33% |
$6.13K - $7K
|
4.43K
$520K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
58+ 0.24% |
$6.13K - $7K
|
24.5K
$2.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
57+ 3.46% |
$6.03K - $6.88K
|
1.71K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
57+ 2.8% |
$6.03K - $6.88K
|
2.09K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
57+ 1.49% |
$6.03K - $6.88K
|
3.89K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
56+ 2.81% |
$5.92K - $6.76K
|
2.05K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
56+ 0.59% |
$5.92K - $6.76K
|
9.56K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
55+ 0.86% |
$5.82K - $6.64K
|
6.47K
$758K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55+ 1.77% |
$5.82K - $6.64K
|
3.17K
$372K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
53+ 4.94% |
$5.61K - $6.4K
|
1.13K
$132K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
53+ 13.87% |
$5.61K - $6.4K
|
435
$51K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
53+ 0.27% |
$5.61K - $6.4K
|
19.6K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
53+ 0.22% |
$5.61K - $6.4K
|
24.2K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
53+ 0.37% |
$5.61K - $6.4K
|
14.5K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
51+ 1.46% |
$5.39K - $6.16K
|
3.54K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
51+ 0.79% |
$5.39K - $6.16K
|
6.48K
$759K
|
|
|
Feb 14, 2025
Q4 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
51+ 0.23% |
$5.39K - $6.16K
|
21.9K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
50+ 1.71% |
$5.29K - $6.04K
|
2.98K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 24.51% |
$5.29K - $6.04K
|
254
$29.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.69% |
$5.29K - $6.04K
|
7.27K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$5.29K - $6.04K
|
50
$5.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
48+ 0.07% |
$5.08K - $5.8K
|
66.2K
$7.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 6.35% |
$4.97K - $5.68K
|
787
$92.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
47+ 0.05% |
$4.97K - $5.68K
|
103K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
46+ 0.96% |
$4.86K - $5.55K
|
4.85K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46+ 1.61% |
$4.86K - $5.55K
|
2.9K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
46+ 0.08% |
$4.86K - $5.55K
|
60.4K
$7.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
45+ 52.94% |
$4.76K - $5.43K
|
130
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
45+ 1.48% |
$4.76K - $5.43K
|
3.08K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.63% |
$4.65K - $5.31K
|
7.08K
$829K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
44New |
$4.65K - $5.31K
|
44
$5.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
43+ 0.32% |
$4.55K - $5.19K
|
13.7K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
43+ 0.65% |
$4.55K - $5.19K
|
6.7K
$785K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 2.77% |
$4.23K - $4.83K
|
1.48K
$174K
|