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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.43K- 39.06% |
$786K - $897K
|
11.6K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.58K- 1.22% |
$802K - $915K
|
612K
$70.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.73K- 1.19% |
$817K - $933K
|
641K
$73.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.82K- 9.79% |
$933K - $1.07M
|
81.3K
$9.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.82K- 2.12% |
$933K - $1.07M
|
407K
$46.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-8.9K- 67.69% |
$941K - $1.07M
|
4.25K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-8.92K- 8.01% |
$944K - $1.08M
|
103K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-9.11K- 10.71% |
$963K - $1.1M
|
76K
$8.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-9.11K- 8.29% |
$964K - $1.1M
|
101K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.3K- 35.64% |
$1.19M - $1.36M
|
20.3K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.6K- 12.89% |
$1.23M - $1.4M
|
78.3K
$9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-12K- 12.9% |
$1.27M - $1.45M
|
81.3K
$9.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-12.9K- 64.73% |
$1.36M - $1.56M
|
7.03K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-16.8K- 46.85% |
$1.78M - $2.03M
|
19.1K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-17.8K- 11.01% |
$1.88M - $2.15M
|
144K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-18.3K- 2.74% |
$1.93M - $2.2M
|
647K
$74.4M
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-18.3K- 16.26% |
$1.94M - $2.21M
|
94.3K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.2K- 9.18% |
$2.03M - $2.32M
|
190K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-19.6K- 36.86% |
$2.07M - $2.37M
|
33.6K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-30K- 16.51% |
$3.17M - $3.62M
|
152K
$17.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32.8K- 99.91% |
$3.46M - $3.96M
|
30
$3.45K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36.8K- 56.39% |
$3.89M - $4.44M
|
28.5K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.9K- 11.51% |
$4.21M - $4.81M
|
306K
$35.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-45.1K- 93.29% |
$4.77M - $5.45M
|
3.25K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-48.3K- 87.01% |
$5.11M - $5.84M
|
7.22K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-54K- 47.22% |
$5.71M - $6.52M
|
60.3K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-108K- 18.37% |
$11.4M - $13M
|
479K
$55.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-279K- 99.07% |
$29.5M - $33.7M
|
2.62K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-388K- 98.92% |
$41M - $46.9M
|
4.23K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-707K- 56.11% |
$74.7M - $85.3M
|
553K
$63.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.11M- 98.62% |
$117M - $134M
|
15.5K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-6.72M- 99.14% |
$711M - $811M
|
58.3K
$6.7M
|