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 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
40+ 0.05% |
$4.23K - $4.83K
|
87.8K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40+ 25.81% |
$4.23K - $4.83K
|
195
$22.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
38+ 1.32% |
$4.02K - $4.59K
|
2.91K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
38+ 6.11% |
$4.02K - $4.59K
|
660
$77.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
37+ 0.58% |
$3.91K - $4.47K
|
6.39K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
37+ 0.3% |
$3.91K - $4.47K
|
12.3K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
36+ 0.63% |
$3.81K - $4.35K
|
5.79K
$678K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
35+ 0.85% |
$3.7K - $4.23K
|
4.17K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
35+ 0.2% |
$3.7K - $4.23K
|
17.4K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35+ 0.53% |
$3.7K - $4.23K
|
6.59K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
35+ 0.34% |
$3.7K - $4.23K
|
10.5K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
35+ 8.6% |
$3.7K - $4.23K
|
442
$51.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
35+ 3.4% |
$3.7K - $4.23K
|
1.06K
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
35+ 16.91% |
$3.7K - $4.23K
|
242
$28.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$3.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
34+ 2.51% |
$3.6K - $4.11K
|
1.39K
$163K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
34New |
$3.6K - $4.11K
|
34
$3.98K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
33+ 1.15% |
$3.49K - $3.99K
|
2.89K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
33+ 1.76% |
$3.49K - $3.99K
|
1.91K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
33+ 5.62% |
$3.49K - $3.99K
|
620
$72.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 0.48% |
$3.49K - $3.99K
|
6.96K
$816K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
31+ 0.08% |
$3.28K - $3.74K
|
40.8K
$4.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
30+ 1.49% |
$3.17K - $3.62K
|
2.05K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$3.17K - $3.62K
|
30
$3.52K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
29+ 0.15% |
$3.07K - $3.5K
|
19K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
28+ 0.71% |
$2.96K - $3.38K
|
3.95K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
28+ 0.7% |
$2.96K - $3.38K
|
4.02K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27+ 1.05% |
$2.86K - $3.26K
|
2.6K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
27+ 0.5% |
$2.86K - $3.26K
|
5.45K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 6.34% |
$2.75K - $3.14K
|
436
$51.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
25+ 0.82% |
$2.64K - $3.02K
|
3.07K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 1.16% |
$2.64K - $3.02K
|
2.18K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25+ 0.21% |
$2.64K - $3.02K
|
12.2K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
25+ 1.0% |
$2.64K - $3.02K
|
2.53K
$297K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
24New |
$2.54K - $2.9K
|
24
$2.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
23+ 0.02% |
$2.43K - $2.78K
|
111K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.35% |
$2.43K - $2.78K
|
6.58K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
23+ 0.65% |
$2.43K - $2.78K
|
3.55K
$416K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
23New |
$2.43K - $2.78K
|
23
$2.69K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
22+ 0.93% |
$2.33K - $2.66K
|
2.4K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
22+ 1.07% |
$2.33K - $2.66K
|
2.07K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
22+ 1.75% |
$2.33K - $2.66K
|
1.28K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
22+ 0.77% |
$2.33K - $2.66K
|
2.88K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22+ 0.31% |
$2.33K - $2.66K
|
7.11K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21+ 0.39% |
$2.22K - $2.54K
|
5.36K
$628K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21+ 0.77% |
$2.22K - $2.54K
|
2.73K
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20+ 0.75% |
$2.12K - $2.42K
|
2.67K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
20New |
$2.12K - $2.42K
|
20
$2.34K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 20.62% |
$2.12K - $2.42K
|
117
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.1% |
$2.12K - $2.42K
|
20.2K
$2.37M
|