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 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
20+ 0.94% |
$2.12K - $2.42K
|
2.15K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 0.38% |
$2.01K - $2.29K
|
5.06K
$593K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 1.62% |
$2.01K - $2.29K
|
1.19K
$140K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.52% |
$1.9K - $2.17K
|
3.48K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
18+ 0.36% |
$1.9K - $2.17K
|
5.07K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17+ 0.45% |
$1.8K - $2.05K
|
3.8K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
17+ 0.89% |
$1.8K - $2.05K
|
1.93K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
17+ 0.84% |
$1.8K - $2.05K
|
2.05K
$240K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.5% |
$1.8K - $2.05K
|
3.44K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.77% |
$1.69K - $1.93K
|
2.1K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.7% |
$1.69K - $1.93K
|
2.31K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15+ 0.62% |
$1.59K - $1.81K
|
2.44K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
15New |
$1.59K - $1.81K
|
15
$1.76K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 155.56% |
$1.48K - $1.69K
|
23
$2.69K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.29% |
$1.48K - $1.69K
|
4.9K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
14+ 0.26% |
$1.48K - $1.69K
|
5.33K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
14+ 0.58% |
$1.48K - $1.69K
|
2.42K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14+ 0.18% |
$1.48K - $1.69K
|
7.59K
$890K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.07% |
$1.37K - $1.57K
|
18.8K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13+ 0.49% |
$1.37K - $1.57K
|
2.69K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.37K - $1.57K
|
2.64K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
13+ 0.48% |
$1.37K - $1.57K
|
2.7K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
12+ 1.0% |
$1.27K - $1.45K
|
1.22K
$142K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.49% |
$1.27K - $1.45K
|
2.48K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 2.7% |
$1.16K - $1.33K
|
419
$49.1K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11+ 64.71% |
$1.16K - $1.33K
|
28
$3.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 0.17% |
$1.06K - $1.21K
|
6.05K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10+ 0.41% |
$1.06K - $1.21K
|
2.46K
$288K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 0.27% |
$1.06K - $1.21K
|
3.76K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
9+ 0.43% |
$952 - $1.09K
|
2.1K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9+ 0.83% |
$952 - $1.09K
|
1.1K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9+ 0.06% |
$952 - $1.09K
|
13.9K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9+ 0.18% |
$952 - $1.09K
|
5.14K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
9+ 0.43% |
$952 - $1.09K
|
2.09K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
8+ 0.07% |
$846 - $966
|
10.8K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8+ 0.1% |
$846 - $966
|
8.13K
$953K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
8+ 0.18% |
$846 - $966
|
4.5K
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8+ 0.08% |
$846 - $966
|
9.87K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
8New |
$846 - $966
|
8
$937
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
8+ 0.22% |
$846 - $966
|
3.61K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
8+ 0.1% |
$846 - $966
|
8.16K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
8+ 4.37% |
$846 - $966
|
191
$22.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.72% |
$740 - $845
|
977
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
7+ 7.0% |
$740 - $845
|
107
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
7+ 0.21% |
$740 - $845
|
3.37K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
7+ 0.04% |
$740 - $845
|
17.6K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7+ 0.05% |
$740 - $845
|
13K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7+ 0.01% |
$740 - $845
|
69.3K
$8.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.08% |
$740 - $845
|
8.71K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$635 - $725
|
2.29K
$269K
|