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 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3- 0.01% |
$317 - $362
|
32.6K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3- 0.22% |
$317 - $362
|
1.33K
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 4.71% |
$423 - $483
|
81
$9.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 23.53% |
$423 - $483
|
13
$1.52K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5- 0.09% |
$529 - $604
|
5.76K
$675K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-5- 0.21% |
$529 - $604
|
2.41K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
SELL
|
- |
-5- 0.05% |
$529 - $604
|
10.3K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6- 0.07% |
$635 - $725
|
8.46K
$991K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.34% |
$740 - $845
|
2.04K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7- 0.15% |
$740 - $845
|
4.53K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8- 0.22% |
$846 - $966
|
3.59K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.18% |
$846 - $966
|
4.43K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-9- 0.25% |
$952 - $1.09K
|
3.59K
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10- 0.4% |
$1.06K - $1.21K
|
2.48K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10- 0.07% |
$1.06K - $1.21K
|
13.7K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-10- 0.37% |
$1.06K - $1.21K
|
2.68K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-11- 0.43% |
$1.16K - $1.33K
|
2.53K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-12- 0.36% |
$1.27K - $1.45K
|
3.3K
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-14- 0.41% |
$1.48K - $1.69K
|
3.44K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-14- 0.22% |
$1.48K - $1.69K
|
6.22K
$729K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 1.02% |
$1.8K - $2.05K
|
1.65K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-17- 0.23% |
$1.8K - $2.05K
|
7.38K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-17- 6.61% |
$1.8K - $2.05K
|
240
$28.1K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-17- 0.51% |
$1.8K - $2.05K
|
3.34K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-17- 6.61% |
$1.8K - $2.05K
|
240
$28.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-18- 0.69% |
$1.9K - $2.17K
|
2.6K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-19- 0.97% |
$2.01K - $2.29K
|
1.93K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-19- 0.92% |
$2.01K - $2.29K
|
2.05K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-20- 0.79% |
$2.12K - $2.42K
|
2.51K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-22- 0.23% |
$2.33K - $2.66K
|
9.64K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-23- 0.25% |
$2.43K - $2.78K
|
9.03K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-23- 0.99% |
$2.43K - $2.78K
|
2.29K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-23- 0.47% |
$2.43K - $2.78K
|
4.85K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-23- 0.7% |
$2.43K - $2.78K
|
3.26K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-24- 0.47% |
$2.54K - $2.9K
|
5.03K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24- 0.23% |
$2.54K - $2.9K
|
10.5K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-25- 0.49% |
$2.64K - $3.02K
|
5.05K
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-25- 1.26% |
$2.64K - $3.02K
|
1.97K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-25- 0.76% |
$2.64K - $3.02K
|
3.27K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-26- 0.43% |
$2.75K - $3.14K
|
6.06K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-26- 0.44% |
$2.75K - $3.14K
|
5.89K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-29- 1.84% |
$3.07K - $3.5K
|
1.55K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-30- 0.24% |
$3.17K - $3.62K
|
12.4K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-30- 0.24% |
$3.17K - $3.62K
|
12.2K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-30- 0.66% |
$3.17K - $3.62K
|
4.53K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 4.97% |
$3.17K - $3.62K
|
574
$67.3K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-31- 1.88% |
$3.28K - $3.74K
|
1.62K
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-32- 1.13% |
$3.38K - $3.86K
|
2.81K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-32- 0.66% |
$3.38K - $3.86K
|
4.82K
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-33- 0.18% |
$3.49K - $3.99K
|
18K
$2.11M
|