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 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-33- 1.1% |
$3.49K - $3.99K
|
2.98K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-33- 1.62% |
$3.49K - $3.99K
|
2K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 10.96% |
$3.49K - $3.99K
|
268
$31.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-33- 1.03% |
$3.49K - $3.99K
|
3.16K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-33- 1.73% |
$3.49K - $3.99K
|
1.88K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-33- 0.54% |
$3.49K - $3.99K
|
6.09K
$714K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-35- 0.43% |
$3.7K - $4.23K
|
8.01K
$939K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35- 0.08% |
$3.7K - $4.23K
|
42.4K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-35- 0.93% |
$3.7K - $4.23K
|
3.73K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 0.75% |
$3.81K - $4.35K
|
4.77K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-36- 0.27% |
$3.81K - $4.35K
|
13.2K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-38- 7.34% |
$4.02K - $4.59K
|
480
$56.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-38- 0.55% |
$4.02K - $4.59K
|
6.87K
$805K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-39- 0.19% |
$4.12K - $4.71K
|
20.8K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-40- 1.21% |
$4.23K - $4.83K
|
3.26K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-40- 0.49% |
$4.23K - $4.83K
|
8.08K
$946K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-42- 0.98% |
$4.44K - $5.07K
|
4.23K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-42- 1.26% |
$4.44K - $5.07K
|
3.3K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-43- 0.46% |
$4.55K - $5.19K
|
9.34K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-45- 1.12% |
$4.76K - $5.43K
|
3.98K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45- 1.37% |
$4.76K - $5.43K
|
3.23K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-46- 1.95% |
$4.86K - $5.55K
|
2.31K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-49- 1.94% |
$5.18K - $5.92K
|
2.47K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-49- 1.11% |
$5.18K - $5.92K
|
4.36K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-50- 0.9% |
$5.29K - $6.04K
|
5.53K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.43% |
$5.29K - $6.04K
|
11.5K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 0.16% |
$5.29K - $6.04K
|
32.1K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-50- 2.08% |
$5.29K - $6.04K
|
2.36K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 1.83% |
$5.29K - $6.04K
|
2.69K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-50- 4.05% |
$5.29K - $6.04K
|
1.19K
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-51- 0.71% |
$5.39K - $6.16K
|
7.1K
$832K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-52- 0.38% |
$5.5K - $6.28K
|
13.5K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-53- 0.19% |
$5.61K - $6.4K
|
27.4K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-54- 0.55% |
$5.71K - $6.52K
|
9.74K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-56- 1.39% |
$5.92K - $6.76K
|
3.98K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-56- 1.69% |
$5.92K - $6.76K
|
3.27K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-57- 0.28% |
$6.03K - $6.88K
|
19.9K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-57- 0.23% |
$6.03K - $6.88K
|
24.8K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-57- 0.72% |
$6.03K - $6.88K
|
7.85K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-58- 0.78% |
$6.13K - $7K
|
7.41K
$868K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-59- 0.3% |
$6.24K - $7.12K
|
19.7K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-59- 2.21% |
$6.24K - $7.12K
|
2.61K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-59- 1.08% |
$6.24K - $7.12K
|
5.4K
$633K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-60- 10.71% |
$6.35K - $7.25K
|
500
$58.6K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-60- 0.39% |
$6.35K - $7.25K
|
15.1K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-61- 2.52% |
$6.45K - $7.37K
|
2.36K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-61- 2.97% |
$6.45K - $7.37K
|
2K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-62- 0.94% |
$6.56K - $7.49K
|
6.53K
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-64- 0.58% |
$6.77K - $7.73K
|
10.9K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-64- 0.33% |
$6.77K - $7.73K
|
19.3K
$2.27M
|