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 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-64- 0.55% |
$6.77K - $7.73K
|
11.5K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-64- 0.72% |
$6.77K - $7.73K
|
8.88K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-66- 13.89% |
$6.98K - $7.97K
|
409
$47.9K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-66- 2.82% |
$6.98K - $7.97K
|
2.28K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-66- 1.4% |
$6.98K - $7.97K
|
4.66K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-66- 6.43% |
$6.98K - $7.97K
|
961
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-67- 2.05% |
$7.09K - $8.09K
|
3.2K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-68- 1.13% |
$7.19K - $8.21K
|
5.95K
$697K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-69- 1.09% |
$7.3K - $8.33K
|
6.25K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-69- 0.82% |
$7.3K - $8.33K
|
8.35K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-70- 9.67% |
$7.4K - $8.45K
|
654
$76.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-70- 2.35% |
$7.4K - $8.45K
|
2.91K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 1.02% |
$7.4K - $8.45K
|
6.81K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-70- 2.67% |
$7.4K - $8.45K
|
2.55K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-70- 0.74% |
$7.4K - $8.45K
|
9.41K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-70- 0.56% |
$7.4K - $8.45K
|
12.3K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-70- 0.42% |
$7.4K - $8.45K
|
16.5K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-70- 1.89% |
$7.4K - $8.45K
|
3.63K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-71- 2.11% |
$7.51K - $8.57K
|
3.3K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-71- 0.36% |
$7.51K - $8.57K
|
19.5K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-72- 4.51% |
$7.61K - $8.69K
|
1.52K
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-72- 0.4% |
$7.61K - $8.69K
|
17.8K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-75- 2.29% |
$7.93K - $9.06K
|
3.2K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-75- 86.21% |
$7.93K - $9.06K
|
12
$1.41K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-77- 2.96% |
$8.14K - $9.3K
|
2.52K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-77- 3.3% |
$8.14K - $9.3K
|
2.26K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-79- 2.58% |
$8.36K - $9.54K
|
2.98K
$349K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-80- 3.77% |
$8.46K - $9.66K
|
2.04K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-80- 3.57% |
$8.46K - $9.66K
|
2.16K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-80- 4.04% |
$8.46K - $9.66K
|
1.9K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-81- 18.71% |
$8.57K - $9.78K
|
352
$41.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-81- 3.6% |
$8.57K - $9.78K
|
2.17K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-81- 1.34% |
$8.57K - $9.78K
|
5.97K
$700K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-82- 1.01% |
$8.67K - $9.9K
|
8.05K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-82- 0.14% |
$8.67K - $9.9K
|
57K
$6.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-83- 3.11% |
$8.78K - $10K
|
2.59K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-83- 1.81% |
$8.78K - $10K
|
4.52K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-84- 0.31% |
$8.88K - $10.1K
|
27.3K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-89- 2.16% |
$9.41K - $10.7K
|
4.02K
$471K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-90- 1.64% |
$9.52K - $10.9K
|
5.4K
$632K
|
|
|
Feb 05, 2025
Q4 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-90- 0.18% |
$9.52K - $10.9K
|
49.8K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-91- 22.09% |
$9.62K - $11K
|
321
$37.6K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-92- 0.95% |
$9.73K - $11.1K
|
9.55K
$1.12M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-93- 0.92% |
$9.84K - $11.2K
|
10K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-93- 1.98% |
$9.84K - $11.2K
|
4.6K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-94- 1.89% |
$9.94K - $11.4K
|
4.87K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-97- 6.29% |
$10.3K - $11.7K
|
1.45K
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97- 3.23% |
$10.3K - $11.7K
|
2.9K
$340K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-98- 0.82% |
$10.4K - $11.8K
|
11.8K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-99- 2.91% |
$10.5K - $12K
|
3.31K
$387K
|