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 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-99- 0.38% |
$10.5K - $12K
|
26.2K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-99- 2.9% |
$10.5K - $12K
|
3.31K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-100- 4.76% |
$10.6K - $12.1K
|
2K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-100- 2.23% |
$10.6K - $12.1K
|
4.39K
$514K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-100- 0.38% |
$10.6K - $12.1K
|
26K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-100- 0.81% |
$10.6K - $12.1K
|
12.3K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-101- 4.01% |
$10.7K - $12.2K
|
2.42K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-102- 0.74% |
$10.8K - $12.3K
|
13.7K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-103- 0.65% |
$10.9K - $12.4K
|
15.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-103- 3.04% |
$10.9K - $12.4K
|
3.29K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-106- 2.46% |
$11.2K - $12.8K
|
4.21K
$493K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-106- 2.92% |
$11.2K - $12.8K
|
3.52K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-106- 0.46% |
$11.2K - $12.8K
|
22.9K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-107- 2.3% |
$11.3K - $12.9K
|
4.56K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-107- 3.33% |
$11.3K - $12.9K
|
3.1K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-113- 1.3% |
$12K - $13.6K
|
8.55K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-113- 2.26% |
$12K - $13.6K
|
4.88K
$572K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-114- 5.97% |
$12.1K - $13.8K
|
1.8K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-117- 1.22% |
$12.4K - $14.1K
|
9.51K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-117- 0.89% |
$12.4K - $14.1K
|
13K
$1.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-118- 5.05% |
$12.5K - $14.2K
|
2.22K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-119- 1.27% |
$12.6K - $14.4K
|
9.25K
$1.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-121- 1.88% |
$12.8K - $14.6K
|
6.31K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-121- 4.29% |
$12.8K - $14.6K
|
2.7K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-122- 2.94% |
$12.9K - $14.7K
|
4.03K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-122- 0.57% |
$12.9K - $14.7K
|
21.1K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-125- 2.84% |
$13.2K - $15.1K
|
4.28K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-125- 2.03% |
$13.2K - $15.1K
|
6.02K
$706K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-127- 1.32% |
$13.4K - $15.3K
|
9.47K
$1.11M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-128- 1.14% |
$13.5K - $15.5K
|
11.1K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-128- 1.2% |
$13.5K - $15.5K
|
10.6K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-128- 2.22% |
$13.5K - $15.5K
|
5.64K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-128- 4.36% |
$13.5K - $15.5K
|
2.81K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-130- 17.86% |
$13.7K - $15.7K
|
598
$70.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-131- 1.96% |
$13.9K - $15.8K
|
6.55K
$767K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-132- 5.51% |
$14K - $15.9K
|
2.26K
$265K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-132- 7.16% |
$14K - $15.9K
|
1.71K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-133- 4.81% |
$14.1K - $16.1K
|
2.63K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-135- 0.53% |
$14.3K - $16.3K
|
25.5K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-135- 0.72% |
$14.3K - $16.3K
|
18.5K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-140- 0.93% |
$14.8K - $16.9K
|
14.9K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-144- 4.47% |
$15.2K - $17.4K
|
3.08K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-145- 2.89% |
$15.3K - $17.5K
|
4.86K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-145- 5.51% |
$15.3K - $17.5K
|
2.49K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 1.74% |
$15.5K - $17.8K
|
8.28K
$971K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-151- 4.41% |
$16K - $18.2K
|
3.28K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-154- 3.73% |
$16.3K - $18.6K
|
3.97K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-154- 1.6% |
$16.3K - $18.6K
|
9.49K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-156- 5.9% |
$16.5K - $18.8K
|
2.49K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-157- 1.05% |
$16.6K - $19K
|
14.8K
$1.73M
|