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
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-158- 0.34% |
$16.7K - $19.1K
|
46K
$5.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-160- 5.05% |
$16.9K - $19.3K
|
3.01K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-161- 2.78% |
$17K - $19.4K
|
5.64K
$660K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-163- 1.78% |
$17.2K - $19.7K
|
8.97K
$1.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-165- 3.17% |
$17.5K - $19.9K
|
5.04K
$590K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-165- 0.09% |
$17.5K - $19.9K
|
174K
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-165- 1.47% |
$17.5K - $19.9K
|
11.1K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-167- 1.79% |
$17.7K - $20.2K
|
9.14K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-167- 1.96% |
$17.7K - $20.2K
|
8.35K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-168- 3.87% |
$17.8K - $20.3K
|
4.17K
$488K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-170- 7.73% |
$18K - $20.5K
|
2.03K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-172- 4.9% |
$18.2K - $20.8K
|
3.34K
$391K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-173- 0.18% |
$18.3K - $20.9K
|
93.5K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-177- 7.84% |
$18.7K - $21.4K
|
2.08K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-179- 3.55% |
$18.9K - $21.6K
|
4.87K
$571K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-181- 13.62% |
$19.1K - $21.9K
|
1.15K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-183- 0.39% |
$19.4K - $22.1K
|
46.7K
$5.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-184- 2.68% |
$19.5K - $22.2K
|
6.69K
$784K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-185- 1.59% |
$19.6K - $22.3K
|
11.5K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-185- 9.18% |
$19.6K - $22.3K
|
1.83K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-187- 0.95% |
$19.8K - $22.6K
|
19.5K
$2.29M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-187- 4.64% |
$19.8K - $22.6K
|
3.84K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-188- 0.86% |
$19.9K - $22.7K
|
21.6K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-190- 21.79% |
$20.1K - $22.9K
|
682
$79.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-190- 0.38% |
$20.1K - $22.9K
|
49.5K
$5.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-192- 1.74% |
$20.3K - $23.2K
|
10.9K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-193- 1.24% |
$20.4K - $23.3K
|
15.4K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-193- 1.07% |
$20.4K - $23.3K
|
17.8K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-197- 5.08% |
$20.8K - $23.8K
|
3.68K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-197- 5.64% |
$20.8K - $23.8K
|
3.3K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-199- 1.05% |
$21K - $24K
|
18.7K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-200- 6.7% |
$21.2K - $24.2K
|
2.79K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-200- 0.02% |
$21.2K - $24.2K
|
837K
$98.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-207- 2.95% |
$21.9K - $25K
|
6.81K
$798K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-210- 4.0% |
$22.2K - $25.4K
|
5.04K
$591K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-211- 1.3% |
$22.3K - $25.5K
|
16K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-212- 0.75% |
$22.4K - $25.6K
|
28.1K
$3.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-212- 5.8% |
$22.4K - $25.6K
|
3.45K
$404K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-212- 5.34% |
$22.4K - $25.6K
|
3.76K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-215- 15.31% |
$22.7K - $26K
|
1.19K
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-215- 1.78% |
$22.7K - $26K
|
11.9K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-216- 7.3% |
$22.8K - $26.1K
|
2.74K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-216- 53.33% |
$22.8K - $26.1K
|
189
$22.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-217- 6.29% |
$22.9K - $26.2K
|
3.23K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-218- 3.3% |
$23.1K - $26.3K
|
6.4K
$750K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-218- 1.67% |
$23.1K - $26.3K
|
12.9K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-221- 5.53% |
$23.4K - $26.7K
|
3.78K
$443K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-222- 0.7% |
$23.5K - $26.8K
|
31.4K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-223- 26.24% |
$23.6K - $26.9K
|
627
$73.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-225- 4.62% |
$23.8K - $27.2K
|
4.64K
$544K
|