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 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.13K+ 7.06% |
$437K - $499K
|
62.7K
$7.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.1K+ 4.18% |
$434K - $495K
|
102K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.1K+ 1.37% |
$434K - $495K
|
304K
$34.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.04KNew |
$427K - $488K
|
4.04K
$465K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.99K+ 12.89% |
$422K - $482K
|
35K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.91K+ 18.73% |
$413K - $472K
|
24.8K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.76KNew |
$398K - $454K
|
3.76K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.74K+ 115.67% |
$395K - $451K
|
6.97K
$801K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.7KNew |
$392K - $447K
|
3.7K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3.64KNew |
$385K - $440K
|
3.64K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.59KNew |
$379K - $433K
|
3.59K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.58K+ 12.94% |
$379K - $432K
|
31.3K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.57KNew |
$377K - $431K
|
3.57K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.43KNew |
$362K - $414K
|
3.43K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.37KNew |
$357K - $407K
|
3.37K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
3.37KNew |
$357K - $407K
|
3.37K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.31K+ 9.08% |
$350K - $400K
|
39.8K
$4.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.31K+ 11.17% |
$350K - $400K
|
33K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 33.64% |
$350K - $399K
|
13.1K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.27KNew |
$346K - $395K
|
3.27K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.25K+ 8.11% |
$344K - $392K
|
43.3K
$4.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.25K+ 42.44% |
$344K - $392K
|
10.9K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.23K+ 5.2% |
$341K - $389K
|
65.2K
$7.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.21K+ 0.62% |
$339K - $387K
|
523K
$60.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.17K+ 14.87% |
$335K - $383K
|
24.5K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.15K+ 26.25% |
$333K - $380K
|
15.2K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.14K+ 10.91% |
$332K - $379K
|
31.9K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.14K+ 4.21% |
$332K - $379K
|
77.7K
$8.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3.1K+ 2.71% |
$328K - $374K
|
117K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.06KNew |
$324K - $370K
|
3.06K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3KNew |
$318K - $363K
|
3K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.97K+ 29.67% |
$314K - $359K
|
13K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.95KNew |
$312K - $356K
|
2.95K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.91KNew |
$308K - $351K
|
2.91K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.86K+ 1.34% |
$303K - $345K
|
216K
$24.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.78K+ 4.22% |
$294K - $336K
|
68.7K
$7.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.78KNew |
$293K - $335K
|
2.78K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.77K+ 10.4% |
$293K - $334K
|
29.4K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.76K+ 16.65% |
$292K - $334K
|
19.4K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.75KNew |
$291K - $332K
|
2.75K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.75KNew |
$291K - $332K
|
2.75K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.74KNew |
$290K - $331K
|
2.74K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.71K+ 5.48% |
$286K - $327K
|
52.1K
$5.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.7K+ 12.72% |
$286K - $326K
|
24K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.69K+ 4.86% |
$284K - $324K
|
57.9K
$6.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.67K+ 17.48% |
$282K - $322K
|
17.9K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
2.6K+ 3.58% |
$275K - $314K
|
75.2K
$8.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.55KNew |
$269K - $307K
|
2.55K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.53K+ 39.26% |
$267K - $305K
|
8.96K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.52KNew |
$267K - $305K
|
2.52K
$290K
|