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 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-561- 2.52% |
$59.3K - $67.7K
|
21.7K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-576- 17.51% |
$60.9K - $69.6K
|
2.71K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-579- 7.25% |
$61.2K - $69.9K
|
7.41K
$829K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-584- 2.28% |
$61.8K - $70.5K
|
25K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-588- 0.83% |
$62.2K - $71K
|
70.1K
$7.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-589- 10.51% |
$62.3K - $71.1K
|
5.01K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-592- 89.83% |
$62.6K - $71.5K
|
67
$7.49K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.29% |
$63.5K - $72.5K
|
210K
$23.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-604- 1.89% |
$63.9K - $72.9K
|
31.3K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-616- 2.1% |
$65.1K - $74.4K
|
28.7K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-620- 5.2% |
$65.6K - $74.9K
|
11.3K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-626- 4.79% |
$66.2K - $75.6K
|
12.4K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-631- 6.75% |
$66.7K - $76.2K
|
8.72K
$975K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-631- 21.64% |
$66.7K - $76.2K
|
2.29K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-632- 8.66% |
$66.8K - $76.3K
|
6.67K
$746K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-648- 15.36% |
$68.5K - $78.3K
|
3.57K
$399K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-650- 16.42% |
$68.7K - $78.5K
|
3.31K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-661- 12.88% |
$69.9K - $79.8K
|
4.47K
$500K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-664- 9.92% |
$70.2K - $80.2K
|
6.03K
$674K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-666- 9.62% |
$70.4K - $80.4K
|
6.26K
$699K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-667- 13.77% |
$70.5K - $80.5K
|
4.18K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-676- 6.62% |
$71.5K - $81.6K
|
9.53K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-685- 10.76% |
$72.4K - $82.7K
|
5.68K
$635K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-692- 3.29% |
$73.2K - $83.6K
|
20.4K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-694- 14.2% |
$73.4K - $83.8K
|
4.19K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-700- 7.99% |
$74K - $84.5K
|
8.06K
$901K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-701- 7.46% |
$74.1K - $84.7K
|
8.7K
$972K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-716- 1.15% |
$75.7K - $86.5K
|
61.6K
$6.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-719- 5.58% |
$76K - $86.8K
|
12.2K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-722- 19.09% |
$76.4K - $87.2K
|
3.06K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-723- 5.75% |
$76.5K - $87.3K
|
11.8K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-727- 1.75% |
$76.9K - $87.8K
|
40.8K
$4.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-731- 1.36% |
$77.3K - $88.3K
|
53.1K
$5.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-776- 4.96% |
$82.1K - $93.7K
|
14.9K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-777- 4.17% |
$82.2K - $93.8K
|
17.9K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-800- 6.51% |
$84.6K - $96.6K
|
11.5K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-803- 21.29% |
$84.9K - $97K
|
2.97K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-818- 1.33% |
$86.5K - $98.8K
|
60.8K
$6.8M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-829- 1.75% |
$87.7K - $100K
|
46.6K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-830- 4.94% |
$87.8K - $100K
|
16K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-835- 6.01% |
$88.3K - $101K
|
13.1K
$1.46M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-842- 2.44% |
$89K - $102K
|
33.7K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-860- 4.7% |
$91K - $104K
|
17.4K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-868- 0.52% |
$91.8K - $105K
|
167K
$18.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-873- 47.27% |
$92.3K - $105K
|
974
$109K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-874- 1.66% |
$92.4K - $106K
|
51.8K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-883- 7.63% |
$93.4K - $107K
|
10.7K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-885- 6.72% |
$93.6K - $107K
|
12.3K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-887- 2.05% |
$93.8K - $107K
|
42.4K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-894- 0.28% |
$94.5K - $108K
|
317K
$35.4M
|