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 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-350- 9.01% |
$37K - $42.3K
|
3.54K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-351- 0.53% |
$37.1K - $42.4K
|
66.4K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-354- 2.33% |
$37.4K - $42.7K
|
14.8K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-355- 12.2% |
$37.5K - $42.9K
|
2.56K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-357- 6.66% |
$37.8K - $43.1K
|
5K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-358- 1.1% |
$37.9K - $43.2K
|
32.3K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-360- 2.19% |
$38.1K - $43.5K
|
16.1K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-362- 0.97% |
$38.3K - $43.7K
|
36.9K
$4.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-364- 4.3% |
$38.5K - $44K
|
8.1K
$949K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-364- 11.13% |
$38.5K - $44K
|
2.91K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-370- 3.2% |
$39.1K - $44.7K
|
11.2K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-371- 7.36% |
$39.2K - $44.8K
|
4.67K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-373- 2.2% |
$39.4K - $45K
|
16.6K
$1.95M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-376- 2.61% |
$39.8K - $45.4K
|
14.1K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-378- 2.25% |
$40K - $45.6K
|
16.4K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-384- 2.21% |
$40.6K - $46.4K
|
17K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-386- 2.75% |
$40.8K - $46.6K
|
13.7K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-392- 13.27% |
$41.5K - $47.3K
|
2.56K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-400- 15.09% |
$42.3K - $48.3K
|
2.25K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-405- 9.76% |
$42.8K - $48.9K
|
3.74K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-412- 2.75% |
$43.6K - $49.8K
|
14.6K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-412- 12.55% |
$43.6K - $49.8K
|
2.87K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-414- 8.88% |
$43.8K - $50K
|
4.25K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-418- 4.92% |
$44.2K - $50.5K
|
8.07K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-419- 1.31% |
$44.3K - $50.6K
|
31.6K
$3.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-421- 2.32% |
$44.5K - $50.8K
|
17.7K
$2.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-426- 1.8% |
$45.1K - $51.4K
|
23.2K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-426- 3.19% |
$45.1K - $51.4K
|
12.9K
$1.51M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-436- 1.44% |
$46.1K - $52.7K
|
29.8K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-437- 11.89% |
$46.2K - $52.8K
|
3.24K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-440- 9.85% |
$46.5K - $53.1K
|
4.03K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-442- 55.46% |
$46.7K - $53.4K
|
355
$41.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-444- 0.8% |
$47K - $53.6K
|
55K
$6.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-446- 12.48% |
$47.2K - $53.9K
|
3.13K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-456- 5.39% |
$48.2K - $55.1K
|
8K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-459- 1.8% |
$48.5K - $55.4K
|
25K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-462- 3.18% |
$48.9K - $55.8K
|
14.1K
$1.65M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-463- 8.96% |
$49K - $55.9K
|
4.7K
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-464- 19.88% |
$49.1K - $56K
|
1.87K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-477- 0.57% |
$50.4K - $57.6K
|
83K
$9.73M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-480- 0.14% |
$50.8K - $58K
|
355K
$41.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-482- 1.02% |
$51K - $58.2K
|
46.6K
$5.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-483- 0.63% |
$51.1K - $58.3K
|
75.9K
$8.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-486- 12.07% |
$51.4K - $58.7K
|
3.54K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-489- 6.65% |
$51.7K - $59.1K
|
6.86K
$804K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-491- 5.79% |
$51.9K - $59.3K
|
7.99K
$936K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-494- 84.44% |
$52.2K - $59.7K
|
91
$10.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-497- 8.95% |
$52.6K - $60K
|
5.05K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-498- 0.16% |
$52.7K - $60.1K
|
320K
$37.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-499- 2.02% |
$52.8K - $60.3K
|
24.2K
$2.84M
|