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 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-500- 11.63% |
$52.9K - $60.4K
|
3.8K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-503- 14.08% |
$53.2K - $60.7K
|
3.07K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-505- 0.81% |
$53.4K - $61K
|
61.6K
$7.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-510- 2.37% |
$53.9K - $61.6K
|
21K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-512- 1.24% |
$54.1K - $61.8K
|
40.9K
$4.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-516- 0.99% |
$54.6K - $62.3K
|
51.5K
$6.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-516- 2.0% |
$54.6K - $62.3K
|
25.3K
$2.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-518- 10.57% |
$54.8K - $62.6K
|
4.38K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-518- 0.69% |
$54.8K - $62.6K
|
74.7K
$8.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-537- 5.92% |
$56.8K - $64.8K
|
8.53K
$999K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-540- 3.5% |
$57.1K - $65.2K
|
14.9K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-549- 2.48% |
$58.1K - $66.3K
|
21.6K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-551- 90.92% |
$58.3K - $66.5K
|
55
$6.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-561- 2.52% |
$59.3K - $67.7K
|
21.7K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-576- 17.51% |
$60.9K - $69.6K
|
2.71K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-579- 7.25% |
$61.2K - $69.9K
|
7.41K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-584- 2.28% |
$61.8K - $70.5K
|
25K
$2.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-588- 0.83% |
$62.2K - $71K
|
70.1K
$8.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-589- 10.51% |
$62.3K - $71.1K
|
5.01K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-592- 89.83% |
$62.6K - $71.5K
|
67
$7.85K
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-596- 4.43% |
$63K - $72K
|
12.8K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.29% |
$63.5K - $72.5K
|
210K
$24.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-604- 1.89% |
$63.9K - $72.9K
|
31.3K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-616- 2.1% |
$65.1K - $74.4K
|
28.7K
$3.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-620- 5.2% |
$65.6K - $74.9K
|
11.3K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-626- 4.79% |
$66.2K - $75.6K
|
12.4K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-631- 6.75% |
$66.7K - $76.2K
|
8.72K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-631- 21.64% |
$66.7K - $76.2K
|
2.29K
$268K
|
|
|
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
$782K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-648- 15.36% |
$68.5K - $78.3K
|
3.57K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-650- 16.42% |
$68.7K - $78.5K
|
3.31K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-661- 12.88% |
$69.9K - $79.8K
|
4.47K
$524K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-664- 9.92% |
$70.2K - $80.2K
|
6.03K
$706K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-666- 9.62% |
$70.4K - $80.4K
|
6.26K
$733K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-667- 13.77% |
$70.5K - $80.5K
|
4.18K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-676- 6.62% |
$71.5K - $81.6K
|
9.53K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-685- 10.76% |
$72.4K - $82.7K
|
5.68K
$666K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-692- 3.29% |
$73.2K - $83.6K
|
20.4K
$2.39M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-692- 3.29% |
$73.2K - $83.6K
|
20.4K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-694- 14.2% |
$73.4K - $83.8K
|
4.19K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-700- 7.99% |
$74K - $84.5K
|
8.06K
$944K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-701- 7.46% |
$74.1K - $84.7K
|
8.7K
$1.02M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-714- 9.73% |
$75.5K - $86.2K
|
6.63K
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-716- 1.15% |
$75.7K - $86.5K
|
61.6K
$7.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-719- 5.58% |
$76K - $86.8K
|
12.2K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-722- 19.09% |
$76.4K - $87.2K
|
3.06K
$359K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-723- 5.75% |
$76.5K - $87.3K
|
11.8K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-727- 1.75% |
$76.9K - $87.8K
|
40.8K
$4.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-731- 1.36% |
$77.3K - $88.3K
|
53.1K
$6.22M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-767- 13.16% |
$81.1K - $92.6K
|
5.06K
$593K
|