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 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-776- 4.96% |
$82.1K - $93.7K
|
14.9K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-777- 4.17% |
$82.2K - $93.8K
|
17.9K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-800- 6.51% |
$84.6K - $96.6K
|
11.5K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-803- 21.29% |
$84.9K - $97K
|
2.97K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-818- 1.33% |
$86.5K - $98.8K
|
60.8K
$7.13M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-829- 1.75% |
$87.7K - $100K
|
46.6K
$5.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-830- 4.94% |
$87.8K - $100K
|
16K
$1.87M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-833- 2.74% |
$88.1K - $101K
|
29.6K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-835- 6.01% |
$88.3K - $101K
|
13.1K
$1.53M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-842- 2.44% |
$89K - $102K
|
33.7K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-860- 4.7% |
$91K - $104K
|
17.4K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-868- 0.52% |
$91.8K - $105K
|
167K
$19.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-873- 47.27% |
$92.3K - $105K
|
974
$114K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-874- 1.66% |
$92.4K - $106K
|
51.8K
$6.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-883- 7.63% |
$93.4K - $107K
|
10.7K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-885- 6.72% |
$93.6K - $107K
|
12.3K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-887- 2.05% |
$93.8K - $107K
|
42.4K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-894- 0.28% |
$94.5K - $108K
|
317K
$37.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-900- 5.63% |
$95.2K - $109K
|
15.1K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-905- 45.14% |
$95.7K - $109K
|
1.1K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-907- 19.22% |
$95.9K - $110K
|
3.81K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-908- 5.45% |
$96K - $110K
|
15.8K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-909- 3.14% |
$96.1K - $110K
|
28.1K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-916- 11.81% |
$96.9K - $111K
|
6.84K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-920- 2.02% |
$97.3K - $111K
|
44.6K
$5.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-920- 1.9% |
$97.3K - $111K
|
47.6K
$5.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-924- 6.34% |
$97.7K - $112K
|
13.7K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-925- 21.18% |
$97.8K - $112K
|
3.44K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-929- 10.45% |
$98.3K - $112K
|
7.96K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-934- 20.94% |
$98.8K - $113K
|
3.53K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-937- 1.53% |
$99.1K - $113K
|
60.3K
$7.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-941- 0.59% |
$99.5K - $114K
|
159K
$18.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-942- 3.08% |
$99.6K - $114K
|
29.7K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-949- 5.92% |
$100K - $115K
|
15.1K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-957- 19.2% |
$101K - $116K
|
4.03K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.65% |
$106K - $121K
|
36.8K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1K- 25.0% |
$106K - $121K
|
3K
$352K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.02K- 4.09% |
$108K - $123K
|
23.9K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 1.91% |
$109K - $125K
|
53.1K
$6.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.06K- 12.06% |
$112K - $127K
|
7.69K
$901K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.07K- 6.57% |
$113K - $129K
|
15.3K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.09K- 19.4% |
$115K - $131K
|
4.52K
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.1K- 7.38% |
$116K - $133K
|
13.8K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.1K- 2.92% |
$116K - $133K
|
36.6K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 6.61% |
$116K - $133K
|
15.5K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.11K- 4.74% |
$117K - $134K
|
22.3K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.11K- 8.68% |
$117K - $134K
|
11.7K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.11K- 5.61% |
$118K - $134K
|
18.7K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.11K- 3.35% |
$118K - $135K
|
32.2K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.12K- 26.54% |
$118K - $135K
|
3.09K
$362K
|