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 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.51K+ 69.68% |
$266K - $303K
|
6.12K
$703K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.5KNew |
$264K - $302K
|
2.5K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.5K+ 7.31% |
$264K - $302K
|
36.7K
$4.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 23.61% |
$263K - $301K
|
13K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.49KNew |
$263K - $301K
|
2.49K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.48K+ 7.19% |
$262K - $299K
|
37K
$4.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.44K+ 70.24% |
$258K - $295K
|
5.91K
$680K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.42KNew |
$256K - $292K
|
2.42K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.4KNew |
$254K - $290K
|
2.4K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.39K+ 0.59% |
$253K - $289K
|
411K
$47.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.39K+ 2.76% |
$253K - $289K
|
88.9K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.39KNew |
$252K - $288K
|
2.39K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.33KNew |
$247K - $281K
|
2.33K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.3K+ 5.31% |
$243K - $278K
|
45.6K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.29K+ 5.05% |
$242K - $276K
|
47.5K
$5.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.25K+ 30.94% |
$238K - $272K
|
9.54K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.24K+ 13.16% |
$237K - $270K
|
19.2K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.21K+ 4.99% |
$234K - $267K
|
46.6K
$5.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.21K+ 5.22% |
$233K - $266K
|
44.5K
$5.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$232K - $265K
|
2.19K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 21.79% |
$228K - $260K
|
12.1K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.14K+ 9.38% |
$227K - $259K
|
25K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.11KNew |
$223K - $254K
|
2.11K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.1KNew |
$222K - $254K
|
2.1K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.1KNew |
$222K - $254K
|
2.1K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 1.0% |
$221K - $252K
|
211K
$24.3M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
2.08KNew |
$220K - $252K
|
2.08K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.05KNew |
$217K - $248K
|
2.05K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.05KNew |
$217K - $248K
|
2.05K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$216K - $246K
|
2.04K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.04K+ 3.74% |
$216K - $246K
|
56.5K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.02KNew |
$213K - $244K
|
2.02K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.01K+ 19.37% |
$212K - $242K
|
12.4K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.99K+ 5.06% |
$211K - $241K
|
41.4K
$4.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.97KNew |
$209K - $238K
|
1.97K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$208K - $237K
|
1.96K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.96K+ 62.17% |
$207K - $237K
|
5.11K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.93KNew |
$204K - $233K
|
1.93K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.92K+ 28.9% |
$203K - $231K
|
8.55K
$983K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.91K+ 41.47% |
$201K - $230K
|
6.5K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.9K+ 49.28% |
$201K - $230K
|
5.77K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 1.02% |
$201K - $230K
|
188K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.9K+ 22.3% |
$201K - $229K
|
10.4K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.89KNew |
$200K - $228K
|
1.89K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.87KNew |
$198K - $226K
|
1.87K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.86K+ 58.18% |
$197K - $225K
|
5.06K
$582K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.86K+ 7.6% |
$197K - $224K
|
26.3K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.85K+ 24.94% |
$196K - $223K
|
9.26K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.83K+ 15.19% |
$193K - $221K
|
13.8K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.81K+ 7.7% |
$192K - $219K
|
25.4K
$2.92M
|