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 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.2KNew |
$1.93M - $2.2M
|
18.2K
$2.14M
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
18.2KNew |
$1.93M - $2.2M
|
18.2K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
17.8K+ 8.02% |
$1.89M - $2.15M
|
240K
$28.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$1.82M - $2.08M
|
17.2K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
17.1K+ 16.31% |
$1.81M - $2.06M
|
122K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
17K+ 14.17% |
$1.8M - $2.05M
|
137K
$16.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
16.4K+ 24.32% |
$1.73M - $1.98M
|
83.6K
$9.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.2K+ 1.07% |
$1.71M - $1.95M
|
1.52M
$178M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
16.1K+ 13.64% |
$1.7M - $1.94M
|
134K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
16KNew |
$1.7M - $1.94M
|
16K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
15.9K+ 12.94% |
$1.68M - $1.92M
|
139K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.9KNew |
$1.68M - $1.91M
|
15.9K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
15.5KNew |
$1.64M - $1.87M
|
15.5K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
15.4KNew |
$1.63M - $1.87M
|
15.4K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.4K+ 30.45% |
$1.63M - $1.86M
|
66K
$7.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
14.8K+ 105.17% |
$1.56M - $1.78M
|
28.8K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
14.5KNew |
$1.54M - $1.75M
|
14.5K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.6K+ 67.77% |
$1.44M - $1.64M
|
33.7K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 3.12% |
$1.42M - $1.62M
|
444K
$52.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
13.3K+ 55.51% |
$1.41M - $1.61M
|
37.3K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.2K+ 13.01% |
$1.4M - $1.6M
|
115K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 9.56% |
$1.4M - $1.6M
|
152K
$17.8M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
13KNew |
$1.37M - $1.56M
|
13K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
$1.36M - $1.55M
|
12.9K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
12.5KNew |
$1.33M - $1.51M
|
12.5K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
12.4K+ 565.5% |
$1.32M - $1.5M
|
14.6K
$1.72M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
12.4KNew |
$1.31M - $1.5M
|
12.4K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$1.21M - $1.38M
|
11.4K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
11.2K+ 31.56% |
$1.18M - $1.35M
|
46.7K
$5.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2K+ 12.33% |
$1.18M - $1.35M
|
102K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.1K+ 3.07% |
$1.17M - $1.34M
|
373K
$43.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 1.56% |
$1.17M - $1.33M
|
717K
$84M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.9K+ 5.01% |
$1.16M - $1.32M
|
230K
$26.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
10.9KNew |
$1.15M - $1.32M
|
10.9K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.8K+ 121.57% |
$1.14M - $1.31M
|
19.7K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.8K+ 19.58% |
$1.14M - $1.31M
|
66K
$7.74M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
10.8KNew |
$1.14M - $1.3M
|
10.8K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.7K+ 12.58% |
$1.13M - $1.29M
|
95.6K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
10.6KNew |
$1.12M - $1.28M
|
10.6K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10.6KNew |
$1.12M - $1.28M
|
10.6K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
10.4K+ 14.09% |
$1.1M - $1.26M
|
84.5K
$9.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
10.3KNew |
$1.09M - $1.25M
|
10.3K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.2K+ 6.52% |
$1.08M - $1.24M
|
167K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
10KNew |
$1.06M - $1.21M
|
10K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.86K+ 416.57% |
$1.04M - $1.19M
|
12.2K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
9.74KNew |
$1.03M - $1.18M
|
9.74K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
9.73K+ 79.29% |
$1.03M - $1.17M
|
22K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
9.72KNew |
$1.03M - $1.17M
|
9.72K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.6KNew |
$1.01M - $1.16M
|
9.6K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.59K+ 27.96% |
$1.01M - $1.16M
|
43.9K
$5.15M
|