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
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.81K+ 3.66% |
$191K - $218K
|
51.3K
$5.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.78KNew |
$188K - $215K
|
1.78K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.78K+ 50.37% |
$188K - $215K
|
5.32K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.75KNew |
$185K - $211K
|
1.75K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.75K+ 28.06% |
$185K - $211K
|
7.98K
$917K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.75K+ 56.14% |
$185K - $211K
|
4.86K
$558K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.73K+ 0.13% |
$183K - $209K
|
1.36M
$156M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.72K+ 17.43% |
$182K - $207K
|
11.6K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 15.26% |
$179K - $204K
|
12.8K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.68K+ 2.53% |
$178K - $203K
|
68K
$7.82M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.66K+ 22.89% |
$176K - $200K
|
8.91K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.66K+ 13.86% |
$175K - $200K
|
13.6K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.65K+ 55.65% |
$175K - $199K
|
4.62K
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 9.6% |
$173K - $198K
|
18.7K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.64KNew |
$173K - $198K
|
1.64K
$188K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.63K+ 11.74% |
$172K - $197K
|
15.5K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.62K+ 485.93% |
$172K - $196K
|
1.96K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.62K+ 10.01% |
$171K - $196K
|
17.8K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.58K+ 36.32% |
$167K - $190K
|
5.91K
$680K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.54K+ 68.41% |
$163K - $186K
|
3.8K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.53K+ 4.22% |
$162K - $185K
|
37.8K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.5K+ 17.98% |
$159K - $181K
|
9.85K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.48K+ 0.81% |
$157K - $179K
|
184K
$21.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.48K+ 8.17% |
$157K - $179K
|
19.6K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.48K+ 5.0% |
$157K - $179K
|
31.1K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.47K+ 70.49% |
$155K - $177K
|
3.55K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.46K+ 54.75% |
$154K - $176K
|
4.12K
$474K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.45K+ 62.04% |
$153K - $175K
|
3.78K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.44K+ 11.36% |
$152K - $173K
|
14.1K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.43K+ 1.69% |
$152K - $173K
|
86.5K
$9.94M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.42K+ 17.12% |
$150K - $172K
|
9.74K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 9.69% |
$149K - $170K
|
15.9K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.4KNew |
$148K - $168K
|
1.4K
$160K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.36K+ 33.87% |
$144K - $165K
|
5.39K
$619K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.36K+ 2.83% |
$144K - $164K
|
49.4K
$5.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.36K+ 1.46% |
$144K - $164K
|
94.5K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.36K+ 0.61% |
$143K - $164K
|
223K
$25.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 10.91% |
$142K - $162K
|
13.6K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.32K+ 18.78% |
$140K - $160K
|
8.37K
$962K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.3K+ 11.09% |
$137K - $157K
|
13K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 12.25% |
$137K - $156K
|
11.8K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.28K+ 68.52% |
$136K - $155K
|
3.15K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.28K+ 0.46% |
$135K - $155K
|
281K
$32.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
1.27K+ 3.9% |
$134K - $153K
|
33.8K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 380.42% |
$134K - $153K
|
1.6K
$183K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.26KNew |
$133K - $152K
|
1.26K
$145K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.26K+ 28.02% |
$133K - $152K
|
5.74K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.23K+ 2.64% |
$130K - $148K
|
47.7K
$5.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.22K+ 8.5% |
$129K - $148K
|
15.6K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
1.22K+ 15.74% |
$128K - $147K
|
8.94K
$1.03M
|