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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.11KNew |
$964K - $1.1M
|
9.11K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.11K+ 36.76% |
$963K - $1.1M
|
33.9K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9.07K+ 3.16% |
$959K - $1.1M
|
296K
$34.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.96K+ 31.46% |
$948K - $1.08M
|
37.4K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.88KNew |
$939K - $1.07M
|
8.88K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.85K+ 132.37% |
$936K - $1.07M
|
15.5K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.54K+ 1185.97% |
$903K - $1.03M
|
9.26K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.17K+ 83.9% |
$864K - $987K
|
17.9K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.96K+ 98.05% |
$842K - $961K
|
16.1K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.89K+ 1.07% |
$835K - $953K
|
744K
$87.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.81K+ 51.76% |
$825K - $943K
|
22.9K
$2.68M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.8KNew |
$825K - $942K
|
7.8K
$915K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.65K+ 22.58% |
$809K - $924K
|
41.5K
$4.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.63K+ 1.37% |
$807K - $922K
|
566K
$66.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.5KNew |
$794K - $906K
|
7.5K
$880K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7.46KNew |
$789K - $901K
|
7.46K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
7.44K+ 2.26% |
$787K - $899K
|
336K
$39.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.35K+ 13.64% |
$777K - $887K
|
61.2K
$7.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.33K+ 12.12% |
$776K - $886K
|
67.9K
$7.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.32K+ 25.74% |
$774K - $884K
|
35.8K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
7.26KNew |
$767K - $876K
|
7.26K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.06K+ 1.22% |
$747K - $853K
|
585K
$68.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
7.04KNew |
$744K - $850K
|
7.04K
$825K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
6.86KNew |
$726K - $829K
|
6.86K
$805K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
6.74KNew |
$713K - $814K
|
6.74K
$791K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.71K+ 6.86% |
$709K - $810K
|
104K
$12.2M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.68KNew |
$707K - $807K
|
6.68K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.66K+ 23.59% |
$704K - $804K
|
34.9K
$4.09M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
6.66KNew |
$704K - $804K
|
6.66K
$781K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.66K+ 11.98% |
$704K - $804K
|
62.2K
$7.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.63K+ 19.9% |
$701K - $801K
|
39.9K
$4.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.55KNew |
$692K - $791K
|
6.55K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.54K+ 14.44% |
$692K - $790K
|
51.8K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
6.52K+ 78.28% |
$689K - $787K
|
14.8K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
6.48K+ 2.99% |
$686K - $783K
|
223K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
6.39K+ 12.94% |
$676K - $771K
|
55.7K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
6.3KNew |
$666K - $761K
|
6.3K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.04KNew |
$639K - $730K
|
6.04K
$709K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.97K+ 68.86% |
$631K - $721K
|
14.6K
$1.72M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.97KNew |
$631K - $721K
|
5.97K
$700K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.91KNew |
$625K - $714K
|
5.91K
$694K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.9K+ 16.42% |
$624K - $712K
|
41.8K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.87K+ 52.27% |
$621K - $709K
|
17.1K
$2.01M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
5.8KNew |
$614K - $701K
|
5.8K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.75K+ 18.46% |
$608K - $694K
|
36.9K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.74K+ 8.94% |
$607K - $693K
|
69.9K
$8.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
5.73KNew |
$606K - $692K
|
5.73K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.72KNew |
$605K - $690K
|
5.72K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.63K+ 1.85% |
$595K - $680K
|
310K
$36.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.62K+ 14.79% |
$594K - $678K
|
43.6K
$5.11M
|