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
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.61K+ 96.06% |
$593K - $677K
|
11.4K
$1.34M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.54KNew |
$586K - $669K
|
5.54K
$650K
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
5.54KNew |
$586K - $669K
|
5.54K
$650K
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
5.49K+ 20.54% |
$580K - $662K
|
32.2K
$3.78M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.46K+ 1.47% |
$578K - $660K
|
376K
$44.1M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.46K+ 65.53% |
$577K - $659K
|
13.8K
$1.62M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5.45KNew |
$576K - $658K
|
5.45K
$639K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.41K+ 253.04% |
$572K - $653K
|
7.54K
$884K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
5.34K+ 2.32% |
$565K - $645K
|
235K
$27.6M
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
5.34KNew |
$565K - $645K
|
5.34K
$626K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.26K+ 15.11% |
$556K - $635K
|
40.1K
$4.7M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.17K+ 4.51% |
$546K - $624K
|
120K
$14M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.16KNew |
$546K - $624K
|
5.16K
$606K
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
5.08KNew |
$538K - $614K
|
5.08K
$596K
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.01KNew |
$530K - $605K
|
5.01K
$587K
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
5KNew |
$529K - $604K
|
5K
$587K
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5KNew |
$529K - $604K
|
5K
$587K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.99KNew |
$528K - $602K
|
4.99K
$585K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.98KNew |
$527K - $602K
|
4.98K
$584K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.98K+ 39.26% |
$527K - $601K
|
17.7K
$2.07M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.9K+ 39.72% |
$519K - $592K
|
17.2K
$2.02M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.87KNew |
$515K - $588K
|
4.87K
$571K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.84K+ 3.45% |
$512K - $585K
|
145K
$17M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.84K+ 7.8% |
$511K - $584K
|
66.8K
$7.83M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.77KNew |
$505K - $576K
|
4.77K
$560K
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.69KNew |
$496K - $566K
|
4.69K
$550K
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.68KNew |
$495K - $565K
|
4.68K
$549K
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.58KNew |
$484K - $552K
|
4.58K
$537K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.57K+ 25.1% |
$483K - $551K
|
22.8K
$2.67M
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
4.56KNew |
$482K - $551K
|
4.56K
$535K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.56K+ 69.02% |
$482K - $550K
|
11.2K
$1.31M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$479K - $547K
|
4.53K
$531K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.52K+ 1.24% |
$478K - $545K
|
368K
$43.1M
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.34KNew |
$459K - $524K
|
4.34K
$509K
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
4.28K+ 4.04% |
$452K - $517K
|
110K
$12.9M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.28K+ 9.39% |
$452K - $516K
|
49.8K
$5.84M
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.22KNew |
$446K - $510K
|
4.22K
$495K
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.21K+ 7.87% |
$446K - $509K
|
57.7K
$6.77M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.2KNew |
$444K - $507K
|
4.2K
$492K
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.18K+ 74.0% |
$442K - $505K
|
9.83K
$1.15M
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.13K+ 7.06% |
$437K - $499K
|
62.7K
$7.35M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.1K+ 4.18% |
$434K - $495K
|
102K
$12M
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.1K+ 1.37% |
$434K - $495K
|
304K
$35.6M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.07KNew |
$430K - $491K
|
4.07K
$477K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.04KNew |
$427K - $488K
|
4.04K
$474K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.99K+ 12.89% |
$422K - $482K
|
35K
$4.1M
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.96KNew |
$419K - $479K
|
3.96K
$465K
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.92K+ 69.06% |
$414K - $473K
|
9.59K
$1.13M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.91K+ 18.73% |
$413K - $472K
|
24.8K
$2.91M
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.79K+ 120.66% |
$401K - $458K
|
6.93K
$813K
|