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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.18K+ 64.86% |
$125K - $143K
|
3.01K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 22.63% |
$123K - $141K
|
6.33K
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.12K+ 1.18% |
$118K - $135K
|
96K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.09K+ 2.68% |
$116K - $132K
|
41.9K
$4.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.08K+ 13.43% |
$114K - $130K
|
9.1K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 36.91% |
$112K - $128K
|
3.94K
$453K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.06K+ 13.07% |
$112K - $128K
|
9.18K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.05K+ 9.63% |
$111K - $126K
|
11.9K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1.03K+ 9.81% |
$109K - $125K
|
11.5K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.02K+ 3.45% |
$108K - $123K
|
30.6K
$3.52M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.01K+ 0.98% |
$106K - $121K
|
104K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
990+ 4.58% |
$105K - $120K
|
22.6K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
971+ 25.45% |
$103K - $117K
|
4.79K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
937+ 1.91% |
$99.1K - $113K
|
50K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
936+ 21.2% |
$99K - $113K
|
5.35K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
928+ 28.69% |
$98.1K - $112K
|
4.16K
$479K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
915+ 7.39% |
$96.8K - $110K
|
13.3K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
899+ 17.69% |
$95.1K - $109K
|
5.98K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
884+ 2.23% |
$93.5K - $107K
|
40.6K
$4.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
873+ 22.6% |
$92.3K - $105K
|
4.74K
$544K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
869+ 14.82% |
$91.9K - $105K
|
6.73K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
862New |
$91.2K - $104K
|
862
$99.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
829+ 1.86% |
$87.7K - $100K
|
45.4K
$5.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
822+ 1.66% |
$86.9K - $99.3K
|
50.2K
$5.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
817+ 2.18% |
$86.4K - $98.7K
|
38.3K
$4.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
815+ 5.19% |
$86.2K - $98.4K
|
16.5K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
805+ 29.37% |
$85.1K - $97.2K
|
3.55K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
800+ 25.36% |
$84.6K - $96.6K
|
3.96K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
783+ 5.9% |
$82.8K - $94.6K
|
14K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
781+ 33.77% |
$82.6K - $94.3K
|
3.09K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
770+ 29.5% |
$81.4K - $93K
|
3.38K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
765+ 14.37% |
$80.9K - $92.4K
|
6.09K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
754+ 4.2% |
$79.7K - $91.1K
|
18.7K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
744+ 4.47% |
$78.7K - $89.8K
|
17.4K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
741+ 10.51% |
$78.4K - $89.5K
|
7.79K
$896K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
740+ 36.38% |
$78.3K - $89.4K
|
2.77K
$319K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
722+ 14.75% |
$76.4K - $87.2K
|
5.62K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
700+ 11.56% |
$74K - $84.5K
|
6.75K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
696+ 7.32% |
$73.6K - $84K
|
10.2K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
693+ 13.2% |
$73.3K - $83.7K
|
5.94K
$683K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
688+ 9.65% |
$72.8K - $83.1K
|
7.82K
$899K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
688+ 0.12% |
$72.8K - $83.1K
|
596K
$68.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
670+ 18.84% |
$70.9K - $80.9K
|
4.23K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
666+ 12.61% |
$70.4K - $80.4K
|
5.95K
$684K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
663+ 21.53% |
$70.1K - $80.1K
|
3.74K
$430K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
643+ 4.68% |
$68K - $77.6K
|
14.4K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
640New |
$67.7K - $77.3K
|
640
$73.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
639+ 34.12% |
$67.6K - $77.2K
|
2.51K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
636+ 0.68% |
$67.3K - $76.8K
|
94.7K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
634+ 8.65% |
$67.1K - $76.6K
|
7.96K
$916K
|