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 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
632+ 3.14% |
$66.8K - $76.3K
|
20.7K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
631+ 7.51% |
$66.7K - $76.2K
|
9.03K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
617+ 7.0% |
$65.3K - $74.5K
|
9.43K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
616+ 5.71% |
$65.1K - $74.4K
|
11.4K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
610+ 3.02% |
$64.5K - $73.7K
|
20.8K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
607+ 0.53% |
$64.2K - $73.3K
|
116K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
606+ 2.01% |
$64.1K - $73.2K
|
30.8K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
599+ 17.14% |
$63.4K - $72.3K
|
4.09K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
597+ 19.59% |
$63.1K - $72.1K
|
3.65K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
596+ 10.5% |
$63K - $72K
|
6.27K
$721K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
593+ 1.84% |
$62.7K - $71.6K
|
32.8K
$3.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
587+ 22.78% |
$62.1K - $70.9K
|
3.16K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
584+ 10.27% |
$61.8K - $70.5K
|
6.27K
$721K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
584+ 1.22% |
$61.8K - $70.5K
|
48.4K
$5.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
582+ 2.46% |
$61.6K - $70.3K
|
24.3K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
575+ 11.48% |
$60.8K - $69.4K
|
5.58K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
574+ 1.73% |
$60.7K - $69.3K
|
33.8K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
570+ 26.09% |
$60.3K - $68.8K
|
2.76K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
570+ 3.61% |
$60.3K - $68.8K
|
16.3K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
518+ 2.2% |
$54.8K - $62.6K
|
24.1K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
518+ 21.7% |
$54.8K - $62.6K
|
2.91K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
517+ 6.26% |
$54.7K - $62.4K
|
8.78K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
517+ 10.74% |
$54.7K - $62.4K
|
5.33K
$613K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
517+ 12.73% |
$54.7K - $62.4K
|
4.58K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
510+ 7.15% |
$53.9K - $61.6K
|
7.64K
$879K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
502+ 9.92% |
$53.1K - $60.6K
|
5.56K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
499+ 1.41% |
$52.8K - $60.3K
|
36K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
499+ 18.79% |
$52.8K - $60.3K
|
3.15K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
494New |
$52.2K - $59.7K
|
494
$56.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
485+ 3.4% |
$51.3K - $58.6K
|
14.8K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
484+ 13.99% |
$51.2K - $58.4K
|
3.94K
$453K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
482+ 8.1% |
$51K - $58.2K
|
6.43K
$740K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
477+ 2.51% |
$50.4K - $57.6K
|
19.5K
$2.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
465+ 4.52% |
$49.2K - $56.2K
|
10.8K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
465+ 8.13% |
$49.2K - $56.2K
|
6.18K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
445+ 7.85% |
$47.1K - $53.7K
|
6.12K
$703K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
443+ 10.76% |
$46.9K - $53.5K
|
4.56K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
442+ 2.89% |
$46.7K - $53.4K
|
15.7K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
438+ 5.96% |
$46.3K - $52.9K
|
7.78K
$895K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
437+ 22.9% |
$46.2K - $52.8K
|
2.35K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
430+ 0.98% |
$45.5K - $51.9K
|
44.2K
$5.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
425+ 263.98% |
$44.9K - $51.3K
|
586
$67.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
418+ 11.76% |
$44.2K - $50.5K
|
3.97K
$457K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
416+ 17.71% |
$44K - $50.2K
|
2.77K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
410+ 6.14% |
$43.4K - $49.5K
|
7.09K
$815K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
408+ 7.68% |
$43.2K - $49.3K
|
5.72K
$658K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
406+ 0.29% |
$42.9K - $49K
|
139K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
405+ 4.61% |
$42.8K - $48.9K
|
9.2K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
401+ 2.21% |
$42.4K - $48.4K
|
18.6K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400+ 22.65% |
$42.3K - $48.3K
|
2.17K
$249K
|