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 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.76KNew |
$398K - $454K
|
3.76K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.74K+ 58.12% |
$395K - $451K
|
10.2K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.74K+ 115.67% |
$395K - $451K
|
6.97K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.71K+ 1.85% |
$392K - $448K
|
204K
$24M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.7KNew |
$392K - $447K
|
3.7K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
3.66KNew |
$387K - $442K
|
3.66K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 152.7% |
$386K - $441K
|
6.04K
$709K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3.64KNew |
$385K - $440K
|
3.64K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.63K+ 16.8% |
$383K - $438K
|
25.2K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.6KNew |
$380K - $434K
|
3.6K
$422K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.59KNew |
$379K - $433K
|
3.59K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.58K+ 12.94% |
$379K - $432K
|
31.3K
$3.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.57KNew |
$378K - $432K
|
3.57K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.57KNew |
$377K - $431K
|
3.57K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.43KNew |
$362K - $414K
|
3.43K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.37KNew |
$357K - $407K
|
3.37K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
3.37KNew |
$357K - $407K
|
3.37K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.31K+ 9.08% |
$350K - $400K
|
39.8K
$4.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.31K+ 11.17% |
$350K - $400K
|
33K
$3.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 33.64% |
$350K - $399K
|
13.1K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.27KNew |
$346K - $395K
|
3.27K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.25K+ 8.11% |
$344K - $392K
|
43.3K
$5.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.25K+ 42.44% |
$344K - $392K
|
10.9K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.23K+ 5.2% |
$341K - $389K
|
65.2K
$7.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
3.22KNew |
$341K - $389K
|
3.22K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.21K+ 0.62% |
$339K - $387K
|
523K
$61.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.2K+ 8.36% |
$339K - $387K
|
41.5K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 18.91% |
$338K - $386K
|
20.1K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
3.19KNew |
$337K - $385K
|
3.19K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.17K+ 14.87% |
$335K - $383K
|
24.5K
$2.87M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.17KNew |
$335K - $382K
|
3.17K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.15K+ 26.25% |
$333K - $380K
|
15.2K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.14K+ 10.91% |
$332K - $379K
|
31.9K
$3.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.14K+ 4.21% |
$332K - $379K
|
77.7K
$9.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 57.38% |
$328K - $375K
|
8.52K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.11K+ 6.27% |
$328K - $375K
|
52.6K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.11KNew |
$328K - $375K
|
3.11K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3.1K+ 2.71% |
$328K - $374K
|
117K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
3.09KNew |
$326K - $373K
|
3.09K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.06KNew |
$324K - $370K
|
3.06K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.04K+ 10.41% |
$322K - $367K
|
32.3K
$3.78M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
3.02KNew |
$319K - $365K
|
3.02K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.01KNew |
$319K - $364K
|
3.01K
$353K
|
|
|
Jun 04, 2025
Q4 2024
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
3.01KNew |
$318K - $364K
|
3.01K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3KNew |
$318K - $363K
|
3K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.97K+ 29.67% |
$314K - $359K
|
13K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.95KNew |
$312K - $356K
|
2.95K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.94K+ 13.34% |
$310K - $354K
|
24.9K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.91KNew |
$308K - $351K
|
2.91K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.91KNew |
$308K - $351K
|
2.91K
$341K
|