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 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
393+ 3.4% |
$41.6K - $47.5K
|
12K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
392+ 5.35% |
$41.5K - $47.3K
|
7.71K
$887K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
377+ 1.6% |
$39.9K - $45.5K
|
23.9K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
375+ 16.79% |
$39.7K - $45.3K
|
2.61K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
375+ 4.05% |
$39.7K - $45.3K
|
9.63K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
374+ 16.94% |
$39.6K - $45.2K
|
2.58K
$297K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
368+ 50.41% |
$38.9K - $44.4K
|
1.1K
$126K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
367New |
$38.8K - $44.3K
|
367
$42.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
364+ 3.31% |
$38.5K - $44K
|
11.4K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
362+ 4.76% |
$38.3K - $43.7K
|
7.97K
$916K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
359+ 14.53% |
$38K - $43.4K
|
2.83K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
359+ 8.0% |
$38K - $43.4K
|
4.85K
$558K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
357+ 9.03% |
$37.8K - $43.1K
|
4.31K
$496K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
348+ 1.44% |
$36.8K - $42K
|
24.4K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
347+ 4.08% |
$36.7K - $41.9K
|
8.84K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
345+ 2.11% |
$36.5K - $41.7K
|
16.7K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
343+ 0.17% |
$36.3K - $41.4K
|
202K
$23.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
339+ 0.87% |
$35.9K - $40.9K
|
39.3K
$4.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
339+ 1.05% |
$35.9K - $40.9K
|
32.6K
$3.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
334+ 37.11% |
$35.3K - $40.3K
|
1.23K
$142K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
333+ 1.01% |
$35.2K - $40.2K
|
33.3K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
332New |
$35.1K - $40.1K
|
332
$38.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
324+ 3.14% |
$34.3K - $39.1K
|
10.7K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
320+ 12.86% |
$33.8K - $38.6K
|
2.81K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
319+ 12.83% |
$33.7K - $38.5K
|
2.81K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
318+ 9.06% |
$33.6K - $38.4K
|
3.83K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
317+ 4.62% |
$33.5K - $38.3K
|
7.19K
$826K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
317+ 2.11% |
$33.5K - $38.3K
|
15.3K
$1.76M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
314+ 9.14% |
$33.2K - $37.9K
|
3.75K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
313+ 25.59% |
$33.1K - $37.8K
|
1.54K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
311+ 1.4% |
$32.9K - $37.6K
|
22.5K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
304+ 20.99% |
$32.2K - $36.7K
|
1.75K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
304+ 0.76% |
$32.2K - $36.7K
|
40.1K
$4.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
303+ 3.59% |
$32K - $36.6K
|
8.74K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
290+ 16.07% |
$30.7K - $35K
|
2.1K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
290+ 5.26% |
$30.7K - $35K
|
5.8K
$667K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
290New |
$30.7K - $35K
|
290
$33.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
287+ 1.01% |
$30.4K - $34.7K
|
28.8K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
287+ 3.65% |
$30.4K - $34.7K
|
8.14K
$936K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
285+ 5.82% |
$30.1K - $34.4K
|
5.18K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
281+ 5.51% |
$29.7K - $33.9K
|
5.38K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
281+ 4.71% |
$29.7K - $33.9K
|
6.25K
$719K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
280+ 2.39% |
$29.6K - $33.8K
|
12K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
278+ 1.46% |
$29.4K - $33.6K
|
19.3K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
274+ 8.89% |
$29K - $33.1K
|
3.36K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
270+ 2.56% |
$28.6K - $32.6K
|
10.8K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
267+ 5.01% |
$28.2K - $32.2K
|
5.6K
$644K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
266+ 13.63% |
$28.1K - $32.1K
|
2.22K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
266+ 2.16% |
$28.1K - $32.1K
|
12.6K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
266+ 9.4% |
$28.1K - $32.1K
|
3.1K
$356K
|