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 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.35K+ 2.66% |
$248K - $283K
|
90.5K
$10.6M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$247K - $282K
|
2.34K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.33KNew |
$247K - $281K
|
2.33K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.33K+ 0.65% |
$246K - $281K
|
359K
$42.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.3K+ 5.31% |
$243K - $278K
|
45.6K
$5.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.29K+ 5.05% |
$242K - $276K
|
47.5K
$5.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.25K+ 30.94% |
$238K - $272K
|
9.54K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.24K+ 13.16% |
$237K - $270K
|
19.2K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$236K - $269K
|
2.23K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.22K+ 7.19% |
$235K - $268K
|
33.1K
$3.89M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.21K+ 4.99% |
$234K - $267K
|
46.6K
$5.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.21K+ 5.22% |
$233K - $266K
|
44.5K
$5.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$232K - $265K
|
2.19K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
2.17KNew |
$229K - $262K
|
2.17K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.16K+ 4.23% |
$229K - $261K
|
53.3K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 21.79% |
$228K - $260K
|
12.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.14K+ 9.38% |
$227K - $259K
|
25K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.13K+ 4.15% |
$225K - $257K
|
53.5K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.13K+ 0.63% |
$225K - $257K
|
339K
$39.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
2.13K+ 23.36% |
$225K - $257K
|
11.2K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.11KNew |
$223K - $254K
|
2.11K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.1KNew |
$222K - $254K
|
2.1K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.1KNew |
$222K - $254K
|
2.1K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 1.0% |
$221K - $252K
|
211K
$24.8M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
2.08KNew |
$220K - $252K
|
2.08K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.06KNew |
$218K - $249K
|
2.06K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.05KNew |
$217K - $248K
|
2.05K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.05KNew |
$217K - $248K
|
2.05K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.05KNew |
$216K - $247K
|
2.05K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.04KNew |
$216K - $247K
|
2.04K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$216K - $246K
|
2.04K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.04K+ 3.74% |
$216K - $246K
|
56.5K
$6.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.03K+ 0.57% |
$215K - $245K
|
357K
$41.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.02KNew |
$213K - $244K
|
2.02K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.01K+ 19.37% |
$212K - $242K
|
12.4K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
2KNew |
$212K - $242K
|
2K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.99K+ 5.06% |
$211K - $241K
|
41.4K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.98KNew |
$209K - $239K
|
1.98K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.97KNew |
$209K - $238K
|
1.97K
$231K
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.97KNew |
$208K - $238K
|
1.97K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$208K - $237K
|
1.96K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.96K+ 62.17% |
$207K - $237K
|
5.11K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.96K+ 3106.35% |
$207K - $236K
|
2.02K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.94K+ 1.28% |
$205K - $234K
|
153K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.93KNew |
$204K - $233K
|
1.93K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.93KNew |
$204K - $233K
|
1.93K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.92K+ 28.9% |
$203K - $231K
|
8.55K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.92KNew |
$203K - $231K
|
1.92K
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.91K+ 41.47% |
$201K - $230K
|
6.5K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.9K+ 49.28% |
$201K - $230K
|
5.77K
$677K
|