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 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
265+ 1.6% |
$28K - $32K
|
16.8K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
265+ 1.38% |
$28K - $32K
|
19.5K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
257+ 347.3% |
$27.2K - $31K
|
331
$38.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
255+ 4.69% |
$27K - $30.8K
|
5.7K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
252+ 2.95% |
$26.7K - $30.4K
|
8.79K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
243+ 332.88% |
$25.7K - $29.3K
|
316
$36.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
242+ 366.67% |
$25.6K - $29.2K
|
308
$35.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
229+ 5.69% |
$24.2K - $27.7K
|
4.26K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
228+ 11.13% |
$24.1K - $27.5K
|
2.28K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
226+ 1.5% |
$23.9K - $27.3K
|
15.3K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
224+ 2.29% |
$23.7K - $27.1K
|
9.99K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
223+ 0.36% |
$23.6K - $26.9K
|
62.8K
$7.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
222+ 0.39% |
$23.5K - $26.8K
|
57.5K
$6.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
221+ 11.29% |
$23.4K - $26.7K
|
2.18K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
218+ 3.2% |
$23.1K - $26.3K
|
7.04K
$809K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
213+ 0.61% |
$22.5K - $25.7K
|
35.3K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
212+ 1.61% |
$22.4K - $25.6K
|
13.4K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
211+ 0.66% |
$22.3K - $25.5K
|
32.3K
$3.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
210+ 10.8% |
$22.2K - $25.4K
|
2.15K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
210+ 4.09% |
$22.2K - $25.4K
|
5.34K
$614K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
206New |
$21.8K - $24.9K
|
206
$23.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
206+ 6.58% |
$21.8K - $24.9K
|
3.34K
$384K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
205New |
$21.7K - $24.8K
|
205
$23.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
205+ 1.6% |
$21.7K - $24.8K
|
13K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$21.2K - $24.2K
|
200
$23K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
200+ 3.64% |
$21.2K - $24.2K
|
5.7K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 6.33% |
$21.2K - $24.2K
|
3.36K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
200+ 6.79% |
$21.2K - $24.2K
|
3.15K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
193+ 1.23% |
$20.4K - $23.3K
|
15.8K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
189+ 0.9% |
$20K - $22.8K
|
21.2K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
188+ 0.49% |
$19.9K - $22.7K
|
38.9K
$4.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
188+ 3.7% |
$19.9K - $22.7K
|
5.27K
$606K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
187+ 2.66% |
$19.8K - $22.6K
|
7.23K
$831K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
186+ 7.27% |
$19.7K - $22.5K
|
2.75K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
183+ 1.16% |
$19.4K - $22.1K
|
16K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
182+ 0.63% |
$19.2K - $22K
|
28.9K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
179+ 0.43% |
$18.9K - $21.6K
|
42K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
178+ 0.52% |
$18.8K - $21.5K
|
34.6K
$3.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
175+ 9.29% |
$18.5K - $21.1K
|
2.06K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
174+ 2.47% |
$18.4K - $21K
|
7.21K
$829K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
174+ 0.51% |
$18.4K - $21K
|
34.3K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
173+ 9.16% |
$18.3K - $20.9K
|
2.06K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
171+ 1.41% |
$18.1K - $20.6K
|
12.3K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
169+ 3.84% |
$17.9K - $20.4K
|
4.57K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
162+ 5.88% |
$17.1K - $19.6K
|
2.92K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
161+ 4.44% |
$17K - $19.4K
|
3.79K
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
161+ 1.64% |
$17K - $19.4K
|
10K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
156+ 2.69% |
$16.5K - $18.8K
|
5.95K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
155+ 4.01% |
$16.4K - $18.7K
|
4.02K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
151+ 1.52% |
$16K - $18.2K
|
10.1K
$1.16M
|