Purchases and Sales Made in Q2 2024 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.23K+ 26.75% |
$114K - $128K
|
5.81K
$643K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.22K+ 15.02% |
$113K - $127K
|
9.31K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.21K+ 2.15% |
$112K - $126K
|
57.6K
$6.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.21KNew |
$112K - $126K
|
1.21K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.19K+ 53.16% |
$110K - $124K
|
3.41K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.18K+ 12.64% |
$109K - $123K
|
10.5K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
1.18K+ 6.3% |
$109K - $123K
|
19.8K
$2.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
1.17K+ 10.47% |
$109K - $122K
|
12.3K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.16K+ 1.89% |
$108K - $121K
|
62.6K
$6.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
1.14K+ 6.81% |
$106K - $119K
|
17.9K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.13K+ 5.43% |
$105K - $119K
|
22K
$2.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.13K+ 1.5% |
$105K - $118K
|
76.3K
$8.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.12K+ 30.36% |
$104K - $117K
|
4.82K
$534K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.11K+ 18.1% |
$103K - $116K
|
7.24K
$802K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
1.1K+ 37.73% |
$102K - $115K
|
4.02K
$445K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.1K+ 17.28% |
$102K - $115K
|
7.47K
$827K
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.1K+ 2.53% |
$102K - $115K
|
44.6K
$4.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.1K+ 21.71% |
$102K - $115K
|
6.15K
$681K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.1KNew |
$102K - $115K
|
1.1K
$122K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.09K+ 4.86% |
$101K - $114K
|
23.5K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.07K+ 1.39% |
$99K - $112K
|
77.6K
$8.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 3.19% |
$98.4K - $111K
|
34.3K
$3.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 24.66% |
$94K - $106K
|
5.12K
$567K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1KNew |
$92.9K - $105K
|
1K
$111K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
996+ 13.69% |
$92.5K - $104K
|
8.27K
$917K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
994+ 7.31% |
$92.3K - $104K
|
14.6K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
977+ 14.71% |
$90.7K - $102K
|
7.62K
$844K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
969+ 2.12% |
$90K - $101K
|
46.7K
$5.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
966+ 46.6% |
$89.7K - $101K
|
3.04K
$337K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
955+ 1.04% |
$88.7K - $99.9K
|
92.4K
$10.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
948+ 27.57% |
$88K - $99.2K
|
4.39K
$486K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
931+ 12.34% |
$86.5K - $97.4K
|
8.48K
$939K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
928+ 13.13% |
$86.2K - $97.1K
|
8K
$886K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
922+ 11.08% |
$85.6K - $96.4K
|
9.24K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
913+ 22.55% |
$84.8K - $95.5K
|
4.96K
$550K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
913+ 4.66% |
$84.8K - $95.5K
|
20.5K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
901+ 9.45% |
$83.7K - $94.2K
|
10.4K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
899+ 2.2% |
$83.5K - $94K
|
41.7K
$4.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
897+ 1.79% |
$83.3K - $93.8K
|
51K
$5.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
882+ 17.02% |
$81.9K - $92.3K
|
6.06K
$672K
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
881+ 2.62% |
$81.8K - $92.2K
|
34.5K
$3.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
880+ 1.02% |
$81.7K - $92K
|
87K
$9.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
871+ 1.37% |
$80.9K - $91.1K
|
64.5K
$7.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
858+ 0.95% |
$79.7K - $89.7K
|
91.1K
$10.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
850+ 36.17% |
$78.9K - $88.9K
|
3.2K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
848+ 17.72% |
$78.8K - $88.7K
|
5.63K
$624K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
842+ 7.06% |
$78.2K - $88.1K
|
12.8K
$1.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
834+ 35.98% |
$77.5K - $87.2K
|
3.15K
$349K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
833+ 2.87% |
$77.4K - $87.1K
|
29.9K
$3.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
816New |
$75.8K - $85.4K
|
816
$90.4K
|