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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
842+ 7.06% |
$78.2K - $88.1K
|
12.8K
$1.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
834+ 35.98% |
$77.5K - $87.2K
|
3.15K
$369K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
833+ 2.87% |
$77.4K - $87.1K
|
29.9K
$3.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
816New |
$75.8K - $85.4K
|
816
$95.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
806+ 7.82% |
$74.9K - $84.3K
|
11.1K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
795New |
$73.8K - $83.2K
|
795
$93.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
793+ 0.97% |
$73.6K - $82.9K
|
82.1K
$9.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
779+ 4.29% |
$72.3K - $81.5K
|
18.9K
$2.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
766+ 11.89% |
$71.1K - $80.1K
|
7.21K
$845K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
765+ 334.06% |
$71K - $80K
|
994
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
744+ 3.64% |
$69.1K - $77.8K
|
21.2K
$2.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
728+ 14.76% |
$67.6K - $76.1K
|
5.66K
$663K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
726+ 62.69% |
$67.4K - $75.9K
|
1.88K
$221K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
716+ 15.67% |
$66.5K - $74.9K
|
5.28K
$619K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
715+ 3.89% |
$66.4K - $74.8K
|
19.1K
$2.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
703+ 16.44% |
$65.3K - $73.5K
|
4.98K
$584K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
693+ 6.09% |
$64.4K - $72.5K
|
12.1K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
693+ 2.7% |
$64.4K - $72.5K
|
26.4K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
688+ 9.16% |
$63.9K - $72K
|
8.2K
$961K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
683+ 17.15% |
$63.4K - $71.4K
|
4.67K
$547K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
680+ 2.11% |
$63.2K - $71.1K
|
33K
$3.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
676+ 7.98% |
$62.8K - $70.7K
|
9.15K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
676+ 22.8% |
$62.8K - $70.7K
|
3.64K
$427K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
673+ 2.03% |
$62.5K - $70.4K
|
33.8K
$3.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
670+ 27.59% |
$62.2K - $70.1K
|
3.1K
$363K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
660+ 0.63% |
$61.3K - $69K
|
106K
$12.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
649+ 1.75% |
$60.3K - $67.9K
|
37.6K
$4.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
647+ 2.24% |
$60.1K - $67.7K
|
29.5K
$3.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
646+ 23.05% |
$60K - $67.6K
|
3.45K
$404K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
646+ 2.35% |
$60K - $67.6K
|
28.2K
$3.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
640New |
$59.4K - $66.9K
|
640
$75K
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
638+ 3.26% |
$59.3K - $66.7K
|
20.2K
$2.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
637+ 17.35% |
$59.2K - $66.6K
|
4.31K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
632+ 18.23% |
$58.7K - $66.1K
|
4.1K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
630New |
$58.5K - $65.9K
|
630
$73.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
628+ 34.93% |
$58.3K - $65.7K
|
2.43K
$284K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
625+ 0.98% |
$58K - $65.4K
|
64.5K
$7.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
617+ 0.9% |
$57.3K - $64.5K
|
68.8K
$8.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
617+ 4.72% |
$57.3K - $64.5K
|
13.7K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
617+ 1.36% |
$57.3K - $64.5K
|
45.8K
$5.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
616+ 0.92% |
$57.2K - $64.4K
|
67.8K
$7.94M
|
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
611+ 23.14% |
$56.7K - $63.9K
|
3.25K
$381K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
611+ 19.13% |
$56.7K - $63.9K
|
3.81K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
605+ 9.22% |
$56.2K - $63.3K
|
7.17K
$840K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
604+ 5.33% |
$56.1K - $63.2K
|
11.9K
$1.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
603+ 2.33% |
$56K - $63.1K
|
26.5K
$3.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
600+ 23.84% |
$55.7K - $62.8K
|
3.12K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
593+ 4.6% |
$55.1K - $62K
|
13.5K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
587+ 11.6% |
$54.5K - $61.4K
|
5.65K
$662K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
584+ 4.12% |
$54.2K - $61.1K
|
14.8K
$1.73M
|