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 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
556+ 2.63% |
$51.6K - $58.2K
|
21.7K
$2.41M
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
543+ 21.95% |
$50.4K - $56.8K
|
3.02K
$334K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
539+ 20.04% |
$50.1K - $56.4K
|
3.23K
$358K
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
539+ 14.23% |
$50.1K - $56.4K
|
4.33K
$479K
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
538+ 2.09% |
$50K - $56.3K
|
26.3K
$2.91M
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
BUY
|
- |
535+ 5.97% |
$49.7K - $56K
|
9.5K
$1.05M
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
533+ 7.22% |
$49.5K - $55.8K
|
7.91K
$876K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
528+ 5.84% |
$49K - $55.2K
|
9.56K
$1.06M
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
526+ 0.84% |
$48.8K - $55K
|
63.4K
$7.02M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
525New |
$48.8K - $54.9K
|
525
$58.2K
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
516+ 0.93% |
$47.9K - $54K
|
55.7K
$6.17M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
515+ 22.55% |
$47.8K - $53.9K
|
2.8K
$310K
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
509+ 2.77% |
$47.3K - $53.2K
|
18.9K
$2.09M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
508New |
$47.2K - $53.1K
|
508
$56.3K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
506+ 11.76% |
$47K - $52.9K
|
4.81K
$533K
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
503+ 824.59% |
$46.7K - $52.6K
|
564
$62.5K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
500New |
$46.4K - $52.3K
|
500
$55.4K
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
500+ 2.06% |
$46.4K - $52.3K
|
24.8K
$2.74M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
497+ 2.36% |
$46.2K - $52K
|
21.5K
$2.39M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
490+ 14.47% |
$45.5K - $51.3K
|
3.88K
$429K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
489+ 12.02% |
$45.4K - $51.1K
|
4.56K
$505K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
488+ 0.84% |
$45.3K - $51K
|
58.6K
$6.49M
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
477+ 4.1% |
$44.3K - $49.9K
|
12.1K
$1.34M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
472+ 3.28% |
$43.8K - $49.4K
|
14.8K
$1.64M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
467+ 2.61% |
$43.4K - $48.8K
|
18.3K
$2.03M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
466New |
$43.3K - $48.7K
|
466
$51.6K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
464+ 0.28% |
$43.1K - $48.5K
|
165K
$18.2M
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
459+ 1.63% |
$42.6K - $48K
|
28.7K
$3.17M
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
456+ 1.94% |
$42.3K - $47.7K
|
24K
$2.66M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
454+ 9.56% |
$42.2K - $47.5K
|
5.2K
$576K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
451+ 21.46% |
$41.9K - $47.2K
|
2.55K
$283K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
450+ 13.66% |
$41.8K - $47.1K
|
3.75K
$415K
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
450+ 12.03% |
$41.8K - $47.1K
|
4.19K
$464K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
441+ 16.76% |
$41K - $46.1K
|
3.07K
$340K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
437+ 3.17% |
$40.6K - $45.7K
|
14.2K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
437+ 11.54% |
$40.6K - $45.7K
|
4.22K
$468K
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
436+ 1.37% |
$40.5K - $45.6K
|
32.3K
$3.57M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
433+ 0.73% |
$40.2K - $45.3K
|
59.4K
$6.58M
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
432+ 3.59% |
$40.1K - $45.2K
|
12.5K
$1.38M
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
428+ 2.79% |
$39.7K - $44.8K
|
15.8K
$1.75M
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
427+ 16.71% |
$39.7K - $44.7K
|
2.98K
$330K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
427+ 2.51% |
$39.7K - $44.7K
|
17.5K
$1.93M
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
424+ 2.82% |
$39.4K - $44.4K
|
15.5K
$1.72M
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
421+ 11.76% |
$39.1K - $44K
|
4K
$443K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
420+ 17.67% |
$39K - $43.9K
|
2.8K
$310K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
419+ 9.3% |
$38.9K - $43.8K
|
4.93K
$546K
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
414+ 3.99% |
$38.4K - $43.3K
|
10.8K
$1.2M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
412+ 73.57% |
$38.3K - $43.1K
|
972
$108K
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
410+ 1.29% |
$38.1K - $42.9K
|
32.1K
$3.56M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
409+ 3.92% |
$38K - $42.8K
|
10.8K
$1.2M
|