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
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
407+ 1.1% |
$37.8K - $42.6K
|
37.5K
$4M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
400+ 20.5% |
$37.1K - $41.8K
|
2.35K
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
395+ 12.71% |
$36.7K - $41.3K
|
3.5K
$374K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
394+ 4.96% |
$36.6K - $41.2K
|
8.34K
$891K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
393+ 4.63% |
$36.5K - $41.1K
|
8.88K
$948K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
393+ 623.81% |
$36.5K - $41.1K
|
456
$48.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
391+ 4.72% |
$36.3K - $40.9K
|
8.67K
$926K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
389+ 8.14% |
$36.1K - $40.7K
|
5.17K
$552K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
387+ 2.42% |
$35.9K - $40.5K
|
16.4K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
386+ 0.47% |
$35.8K - $40.4K
|
82.4K
$8.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
379+ 17.32% |
$35.2K - $39.6K
|
2.57K
$274K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
376+ 17.33% |
$34.9K - $39.3K
|
2.55K
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
366+ 12.63% |
$34K - $38.3K
|
3.27K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
361+ 1.06% |
$33.5K - $37.8K
|
34.3K
$3.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
356+ 3.83% |
$33.1K - $37.2K
|
9.66K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
351+ 10.14% |
$32.6K - $36.7K
|
3.81K
$407K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
350+ 3.17% |
$32.5K - $36.6K
|
11.4K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
350+ 12.59% |
$32.5K - $36.6K
|
3.13K
$334K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
344+ 13.94% |
$31.9K - $36K
|
2.81K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
341+ 2.71% |
$31.7K - $35.7K
|
12.9K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
338+ 0.74% |
$31.4K - $35.4K
|
46.2K
$4.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
332+ 14.74% |
$30.8K - $34.7K
|
2.58K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
327+ 5.21% |
$30.4K - $34.2K
|
6.61K
$705K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
326+ 11.37% |
$30.3K - $34.1K
|
3.19K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
324+ 3.77% |
$30.1K - $33.9K
|
8.93K
$954K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
323+ 218.24% |
$30K - $33.8K
|
471
$50.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
322+ 4.39% |
$29.9K - $33.7K
|
7.65K
$817K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
320+ 15.19% |
$29.7K - $33.5K
|
2.43K
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
310+ 4.82% |
$28.8K - $32.4K
|
6.74K
$719K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
310+ 0.47% |
$28.8K - $32.4K
|
66.3K
$7.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
308+ 9.87% |
$28.6K - $32.2K
|
3.43K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
302+ 3.22% |
$28K - $31.6K
|
9.67K
$1.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$27.9K - $31.4K
|
300
$32K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 31.48% |
$27.9K - $31.4K
|
1.25K
$134K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
299+ 5.56% |
$27.8K - $31.3K
|
5.68K
$607K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
298+ 3.43% |
$27.7K - $31.2K
|
8.98K
$959K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
296+ 1.68% |
$27.5K - $31K
|
18K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
296+ 1.99% |
$27.5K - $31K
|
15.2K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
292+ 6.11% |
$27.1K - $30.5K
|
5.07K
$541K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
291+ 5.65% |
$27K - $30.4K
|
5.44K
$581K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
290+ 0.35% |
$26.9K - $30.3K
|
83.9K
$8.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
290+ 1.62% |
$26.9K - $30.3K
|
18.2K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
288+ 14.01% |
$26.7K - $30.1K
|
2.34K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
282+ 5.91% |
$26.2K - $29.5K
|
5.05K
$539K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
280+ 9.01% |
$26K - $29.3K
|
3.39K
$362K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
278+ 4.94% |
$25.8K - $29.1K
|
5.9K
$630K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
276+ 2.75% |
$25.6K - $28.9K
|
10.3K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
275+ 2.07% |
$25.5K - $28.8K
|
13.6K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
274+ 4.98% |
$25.4K - $28.7K
|
5.78K
$617K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
272+ 3.85% |
$25.3K - $28.5K
|
7.35K
$785K
|