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 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
263+ 0.99% |
$24.4K - $27.5K
|
27K
$2.88M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
259+ 0.53% |
$24.1K - $27.1K
|
49.5K
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
256+ 4.37% |
$23.8K - $26.8K
|
6.12K
$653K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
256+ 1.2% |
$23.8K - $26.8K
|
21.7K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
255+ 0.73% |
$23.7K - $26.7K
|
35K
$3.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
247+ 3.65% |
$22.9K - $25.8K
|
7.01K
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
245+ 9.04% |
$22.8K - $25.6K
|
2.96K
$316K
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
244+ 0.12% |
$22.7K - $25.5K
|
198K
$21.2M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
243+ 2.81% |
$22.6K - $25.4K
|
8.88K
$949K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
243+ 2.1% |
$22.6K - $25.4K
|
11.8K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
241+ 2.11% |
$22.4K - $25.2K
|
11.6K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
238+ 0.8% |
$22.1K - $24.9K
|
29.8K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
238+ 4.27% |
$22.1K - $24.9K
|
5.81K
$620K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
237+ 1.9% |
$22K - $24.8K
|
12.7K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
230+ 5.58% |
$21.4K - $24.1K
|
4.35K
$465K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
220+ 1.66% |
$20.4K - $23K
|
13.5K
$1.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
218+ 1.75% |
$20.2K - $22.8K
|
12.7K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
216+ 6.13% |
$20.1K - $22.6K
|
3.74K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
216+ 1.11% |
$20.1K - $22.6K
|
19.8K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
215+ 7.53% |
$20K - $22.5K
|
3.07K
$328K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
214+ 0.66% |
$19.9K - $22.4K
|
32.6K
$3.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
213+ 0.12% |
$19.8K - $22.3K
|
179K
$19.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
213+ 1.77% |
$19.8K - $22.3K
|
12.2K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
213+ 5.85% |
$19.8K - $22.3K
|
3.85K
$411K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
211+ 7.98% |
$19.6K - $22.1K
|
2.85K
$305K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
211+ 0.67% |
$19.6K - $22.1K
|
31.9K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
209+ 4.55% |
$19.4K - $21.9K
|
4.8K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
209+ 3.48% |
$19.4K - $21.9K
|
6.21K
$664K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
205+ 7.95% |
$19K - $21.4K
|
2.78K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
203+ 4.97% |
$18.9K - $21.2K
|
4.28K
$458K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
202New |
$18.8K - $21.1K
|
202
$21.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
201+ 8.42% |
$18.7K - $21K
|
2.59K
$277K
|
|
|
Aug 02, 2024
Q2 2024
|
Park Circle CO
|
BUY
|
- |
200New |
$18.6K - $20.9K
|
200
$21.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
200+ 1.58% |
$18.6K - $20.9K
|
12.8K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
200+ 6.16% |
$18.6K - $20.9K
|
3.45K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
200+ 16.41% |
$18.6K - $20.9K
|
1.42K
$152K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
197+ 5.8% |
$18.3K - $20.6K
|
3.59K
$384K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
197+ 1.37% |
$18.3K - $20.6K
|
14.6K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
194+ 0.97% |
$18K - $20.3K
|
20.2K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
191+ 0.43% |
$17.7K - $20K
|
44.2K
$4.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
189+ 4.81% |
$17.6K - $19.8K
|
4.12K
$440K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
186+ 6.89% |
$17.3K - $19.5K
|
2.89K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
186+ 0.31% |
$17.3K - $19.5K
|
59.8K
$6.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
184+ 7.26% |
$17.1K - $19.2K
|
2.72K
$290K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
184+ 7.22% |
$17.1K - $19.2K
|
2.73K
$292K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
182+ 1.04% |
$16.9K - $19K
|
17.8K
$1.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
182+ 3.98% |
$16.9K - $19K
|
4.75K
$508K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
182+ 2.73% |
$16.9K - $19K
|
6.86K
$733K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
181+ 4.89% |
$16.8K - $18.9K
|
3.88K
$415K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
180+ 5.96% |
$16.7K - $18.8K
|
3.2K
$342K
|