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
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
179+ 2.71% |
$16.6K - $18.7K
|
6.79K
$726K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
176+ 4.42% |
$16.3K - $18.4K
|
4.16K
$445K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
175+ 2.15% |
$16.3K - $18.3K
|
8.31K
$887K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
174+ 5.88% |
$16.2K - $18.2K
|
3.14K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
174+ 2.29% |
$16.2K - $18.2K
|
7.79K
$832K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
173+ 1.73% |
$16.1K - $18.1K
|
10.2K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171+ 1.04% |
$15.9K - $17.9K
|
16.6K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
171+ 2.71% |
$15.9K - $17.9K
|
6.48K
$692K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
170+ 5.7% |
$15.8K - $17.8K
|
3.15K
$336K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
169+ 4.24% |
$15.7K - $17.7K
|
4.16K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
168+ 0.61% |
$15.6K - $17.6K
|
27.5K
$2.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
167+ 7.48% |
$15.5K - $17.5K
|
2.4K
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
165+ 4.47% |
$15.3K - $17.3K
|
3.86K
$412K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
165+ 0.82% |
$15.3K - $17.3K
|
20.4K
$2.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
161+ 1.95% |
$15K - $16.8K
|
8.44K
$901K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
159New |
$14.8K - $16.6K
|
159
$17K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
159+ 2.07% |
$14.8K - $16.6K
|
7.84K
$837K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
159+ 0.58% |
$14.8K - $16.6K
|
27.5K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
156+ 2.58% |
$14.5K - $16.3K
|
6.21K
$663K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
153New |
$14.2K - $16K
|
153
$16.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
152+ 9.74% |
$14.1K - $15.9K
|
1.71K
$183K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
152+ 6.8% |
$14.1K - $15.9K
|
2.39K
$255K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
151+ 6.07% |
$14K - $15.8K
|
2.64K
$282K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
150+ 100.0% |
$13.9K - $15.7K
|
300
$32K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
148+ 1.71% |
$13.7K - $15.5K
|
8.79K
$939K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
145+ 3.72% |
$13.5K - $15.2K
|
4.04K
$432K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
142+ 1.34% |
$13.2K - $14.9K
|
10.8K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
141+ 0.58% |
$13.1K - $14.7K
|
24.5K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
141+ 2.34% |
$13.1K - $14.7K
|
6.17K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
136+ 2.08% |
$12.6K - $14.2K
|
6.67K
$712K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
134+ 1.85% |
$12.4K - $14K
|
7.39K
$790K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
134New |
$12.4K - $14K
|
134
$14.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
133+ 2.05% |
$12.4K - $13.9K
|
6.63K
$708K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
130+ 2.99% |
$12.1K - $13.6K
|
4.47K
$478K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
128+ 0.5% |
$11.9K - $13.4K
|
25.9K
$2.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
127+ 2.37% |
$11.8K - $13.3K
|
5.49K
$586K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
126+ 3.97% |
$11.7K - $13.2K
|
3.3K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
125+ 2.06% |
$11.6K - $13.1K
|
6.19K
$661K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
123+ 12.4% |
$11.4K - $12.9K
|
1.12K
$119K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
120+ 4.56% |
$11.1K - $12.6K
|
2.75K
$294K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
119+ 69.59% |
$11.1K - $12.4K
|
290
$31K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
119+ 0.96% |
$11.1K - $12.4K
|
12.5K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
117+ 0.39% |
$10.9K - $12.2K
|
30.4K
$3.25M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
114+ 2.55% |
$10.6K - $11.9K
|
4.59K
$490K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
113+ 2.87% |
$10.5K - $11.8K
|
4.04K
$432K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
112+ 30.43% |
$10.4K - $11.7K
|
480
$51.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
112+ 0.83% |
$10.4K - $11.7K
|
13.6K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
110+ 0.32% |
$10.2K - $11.5K
|
34.7K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
106+ 2.44% |
$9.84K - $11.1K
|
4.45K
$475K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
106+ 2.04% |
$9.84K - $11.1K
|
5.3K
$566K
|