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 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
105+ 3.19% |
$9.75K - $11K
|
3.4K
$363K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
104+ 6.49% |
$9.66K - $10.9K
|
1.71K
$182K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100+ 4.89% |
$9.29K - $10.5K
|
2.15K
$229K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 3.59% |
$9.29K - $10.5K
|
2.88K
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100New |
$9.29K - $10.5K
|
100
$10.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
100New |
$9.29K - $10.5K
|
100
$10.7K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.05% |
$9.29K - $10.5K
|
211K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
100+ 0.77% |
$9.29K - $10.5K
|
13K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
99+ 2.71% |
$9.19K - $10.4K
|
3.75K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
98+ 1.63% |
$9.1K - $10.3K
|
6.09K
$651K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
98New |
$9.1K - $10.3K
|
98
$10.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
96+ 4.8% |
$8.92K - $10K
|
2.1K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
96+ 41.92% |
$8.92K - $10K
|
325
$34.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
96+ 0.39% |
$8.92K - $10K
|
24.6K
$2.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
94+ 0.97% |
$8.73K - $9.83K
|
9.76K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
91+ 5.16% |
$8.45K - $9.52K
|
1.85K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
91+ 1.21% |
$8.45K - $9.52K
|
7.6K
$812K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
90+ 1.27% |
$8.36K - $9.41K
|
7.17K
$766K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
90+ 2.08% |
$8.36K - $9.41K
|
4.43K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
89+ 0.84% |
$8.27K - $9.31K
|
10.7K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
88New |
$8.17K - $9.2K
|
88
$9.4K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
88+ 67.18% |
$8.17K - $9.2K
|
219
$23.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
87+ 27.02% |
$8.08K - $9.1K
|
409
$43.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
87New |
$8.08K - $9.1K
|
87
$9.29K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
85+ 1.31% |
$7.89K - $8.89K
|
6.58K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
85+ 1.23% |
$7.89K - $8.89K
|
7.01K
$749K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
84+ 3.46% |
$7.8K - $8.79K
|
2.51K
$269K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
81+ 1.41% |
$7.52K - $8.47K
|
5.83K
$623K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
80+ 4.48% |
$7.43K - $8.37K
|
1.87K
$199K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
79+ 1.84% |
$7.34K - $8.26K
|
4.36K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
79+ 26.6% |
$7.34K - $8.26K
|
376
$40.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
78+ 0.55% |
$7.24K - $8.16K
|
14.2K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
77New |
$7.15K - $8.05K
|
77
$8.22K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
76+ 0.27% |
$7.06K - $7.95K
|
28.5K
$3.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
76+ 0.61% |
$7.06K - $7.95K
|
12.6K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
74+ 1.48% |
$6.87K - $7.74K
|
5.06K
$540K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
74+ 0.23% |
$6.87K - $7.74K
|
32K
$3.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
73+ 0.04% |
$6.78K - $7.64K
|
170K
$18.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
73+ 0.15% |
$6.78K - $7.64K
|
48.4K
$5.17M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
72+ 3.11% |
$6.69K - $7.53K
|
2.39K
$255K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
71+ 4.72% |
$6.59K - $7.43K
|
1.58K
$168K
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
70+ 2.91% |
$6.5K - $7.32K
|
2.47K
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
69+ 2.23% |
$6.41K - $7.22K
|
3.17K
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
68+ 2.24% |
$6.32K - $7.11K
|
3.11K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
68+ 13.55% |
$6.32K - $7.11K
|
570
$60.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
67+ 0.31% |
$6.22K - $7.01K
|
21.5K
$2.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
67+ 1.38% |
$6.22K - $7.01K
|
4.91K
$524K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
67+ 0.67% |
$6.22K - $7.01K
|
10K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
67+ 0.12% |
$6.22K - $7.01K
|
57.2K
$6.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
66+ 0.75% |
$6.13K - $6.9K
|
8.85K
$945K
|