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 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
66+ 0.41% |
$6.13K - $6.9K
|
16.2K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
66+ 2.94% |
$6.13K - $6.9K
|
2.31K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65+ 0.46% |
$6.04K - $6.8K
|
14.2K
$1.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
64+ 0.11% |
$5.94K - $6.69K
|
60.6K
$6.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
60New |
$5.57K - $6.28K
|
60
$6.41K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
59New |
$5.48K - $6.17K
|
59
$6.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
57+ 0.66% |
$5.29K - $5.96K
|
8.74K
$933K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
57+ 0.66% |
$5.29K - $5.96K
|
8.75K
$935K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
57+ 0.23% |
$5.29K - $5.96K
|
24.7K
$2.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
56+ 1.1% |
$5.2K - $5.86K
|
5.17K
$552K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
55+ 1.26% |
$5.11K - $5.75K
|
4.43K
$473K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
54+ 0.27% |
$5.01K - $5.65K
|
19.9K
$2.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
53+ 2.22% |
$4.92K - $5.54K
|
2.44K
$261K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
53+ 1.56% |
$4.92K - $5.54K
|
3.45K
$368K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
53+ 2.99% |
$4.92K - $5.54K
|
1.83K
$195K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
53+ 1.51% |
$4.92K - $5.54K
|
3.57K
$381K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
53+ 1.83% |
$4.92K - $5.54K
|
2.95K
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
52+ 1.03% |
$4.83K - $5.44K
|
5.12K
$547K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
51+ 0.9% |
$4.74K - $5.33K
|
5.71K
$610K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
50+ 2.29% |
$4.64K - $5.23K
|
2.23K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 0.69% |
$4.64K - $5.23K
|
7.3K
$779K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 7.5% |
$4.64K - $5.23K
|
717
$76.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$4.64K - $5.23K
|
50
$5.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 0.18% |
$4.64K - $5.23K
|
27.8K
$2.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
46+ 0.14% |
$4.27K - $4.81K
|
33.1K
$3.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
44+ 0.67% |
$4.09K - $4.6K
|
6.62K
$707K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
44+ 12.09% |
$4.09K - $4.6K
|
408
$43.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
43+ 0.19% |
$3.99K - $4.5K
|
22.6K
$2.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
43+ 0.84% |
$3.99K - $4.5K
|
5.18K
$553K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
43+ 1.13% |
$3.99K - $4.5K
|
3.85K
$411K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
42+ 13.46% |
$3.9K - $4.39K
|
354
$37.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
41+ 1.8% |
$3.81K - $4.29K
|
2.32K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
41+ 0.69% |
$3.81K - $4.29K
|
5.96K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
41+ 1.1% |
$3.81K - $4.29K
|
3.78K
$404K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
40+ 0.68% |
$3.71K - $4.18K
|
5.96K
$636K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
39+ 0.8% |
$3.62K - $4.08K
|
4.9K
$524K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
38+ 0.71% |
$3.53K - $3.97K
|
5.41K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
37+ 0.77% |
$3.44K - $3.87K
|
4.82K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
37+ 0.33% |
$3.44K - $3.87K
|
11.3K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
37+ 1.22% |
$3.44K - $3.87K
|
3.07K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
36+ 1.15% |
$3.34K - $3.77K
|
3.16K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.47% |
$3.34K - $3.77K
|
7.65K
$817K
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
BUY
|
- |
33+ 0.35% |
$3.06K - $3.45K
|
9.5K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
33+ 1.53% |
$3.06K - $3.45K
|
2.18K
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
33+ 8.53% |
$3.06K - $3.45K
|
420
$44.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
32+ 0.99% |
$2.97K - $3.35K
|
3.28K
$350K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
31+ 1.09% |
$2.88K - $3.24K
|
2.88K
$308K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
30+ 0.16% |
$2.79K - $3.14K
|
18.9K
$2.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
30+ 0.41% |
$2.79K - $3.14K
|
7.3K
$780K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
30+ 0.49% |
$2.79K - $3.14K
|
6.11K
$652K
|