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
|
Fwl Investment Management, LLC
|
BUY
|
- |
30+ 25.0% |
$2.79K - $3.14K
|
150
$16.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
29+ 0.74% |
$2.69K - $3.03K
|
3.94K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.96% |
$2.69K - $3.03K
|
3.06K
$331K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
28+ 0.8% |
$2.6K - $2.93K
|
3.55K
$384K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
27+ 0.73% |
$2.51K - $2.82K
|
3.75K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
27+ 2.18% |
$2.51K - $2.82K
|
1.26K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27+ 0.15% |
$2.51K - $2.82K
|
18.1K
$1.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
26+ 5.91% |
$2.41K - $2.72K
|
466
$50.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
24+ 1.03% |
$2.23K - $2.51K
|
2.35K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24+ 0.58% |
$2.23K - $2.51K
|
4.19K
$454K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 1.07% |
$2.23K - $2.51K
|
2.26K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
22+ 0.84% |
$2.04K - $2.3K
|
2.63K
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
20+ 0.17% |
$1.86K - $2.09K
|
11.8K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 0.85% |
$1.76K - $1.99K
|
2.26K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
19+ 0.19% |
$1.76K - $1.99K
|
9.8K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
18+ 0.67% |
$1.67K - $1.88K
|
2.71K
$293K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.75% |
$1.58K - $1.78K
|
2.28K
$247K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
17+ 0.18% |
$1.58K - $1.78K
|
9.69K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 0.9% |
$1.58K - $1.78K
|
1.92K
$207K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
16+ 0.21% |
$1.49K - $1.67K
|
7.63K
$826K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
16+ 0.23% |
$1.49K - $1.67K
|
7.1K
$768K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 25.42% |
$1.39K - $1.57K
|
74
$8.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
15+ 0.67% |
$1.39K - $1.57K
|
2.25K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 0.2% |
$1.3K - $1.46K
|
7.09K
$767K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14+ 6.03% |
$1.3K - $1.46K
|
246
$26.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.21K - $1.36K
|
2.61K
$283K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
13+ 0.52% |
$1.21K - $1.36K
|
2.5K
$271K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.98% |
$1.21K - $1.36K
|
1.34K
$145K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
12+ 0.21% |
$1.11K - $1.26K
|
5.76K
$623K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12New |
$1.11K - $1.26K
|
12
$1.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
12+ 0.51% |
$1.11K - $1.26K
|
2.34K
$254K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 8.46% |
$1.02K - $1.15K
|
141
$15.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
11+ 0.44% |
$1.02K - $1.15K
|
2.49K
$269K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10+ 0.23% |
$929 - $1.05K
|
4.28K
$463K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
10+ 0.65% |
$929 - $1.05K
|
1.55K
$168K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.08K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10+ 0.19% |
$929 - $1.05K
|
5.33K
$577K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.08K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 1.74% |
$929 - $1.05K
|
584
$63.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10+ 0.21% |
$929 - $1.05K
|
4.68K
$506K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 1.01% |
$836 - $941
|
903
$97.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 0.42% |
$836 - $941
|
2.18K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
9+ 0.22% |
$836 - $941
|
4.16K
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
9+ 0.2% |
$836 - $941
|
4.48K
$485K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9+ 0.11% |
$836 - $941
|
8.18K
$886K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9+ 0.09% |
$836 - $941
|
10.1K
$1.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8+ 0.66% |
$743 - $837
|
1.22K
$131K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8+ 0.3% |
$743 - $837
|
2.7K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.26% |
$743 - $837
|
3.05K
$330K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.16% |
$743 - $837
|
5.05K
$546K
|