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
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$371 - $418
|
6.69K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-4- 0.04% |
$371 - $418
|
8.91K
$964K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-4- 0.01% |
$371 - $418
|
38.8K
$4.2M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 44.44% |
$371 - $418
|
5
$541
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5- 0.04% |
$464 - $523
|
13.6K
$1.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-6- 0.12% |
$557 - $628
|
5.08K
$549K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7- 0.03% |
$650 - $732
|
25.3K
$2.74M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 4.05% |
$650 - $732
|
166
$18K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-7- 0.14% |
$650 - $732
|
5.17K
$559K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-10- 0.31% |
$929 - $1.05K
|
3.24K
$350K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.31% |
$1.02K - $1.15K
|
3.54K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-12- 0.18% |
$1.11K - $1.26K
|
6.5K
$703K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-12- 0.08% |
$1.11K - $1.26K
|
15.9K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14- 0.31% |
$1.3K - $1.46K
|
4.43K
$480K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-15- 0.34% |
$1.39K - $1.57K
|
4.4K
$476K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-15- 0.62% |
$1.39K - $1.57K
|
2.42K
$262K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-16- 0.16% |
$1.49K - $1.67K
|
9.71K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-18- 0.18% |
$1.67K - $1.88K
|
10.1K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-18- 0.64% |
$1.67K - $1.88K
|
2.77K
$300K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 0.2% |
$1.76K - $1.99K
|
9.63K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-20- 1.81% |
$1.86K - $2.09K
|
1.08K
$117K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20- 0.86% |
$1.86K - $2.09K
|
2.32K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-20- 0.44% |
$1.86K - $2.09K
|
4.52K
$490K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-21- 0.62% |
$1.95K - $2.2K
|
3.37K
$365K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-21- 0.2% |
$1.95K - $2.2K
|
10.7K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-21- 1.9% |
$1.95K - $2.2K
|
1.08K
$117K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-24- 0.38% |
$2.23K - $2.51K
|
6.25K
$677K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-24- 0.15% |
$2.23K - $2.51K
|
16.5K
$1.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-24- 0.14% |
$2.23K - $2.51K
|
16.9K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-25- 0.52% |
$2.32K - $2.62K
|
4.81K
$521K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-25- 5.3% |
$2.32K - $2.62K
|
447
$48.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.16% |
$2.32K - $2.62K
|
15.2K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25- 0.88% |
$2.32K - $2.62K
|
2.82K
$305K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-28- 0.18% |
$2.6K - $2.93K
|
15.4K
$1.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-29- 0.6% |
$2.69K - $3.03K
|
4.79K
$518K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-30- 0.65% |
$2.79K - $3.14K
|
4.61K
$499K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-31- 0.42% |
$2.88K - $3.24K
|
7.29K
$789K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-31- 0.38% |
$2.88K - $3.24K
|
8.07K
$873K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-32- 0.67% |
$2.97K - $3.35K
|
4.76K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-34- 1.15% |
$3.16K - $3.56K
|
2.91K
$315K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-34- 0.99% |
$3.16K - $3.56K
|
3.39K
$367K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-35- 13.01% |
$3.25K - $3.66K
|
234
$25.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
SELL
|
- |
-35- 1.25% |
$3.25K - $3.66K
|
2.76K
$299K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-35- 0.37% |
$3.25K - $3.66K
|
9.49K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-35- 0.36% |
$3.25K - $3.66K
|
9.61K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-36- 0.5% |
$3.34K - $3.77K
|
7.13K
$771K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-38- 50.0% |
$3.53K - $3.97K
|
38
$4.11K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-39- 0.21% |
$3.62K - $4.08K
|
18.7K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-39- 18.93% |
$3.62K - $4.08K
|
167
$18.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-39- 18.93% |
$3.62K - $4.08K
|
167
$18.1K
|