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 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-40- 1.01% |
$3.71K - $4.18K
|
3.92K
$424K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-40- 2.29% |
$3.71K - $4.18K
|
1.71K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-40- 0.88% |
$3.71K - $4.18K
|
4.5K
$487K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-41- 1.64% |
$3.81K - $4.29K
|
2.45K
$265K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-41- 0.31% |
$3.81K - $4.29K
|
13.3K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-42- 0.06% |
$3.9K - $4.39K
|
67.1K
$7.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-44- 2.6% |
$4.09K - $4.6K
|
1.65K
$179K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-44- 0.54% |
$4.09K - $4.6K
|
8.05K
$871K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-44- 0.68% |
$4.09K - $4.6K
|
6.39K
$692K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-45- 0.26% |
$4.18K - $4.71K
|
17.3K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-45- 0.12% |
$4.18K - $4.71K
|
38.9K
$4.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-46- 1.92% |
$4.27K - $4.81K
|
2.34K
$254K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-46- 1.92% |
$4.27K - $4.81K
|
2.34K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-47- 5.41% |
$4.36K - $4.92K
|
822
$89K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-47- 0.25% |
$4.36K - $4.92K
|
18.7K
$2.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-48- 1.53% |
$4.46K - $5.02K
|
3.09K
$334K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-48- 1.26% |
$4.46K - $5.02K
|
3.77K
$408K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-49- 11.67% |
$4.55K - $5.13K
|
371
$40.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-49- 1.68% |
$4.55K - $5.13K
|
2.86K
$310K
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-49- 0.57% |
$4.55K - $5.13K
|
8.48K
$918K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-50- 8.05% |
$4.64K - $5.23K
|
571
$61.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-50- 1.5% |
$4.64K - $5.23K
|
3.29K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 2.91% |
$4.64K - $5.23K
|
1.67K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-50- 1.49% |
$4.64K - $5.23K
|
3.3K
$357K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-51- 0.8% |
$4.74K - $5.33K
|
6.35K
$687K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-52- 0.64% |
$4.83K - $5.44K
|
8.1K
$877K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-53- 0.21% |
$4.92K - $5.54K
|
25.6K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-54- 13.78% |
$5.01K - $5.65K
|
338
$36.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-55- 0.91% |
$5.11K - $5.75K
|
5.97K
$646K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-55- 0.68% |
$5.11K - $5.75K
|
8.04K
$871K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-55- 0.81% |
$5.11K - $5.75K
|
6.76K
$731K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-55- 2.1% |
$5.11K - $5.75K
|
2.56K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-56- 7.05% |
$5.2K - $5.86K
|
738
$79.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-57- 0.22% |
$5.29K - $5.96K
|
26.3K
$2.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-58- 42.65% |
$5.39K - $6.07K
|
78
$8.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-58- 22.57% |
$5.39K - $6.07K
|
199
$21.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-59- 0.91% |
$5.48K - $6.17K
|
6.42K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-60- 2.5% |
$5.57K - $6.28K
|
2.34K
$253K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-63- 0.31% |
$5.85K - $6.59K
|
20.4K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-64- 2.38% |
$5.94K - $6.69K
|
2.63K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-64- 0.67% |
$5.94K - $6.69K
|
9.55K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-66- 1.16% |
$6.13K - $6.9K
|
5.63K
$610K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-66- 2.08% |
$6.13K - $6.9K
|
3.11K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-67- 0.14% |
$6.22K - $7.01K
|
46.5K
$5.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-67- 2.55% |
$6.22K - $7.01K
|
2.56K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-67- 0.7% |
$6.22K - $7.01K
|
9.5K
$1.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-68- 1.45% |
$6.32K - $7.11K
|
4.63K
$501K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-72- 1.61% |
$6.69K - $7.53K
|
4.41K
$477K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-75- 2.22% |
$6.97K - $7.85K
|
3.3K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-75- 6.39% |
$6.97K - $7.85K
|
1.1K
$119K
|