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 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-76- 3.06% |
$7.06K - $7.95K
|
2.41K
$261K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-76- 1.68% |
$7.06K - $7.95K
|
4.44K
$480K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-77- 45.29% |
$7.15K - $8.05K
|
93
$10.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-78- 1.92% |
$7.24K - $8.16K
|
3.98K
$431K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-78- 6.31% |
$7.24K - $8.16K
|
1.16K
$125K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-80- 0.2% |
$7.43K - $8.37K
|
40.2K
$4.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-82- 0.98% |
$7.62K - $8.58K
|
8.25K
$893K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-82- 0.38% |
$7.62K - $8.58K
|
21.6K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-82- 2.05% |
$7.62K - $8.58K
|
3.92K
$425K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-83- 0.67% |
$7.71K - $8.68K
|
12.3K
$1.33M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-84- 2.76% |
$7.8K - $8.79K
|
2.96K
$320K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-84- 0.65% |
$7.8K - $8.79K
|
12.9K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-84- 1.5% |
$7.8K - $8.79K
|
5.51K
$596K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-85- 34.41% |
$7.89K - $8.89K
|
162
$17.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-86- 2.37% |
$7.99K - $9K
|
3.54K
$383K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-86- 3.86% |
$7.99K - $9K
|
2.14K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-88- 41.71% |
$8.17K - $9.2K
|
123
$13.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-92- 3.72% |
$8.54K - $9.62K
|
2.38K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-92- 82.14% |
$8.54K - $9.62K
|
20
$2.16K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-93- 3.04% |
$8.64K - $9.73K
|
2.96K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-93- 0.5% |
$8.64K - $9.73K
|
18.4K
$1.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-94- 0.6% |
$8.73K - $9.83K
|
15.5K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-94- 2.66% |
$8.73K - $9.83K
|
3.43K
$372K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-95- 0.85% |
$8.82K - $9.94K
|
11.1K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-97- 5.28% |
$9.01K - $10.1K
|
1.74K
$188K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-98- 1.67% |
$9.1K - $10.3K
|
5.79K
$626K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-99- 4.2% |
$9.19K - $10.4K
|
2.26K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-99- 2.06% |
$9.19K - $10.4K
|
4.71K
$509K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 1.67% |
$9.29K - $10.5K
|
5.88K
$636K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-100- 2.17% |
$9.29K - $10.5K
|
4.5K
$487K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-101- 0.23% |
$9.38K - $10.6K
|
43.4K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-101- 1.17% |
$9.38K - $10.6K
|
8.5K
$920K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-104- 2.64% |
$9.66K - $10.9K
|
3.83K
$414K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-105- 3.5% |
$9.75K - $11K
|
2.89K
$313K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-107- 2.77% |
$9.94K - $11.2K
|
3.76K
$407K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-112- 1.53% |
$10.4K - $11.7K
|
7.21K
$780K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-113- 5.88% |
$10.5K - $11.8K
|
1.81K
$196K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-114- 3.49% |
$10.6K - $11.9K
|
3.15K
$341K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-115- 3.76% |
$10.7K - $12K
|
2.95K
$319K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-116- 0.5% |
$10.8K - $12.1K
|
22.9K
$2.48M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-116- 3.22% |
$10.8K - $12.1K
|
3.49K
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-118- 2.11% |
$11K - $12.3K
|
5.48K
$593K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-119- 1.64% |
$11.1K - $12.4K
|
7.15K
$774K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-119- 5.07% |
$11.1K - $12.4K
|
2.23K
$241K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-120- 49.79% |
$11.1K - $12.6K
|
121
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-120- 2.33% |
$11.1K - $12.6K
|
5.03K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-125- 4.08% |
$11.6K - $13.1K
|
2.94K
$318K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-127- 0.88% |
$11.8K - $13.3K
|
14.2K
$1.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-128- 17.27% |
$11.9K - $13.4K
|
613
$66.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-128- 0.26% |
$11.9K - $13.4K
|
49.3K
$5.34M
|