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 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-129- 0.6% |
$12K - $13.5K
|
21.5K
$2.3M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-130- 2.73% |
$12.1K - $13.6K
|
4.64K
$495K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-130- 2.58% |
$12.1K - $13.6K
|
4.91K
$525K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-131- 4.15% |
$12.2K - $13.7K
|
3.03K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-133- 2.89% |
$12.4K - $13.9K
|
4.47K
$478K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-133- 8.41% |
$12.4K - $13.9K
|
1.45K
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-135- 0.85% |
$12.5K - $14.1K
|
15.7K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-137- 2.68% |
$12.7K - $14.3K
|
4.98K
$532K
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-140- 2.59% |
$13K - $14.6K
|
5.28K
$563K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-140- 0.25% |
$13K - $14.6K
|
56.1K
$5.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-141- 0.43% |
$13.1K - $14.7K
|
33K
$3.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-142- 0.48% |
$13.2K - $14.9K
|
29.6K
$3.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-143- 10.21% |
$13.3K - $15K
|
1.26K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-145- 6.77% |
$13.5K - $15.2K
|
2K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-145- 19.52% |
$13.5K - $15.2K
|
598
$63.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-146- 1.04% |
$13.6K - $15.3K
|
13.9K
$1.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-147- 5.2% |
$13.7K - $15.4K
|
2.68K
$286K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-150- 0.73% |
$13.9K - $15.7K
|
20.3K
$2.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-150- 2.29% |
$13.9K - $15.7K
|
6.4K
$683K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-150- 47.77% |
$13.9K - $15.7K
|
164
$17.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-150- 2.56% |
$13.9K - $15.7K
|
5.71K
$610K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-152- 1.88% |
$14.1K - $15.9K
|
7.93K
$847K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-153- 7.25% |
$14.2K - $16K
|
1.96K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-156- 3.58% |
$14.5K - $16.3K
|
4.21K
$449K
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-163- 7.11% |
$15.1K - $17K
|
2.13K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-164- 7.05% |
$15.2K - $17.2K
|
2.16K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-165- 10.8% |
$15.3K - $17.3K
|
1.36K
$146K
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-166- 0.91% |
$15.4K - $17.4K
|
18K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-167- 49.7% |
$15.5K - $17.5K
|
169
$18.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-168- 5.23% |
$15.6K - $17.6K
|
3.05K
$325K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-168- 2.63% |
$15.6K - $17.6K
|
6.21K
$663K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-168- 3.75% |
$15.6K - $17.6K
|
4.31K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-170- 1.74% |
$15.8K - $17.8K
|
9.63K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-171- 6.27% |
$15.9K - $17.9K
|
2.56K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-171- 0.74% |
$15.9K - $17.9K
|
23K
$2.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-172- 7.71% |
$16K - $18K
|
2.06K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-172- 2.03% |
$16K - $18K
|
8.31K
$888K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-175- 3.34% |
$16.3K - $18.3K
|
5.06K
$541K
|
|
|
Aug 12, 2024
Q2 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-175- 0.35% |
$16.3K - $18.3K
|
50.3K
$5.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-176- 0.57% |
$16.3K - $18.4K
|
30.8K
$3.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-178- 6.86% |
$16.5K - $18.6K
|
2.42K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-180- 2.27% |
$16.7K - $18.8K
|
7.76K
$829K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-182- 30.95% |
$16.9K - $19K
|
406
$43.4K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-183- 1.66% |
$17K - $19.1K
|
10.8K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
SELL
|
- |
-184- 0.59% |
$17.1K - $19.2K
|
31.3K
$3.34M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-185- 7.62% |
$17.2K - $19.4K
|
2.24K
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-187- 71.37% |
$17.4K - $19.6K
|
75
$8.01K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-189- 6.71% |
$17.6K - $19.8K
|
2.63K
$280K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-190- 0.75% |
$17.6K - $19.9K
|
25.2K
$2.69M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-192- 5.67% |
$17.8K - $20.1K
|
3.19K
$341K
|