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
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-194- 10.85% |
$18K - $20.3K
|
1.59K
$170K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-195- 1.46% |
$18.1K - $20.4K
|
13.2K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-195- 1.67% |
$18.1K - $20.4K
|
11.5K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-197- 7.68% |
$18.3K - $20.6K
|
2.37K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-198- 1.09% |
$18.4K - $20.7K
|
18K
$1.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-200- 5.87% |
$18.6K - $20.9K
|
3.21K
$342K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-200- 0.93% |
$18.6K - $20.9K
|
21.4K
$2.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-201- 2.92% |
$18.7K - $21K
|
6.68K
$714K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-202- 11.5% |
$18.8K - $21.1K
|
1.56K
$166K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-206- 5.7% |
$19.1K - $21.5K
|
3.41K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-206- 0.61% |
$19.1K - $21.5K
|
33.7K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-210- 5.48% |
$19.5K - $22K
|
3.63K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-211- 3.58% |
$19.6K - $22.1K
|
5.69K
$608K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-211- 0.87% |
$19.6K - $22.1K
|
24.1K
$2.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-212- 1.72% |
$19.7K - $22.2K
|
12.1K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-214- 47.66% |
$19.9K - $22.4K
|
235
$25.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-219- 7.18% |
$20.3K - $22.9K
|
2.83K
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-220- 0.34% |
$20.4K - $23K
|
64.1K
$6.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-225- 3.38% |
$20.9K - $23.5K
|
6.43K
$687K
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-227- 7.13% |
$21.1K - $23.7K
|
2.96K
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-228- 5.58% |
$21.2K - $23.8K
|
3.86K
$412K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-230- 0.07% |
$21.4K - $24.1K
|
324K
$34.6M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-233- 0.99% |
$21.6K - $24.4K
|
23.3K
$2.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-241- 0.49% |
$22.4K - $25.2K
|
49.4K
$5.28M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-242- 5.47% |
$22.5K - $25.3K
|
4.18K
$446K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-244- 10.14% |
$22.7K - $25.5K
|
2.16K
$231K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-245- 4.88% |
$22.8K - $25.6K
|
4.78K
$510K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-249- 3.42% |
$23.1K - $26K
|
7.03K
$750K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-249- 6.46% |
$23.1K - $26K
|
3.61K
$385K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-256- 5.11% |
$23.8K - $26.8K
|
4.75K
$508K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-259- 7.91% |
$24.1K - $27.1K
|
3.02K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-261- 10.18% |
$24.2K - $27.3K
|
2.3K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-263- 1.1% |
$24.4K - $27.5K
|
23.6K
$2.52M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-265- 12.09% |
$24.6K - $27.7K
|
1.93K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-266- 2.57% |
$24.7K - $27.8K
|
10.1K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-267- 13.85% |
$24.8K - $27.9K
|
1.66K
$177K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-268- 6.9% |
$24.9K - $28K
|
3.62K
$386K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-272- 27.39% |
$25.3K - $28.5K
|
721
$77K
|
|
|
Aug 14, 2024
Q2 2024
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-272- 1.63% |
$25.3K - $28.5K
|
16.4K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-273- 1.35% |
$25.4K - $28.6K
|
19.9K
$2.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-277- 1.04% |
$25.7K - $29K
|
26.3K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-278- 34.19% |
$25.8K - $29.1K
|
535
$57.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-278- 10.46% |
$25.8K - $29.1K
|
2.38K
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-280- 3.12% |
$26K - $29.3K
|
8.7K
$929K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-286- 6.5% |
$26.6K - $29.9K
|
4.11K
$439K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-287- 27.31% |
$26.7K - $30K
|
764
$81.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-288- 3.12% |
$26.7K - $30.1K
|
8.94K
$955K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-289- 6.82% |
$26.8K - $30.2K
|
3.95K
$422K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-289- 5.86% |
$26.8K - $30.2K
|
4.64K
$496K
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-293- 0.45% |
$27.2K - $30.6K
|
65K
$6.95M
|