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 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-294- 10.41% |
$27.3K - $30.8K
|
2.53K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-297- 0.46% |
$27.6K - $31.1K
|
64.9K
$6.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-297- 1.7% |
$27.6K - $31.1K
|
17.2K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-297- 3.65% |
$27.6K - $31.1K
|
7.84K
$837K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-298- 12.2% |
$27.7K - $31.2K
|
2.14K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-298- 12.1% |
$27.7K - $31.2K
|
2.17K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-300- 13.59% |
$27.9K - $31.4K
|
1.91K
$204K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 2.45% |
$27.9K - $31.4K
|
12K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-308- 8.16% |
$28.6K - $32.2K
|
3.47K
$370K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-314- 4.3% |
$29.2K - $32.8K
|
6.99K
$746K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-320- 12.09% |
$29.7K - $33.5K
|
2.33K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-321- 8.47% |
$29.8K - $33.6K
|
3.47K
$371K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-325- 36.48% |
$30.2K - $34K
|
566
$60.5K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-333- 3.89% |
$30.9K - $34.8K
|
8.22K
$878K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-333- 1.23% |
$30.9K - $34.8K
|
26.7K
$2.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-335- 3.59% |
$31.1K - $35K
|
8.99K
$961K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-335- 6.58% |
$31.1K - $35K
|
4.76K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-335- 13.72% |
$31.1K - $35K
|
2.11K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-336- 12.96% |
$31.2K - $35.1K
|
2.26K
$241K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-338- 0.42% |
$31.4K - $35.4K
|
80K
$8.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Nepsis Inc.
|
SELL
|
- |
-341- 2.05% |
$31.7K - $35.7K
|
16.3K
$1.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-343- 6.04% |
$31.9K - $35.9K
|
5.34K
$570K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-352- 9.0% |
$32.7K - $36.8K
|
3.56K
$380K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-356- 12.53% |
$33.1K - $37.2K
|
2.49K
$266K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-367- 2.21% |
$34.1K - $38.4K
|
16.2K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-368- 8.19% |
$34.2K - $38.5K
|
4.12K
$440K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-372- 6.44% |
$34.5K - $38.9K
|
5.4K
$577K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-374- 2.24% |
$34.7K - $39.1K
|
16.3K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-375- 0.91% |
$34.8K - $39.2K
|
40.8K
$4.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-377- 2.62% |
$35K - $39.4K
|
14K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-379- 4.69% |
$35.2K - $39.6K
|
7.7K
$822K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-382- 4.37% |
$35.5K - $40K
|
8.37K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-383- 3.63% |
$35.6K - $40.1K
|
10.2K
$1.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-391- 6.49% |
$36.3K - $40.9K
|
5.63K
$602K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-393- 0.79% |
$36.5K - $41.1K
|
49.3K
$5.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-394- 0.67% |
$36.6K - $41.2K
|
58.2K
$6.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-400- 14.58% |
$37.1K - $41.8K
|
2.34K
$250K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-401- 2.58% |
$37.2K - $41.9K
|
15.1K
$1.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-402- 6.5% |
$37.3K - $42K
|
5.78K
$617K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-403- 2.76% |
$37.4K - $42.2K
|
14.2K
$1.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-409- 3.38% |
$38K - $42.8K
|
11.7K
$1.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-409- 3.12% |
$38K - $42.8K
|
12.7K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-412- 3.03% |
$38.3K - $43.1K
|
13.2K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-417- 8.77% |
$38.7K - $43.6K
|
4.34K
$463K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-424- 4.01% |
$39.4K - $44.4K
|
10.1K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-426- 1.89% |
$39.6K - $44.6K
|
22.1K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-428- 6.96% |
$39.7K - $44.8K
|
5.72K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-430- 0.79% |
$39.9K - $45K
|
53.7K
$5.74M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-431- 5.73% |
$40K - $45.1K
|
7.09K
$757K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-431- 1.4% |
$40K - $45.1K
|
30.4K
$3.25M
|