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 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-409- 3.38% |
$38K - $42.8K
|
11.7K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-409- 3.12% |
$38K - $42.8K
|
12.7K
$1.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-412- 3.03% |
$38.3K - $43.1K
|
13.2K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-417- 8.77% |
$38.7K - $43.6K
|
4.34K
$508K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-424- 4.01% |
$39.4K - $44.4K
|
10.1K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-426- 1.89% |
$39.6K - $44.6K
|
22.1K
$2.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-428- 6.96% |
$39.7K - $44.8K
|
5.72K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-430- 0.79% |
$39.9K - $45K
|
53.7K
$6.3M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-431- 5.73% |
$40K - $45.1K
|
7.09K
$831K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-431- 1.4% |
$40K - $45.1K
|
30.4K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-435- 3.64% |
$40.4K - $45.5K
|
11.5K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-439- 9.34% |
$40.8K - $45.9K
|
4.26K
$499K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-443- 2.44% |
$41.1K - $46.3K
|
17.7K
$2.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-450- 7.09% |
$41.8K - $47.1K
|
5.89K
$690K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-453- 11.29% |
$42.1K - $47.4K
|
3.56K
$417K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-455- 3.27% |
$42.3K - $47.6K
|
13.4K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-458- 2.62% |
$42.5K - $47.9K
|
17K
$1.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-460- 56.79% |
$42.7K - $48.1K
|
350
$41K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-460- 8.06% |
$42.7K - $48.1K
|
5.24K
$614K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-461- 2.23% |
$42.8K - $48.2K
|
20.2K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-461- 3.75% |
$42.8K - $48.2K
|
11.8K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 4.16% |
$43K - $48.4K
|
10.7K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-467- 1.92% |
$43.4K - $48.8K
|
23.8K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-467- 3.61% |
$43.4K - $48.8K
|
12.5K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-469- 15.44% |
$43.6K - $49.1K
|
2.57K
$301K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-473- 3.15% |
$43.9K - $49.5K
|
14.5K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-479- 3.3% |
$44.5K - $50.1K
|
14K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-482- 1.73% |
$44.8K - $50.4K
|
27.4K
$3.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-482- 14.89% |
$44.8K - $50.4K
|
2.75K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-488- 11.97% |
$45.3K - $51K
|
3.59K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-495- 5.62% |
$46K - $51.8K
|
8.32K
$975K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-496- 14.11% |
$46.1K - $51.9K
|
3.02K
$354K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-496- 10.83% |
$46.1K - $51.9K
|
4.08K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-499- 8.53% |
$46.3K - $52.2K
|
5.35K
$627K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-500- 1.53% |
$46.4K - $52.3K
|
32.1K
$3.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-514- 3.16% |
$47.7K - $53.8K
|
15.7K
$1.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-516- 17.44% |
$47.9K - $54K
|
2.44K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-523- 8.01% |
$48.6K - $54.7K
|
6K
$703K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-525- 7.01% |
$48.8K - $54.9K
|
6.97K
$816K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-535- 20.7% |
$49.7K - $56K
|
2.05K
$240K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-538- 4.56% |
$50K - $56.3K
|
11.3K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-539- 6.72% |
$50.1K - $56.4K
|
7.48K
$877K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-539- 1.19% |
$50.1K - $56.4K
|
44.9K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-547- 2.76% |
$50.8K - $57.2K
|
19.3K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-551- 2.17% |
$51.2K - $57.6K
|
24.9K
$2.92M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-558- 22.91% |
$51.8K - $58.4K
|
1.88K
$220K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-563- 8.32% |
$52.3K - $58.9K
|
6.21K
$727K
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-566- 5.91% |
$52.6K - $59.2K
|
9.01K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-568- 4.45% |
$52.8K - $59.4K
|
12.2K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-568- 13.29% |
$52.8K - $59.4K
|
3.71K
$434K
|