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 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-600- 14.36% |
$55.7K - $62.8K
|
3.58K
$382K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-600- 20.3% |
$55.7K - $62.8K
|
2.36K
$252K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-604- 1.28% |
$56.1K - $63.2K
|
46.7K
$4.98M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-612- 7.54% |
$56.8K - $64K
|
7.5K
$801K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-620- 0.27% |
$57.6K - $64.9K
|
231K
$24.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-630- 3.67% |
$58.5K - $65.9K
|
16.5K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-630- 20.08% |
$58.5K - $65.9K
|
2.51K
$268K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-638- 15.61% |
$59.3K - $66.7K
|
3.45K
$368K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-645- 3.59% |
$59.9K - $67.5K
|
17.3K
$1.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-650- 3.13% |
$60.4K - $68K
|
20.1K
$2.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-655- 13.7% |
$60.8K - $68.5K
|
4.13K
$441K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-660- 16.82% |
$61.3K - $69K
|
3.26K
$349K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-668- 2.0% |
$62K - $69.9K
|
32.7K
$3.49M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-670- 5.0% |
$62.2K - $70.1K
|
12.7K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-670- 13.58% |
$62.2K - $70.1K
|
4.26K
$455K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-671- 20.14% |
$62.3K - $70.2K
|
2.66K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-676- 11.74% |
$62.8K - $70.7K
|
5.08K
$543K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-677- 1.31% |
$62.9K - $70.8K
|
50.9K
$5.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-687- 0.98% |
$63.8K - $71.9K
|
69.3K
$7.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-690- 7.76% |
$64.1K - $72.2K
|
8.2K
$876K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-693- 20.94% |
$64.4K - $72.5K
|
2.62K
$280K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-696- 23.84% |
$64.6K - $72.8K
|
2.22K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-698- 8.2% |
$64.8K - $73K
|
7.82K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-708- 6.35% |
$65.8K - $74.1K
|
10.5K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-719- 8.86% |
$66.8K - $75.2K
|
7.4K
$790K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-726- 17.7% |
$67.4K - $75.9K
|
3.38K
$360K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-734- 3.99% |
$68.2K - $76.8K
|
17.6K
$1.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-742- 2.41% |
$68.9K - $77.6K
|
30K
$3.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-745- 2.48% |
$69.2K - $77.9K
|
29.3K
$3.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-755- 3.04% |
$70.1K - $79K
|
24.1K
$2.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-766- 2.33% |
$71.1K - $80.1K
|
32.1K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-770- 2.01% |
$71.5K - $80.5K
|
37.5K
$4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-775- 14.24% |
$72K - $81.1K
|
4.67K
$498K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-775- 16.82% |
$72K - $81.1K
|
3.83K
$409K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-787- 0.93% |
$73.1K - $82.3K
|
84K
$8.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-801- 2.0% |
$74.4K - $83.8K
|
39.2K
$4.19M
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-804- 18.56% |
$74.7K - $84.1K
|
3.53K
$377K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-805- 17.61% |
$74.8K - $84.2K
|
3.77K
$402K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-811- 7.42% |
$75.3K - $84.8K
|
10.1K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-816- 0.32% |
$75.8K - $85.4K
|
257K
$27.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-822- 4.88% |
$76.3K - $86K
|
16K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-849- 18.87% |
$78.8K - $88.8K
|
3.65K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-856- 7.83% |
$79.5K - $89.5K
|
10.1K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-863- 10.94% |
$80.1K - $90.3K
|
7.03K
$750K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-868- 1.56% |
$80.6K - $90.8K
|
54.9K
$5.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-868- 7.01% |
$80.6K - $90.8K
|
11.5K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-877- 27.64% |
$81.4K - $91.7K
|
2.3K
$245K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-878- 10.67% |
$81.5K - $91.8K
|
7.35K
$785K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-893- 9.56% |
$82.9K - $93.4K
|
8.45K
$903K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-893- 5.97% |
$82.9K - $93.4K
|
14.1K
$1.5M
|