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 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-911- 4.4% |
$84.6K - $95.3K
|
19.8K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-912- 2.15% |
$84.7K - $95.4K
|
41.4K
$4.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-916- 77.76% |
$85.1K - $95.8K
|
262
$28K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-926- 0.68% |
$86K - $96.9K
|
136K
$14.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-933- 8.03% |
$86.6K - $97.6K
|
10.7K
$1.14M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-950- 25.84% |
$88.2K - $99.4K
|
2.73K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-968- 8.53% |
$89.9K - $101K
|
10.4K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-971- 5.41% |
$90.2K - $102K
|
17K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-978- 26.19% |
$90.8K - $102K
|
2.76K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-979- 6.83% |
$90.9K - $102K
|
13.4K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-979- 4.21% |
$90.9K - $102K
|
22.3K
$2.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-982- 4.01% |
$91.2K - $103K
|
23.5K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-997- 24.26% |
$92.6K - $104K
|
3.11K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1K- 24.74% |
$92.9K - $105K
|
3.04K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.01K- 4.11% |
$93.3K - $105K
|
23.5K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.01K- 24.67% |
$94.2K - $106K
|
3.1K
$331K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.02K- 5.68% |
$94.6K - $107K
|
16.9K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.03K- 2.28% |
$96K - $108K
|
44.4K
$4.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.03K- 13.81% |
$96K - $108K
|
6.45K
$689K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.05K- 18.05% |
$97K - $109K
|
4.75K
$507K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.05K- 0.16% |
$97.2K - $110K
|
660K
$70.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-1.05K- 19.27% |
$97.5K - $110K
|
4.4K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.05K- 3.82% |
$97.7K - $110K
|
26.5K
$2.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.06K- 2.06% |
$98K - $110K
|
50.2K
$5.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.08K- 11.7% |
$99.9K - $113K
|
8.12K
$867K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.08K- 7.52% |
$100K - $113K
|
13.3K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.09K- 2.18% |
$101K - $114K
|
48.8K
$5.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.09K- 3.84% |
$101K - $114K
|
27.3K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.09K- 59.24% |
$101K - $114K
|
750
$80.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.1K- 33.34% |
$103K - $115K
|
2.21K
$236K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.11K- 13.75% |
$103K - $116K
|
6.98K
$745K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.12K- 0.92% |
$104K - $117K
|
121K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.13K- 14.6% |
$105K - $119K
|
6.63K
$708K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.13K- 2.64% |
$105K - $119K
|
41.8K
$4.46M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.15K- 4.0% |
$107K - $120K
|
27.6K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.15K- 19.3% |
$107K - $120K
|
4.8K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-1.15K- 0.35% |
$107K - $120K
|
329K
$35.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.15K- 0.71% |
$107K - $120K
|
161K
$17.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.15K- 6.29% |
$107K - $120K
|
17.1K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.15K- 1.49% |
$107K - $121K
|
76.1K
$8.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.17K- 11.19% |
$108K - $122K
|
9.25K
$988K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.17K- 18.49% |
$109K - $122K
|
5.16K
$551K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.18K- 7.52% |
$109K - $123K
|
14.4K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 2.67% |
$111K - $126K
|
43.7K
$4.67M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.23K- 19.94% |
$115K - $129K
|
4.96K
$529K
|
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.25K- 5.35% |
$116K - $131K
|
22.1K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.26K- 18.68% |
$117K - $131K
|
5.47K
$584K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-1.27K- 1.98% |
$118K - $132K
|
62.8K
$6.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.27K- 25.58% |
$118K - $132K
|
3.68K
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 8.41% |
$119K - $134K
|
14K
$1.49M
|