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
|
Twin Capital Management Inc
|
SELL
|
- |
-1.3K- 3.76% |
$121K - $136K
|
33.2K
$3.55M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.3K- 7.2% |
$121K - $136K
|
16.8K
$1.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.3K- 15.61% |
$121K - $136K
|
7.05K
$753K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.3K- 5.56% |
$121K - $136K
|
22.2K
$2.37M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.31K- 1.71% |
$122K - $137K
|
75.2K
$8.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.33K- 13.13% |
$123K - $139K
|
8.77K
$936K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.33K- 3.6% |
$123K - $139K
|
35.6K
$3.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.33K- 17.86% |
$124K - $139K
|
6.12K
$654K
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.33K- 14.54% |
$124K - $139K
|
7.83K
$836K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.36K- 19.28% |
$126K - $142K
|
5.7K
$609K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.37K- 35.29% |
$127K - $143K
|
2.51K
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.4K- 19.81% |
$130K - $146K
|
5.66K
$605K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-1.41K- 10.11% |
$131K - $147K
|
12.5K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.42K- 34.09% |
$132K - $148K
|
2.74K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-1.44K- 37.91% |
$133K - $150K
|
2.35K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.44K- 24.58% |
$133K - $150K
|
4.41K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.44K- 5.07% |
$134K - $151K
|
27K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.44K- 0.93% |
$134K - $151K
|
153K
$16.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.45K- 0.84% |
$134K - $151K
|
171K
$18.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.47K- 3.01% |
$137K - $154K
|
47.5K
$5.08M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-1.47K- 2.2% |
$137K - $154K
|
65.5K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.47K- 2.19% |
$137K - $154K
|
66K
$7.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.48K- 28.56% |
$138K - $155K
|
3.71K
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.49K- 9.0% |
$139K - $156K
|
15.1K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 4.89% |
$140K - $157K
|
29.3K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.51K- 3.66% |
$140K - $158K
|
39.7K
$4.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.57K- 11.7% |
$146K - $165K
|
11.9K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.63K- 1.25% |
$151K - $170K
|
129K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.63K- 34.01% |
$151K - $171K
|
3.16K
$338K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.67K- 40.23% |
$155K - $175K
|
2.49K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.68K- 6.87% |
$156K - $176K
|
22.7K
$2.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.7K- 4.98% |
$158K - $178K
|
32.5K
$3.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.71K- 27.35% |
$159K - $179K
|
4.54K
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-1.71K- 1.92% |
$159K - $179K
|
87.5K
$9.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.73K- 27.94% |
$160K - $181K
|
4.46K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.76K- 1.34% |
$164K - $184K
|
130K
$13.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.76K- 6.36% |
$164K - $184K
|
25.9K
$2.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.77K- 2.38% |
$164K - $185K
|
72.4K
$7.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.77K- 8.25% |
$165K - $185K
|
19.7K
$2.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.78K- 12.95% |
$165K - $186K
|
11.9K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.85K- 19.26% |
$172K - $194K
|
7.75K
$828K
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.87K- 25.05% |
$173K - $195K
|
5.59K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.9K- 5.08% |
$176K - $198K
|
35.4K
$3.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.94K- 1.8% |
$180K - $203K
|
106K
$11.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.95K- 3.88% |
$181K - $204K
|
48.3K
$5.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.97K- 4.3% |
$183K - $206K
|
43.7K
$4.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.98K- 4.45% |
$184K - $207K
|
42.6K
$4.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-1.99K- 10.11% |
$185K - $208K
|
17.7K
$1.89M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2.08K- 16.75% |
$193K - $217K
|
10.3K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.08K- 65.66% |
$193K - $218K
|
1.09K
$116K
|