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 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-2.09K- 19.67% |
$194K - $219K
|
8.54K
$946K
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-2.09K- 7.16% |
$194K - $219K
|
27.2K
$3.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 9.94% |
$197K - $222K
|
19.2K
$2.12M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.14K- 51.79% |
$199K - $224K
|
2K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.15K- 48.64% |
$199K - $224K
|
2.27K
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-2.15K- 48.72% |
$200K - $225K
|
2.26K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.16K- 16.96% |
$201K - $226K
|
10.6K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.17K- 7.67% |
$202K - $227K
|
26.1K
$2.89M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 40.47% |
$203K - $229K
|
3.22K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-2.29K- 11.9% |
$213K - $240K
|
17K
$1.88M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.35K- 4.54% |
$218K - $246K
|
49.4K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.39K- 0.56% |
$222K - $250K
|
421K
$46.7M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.41K- 4.65% |
$223K - $252K
|
49.3K
$5.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.44K- 26.83% |
$227K - $256K
|
6.66K
$738K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.48K- 4.69% |
$231K - $260K
|
50.4K
$5.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.49K- 2.6% |
$231K - $261K
|
93.2K
$10.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.5K- 3.86% |
$233K - $262K
|
62.3K
$6.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.52K- 60.23% |
$234K - $263K
|
1.66K
$184K
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.52K- 1.65% |
$234K - $264K
|
151K
$16.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.54K- 9.88% |
$236K - $266K
|
23.2K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.58K- 0.6% |
$240K - $270K
|
428K
$47.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.68K- 12.95% |
$249K - $280K
|
18K
$2M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.7K- 26.06% |
$250K - $282K
|
7.65K
$847K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.72K- 2.84% |
$253K - $285K
|
93.2K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-2.79K- 2.66% |
$259K - $292K
|
102K
$11.3M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.8K- 11.43% |
$260K - $293K
|
21.7K
$2.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.81K- 3.32% |
$261K - $294K
|
81.9K
$9.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.82K- 2.71% |
$262K - $295K
|
101K
$11.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.82K- 27.44% |
$262K - $295K
|
7.45K
$826K
|
|
|
Aug 14, 2024
Q2 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.84K- 1.24% |
$264K - $297K
|
227K
$25.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-2.87K- 7.92% |
$267K - $300K
|
33.4K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-3K- 2.29% |
$279K - $314K
|
128K
$14.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.01K- 1.89% |
$279K - $314K
|
156K
$17.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-3.03K- 30.06% |
$281K - $317K
|
7.05K
$780K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.06K- 3.82% |
$284K - $320K
|
77.1K
$8.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-3.08K- 19.05% |
$286K - $322K
|
13.1K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.11K- 1.21% |
$289K - $325K
|
254K
$28.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.15K- 33.49% |
$292K - $329K
|
6.25K
$692K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.17K- 0.77% |
$294K - $331K
|
406K
$44.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.25K- 6.53% |
$302K - $340K
|
46.5K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.36K- 31.56% |
$312K - $352K
|
7.29K
$808K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-3.36K- 24.04% |
$312K - $352K
|
10.6K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.39K- 50.17% |
$315K - $355K
|
3.37K
$373K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.5K- 0.56% |
$325K - $367K
|
624K
$69.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.65K- 11.93% |
$339K - $382K
|
26.9K
$2.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-3.67K- 1.47% |
$341K - $384K
|
245K
$27.2M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.71K- 10.83% |
$344K - $388K
|
30.6K
$3.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.73K- 4.34% |
$347K - $391K
|
82.2K
$9.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-3.76K- 21.86% |
$349K - $393K
|
13.4K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.76K- 3.72% |
$349K - $393K
|
97.3K
$10.8M
|