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
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.4KNew |
$594K - $669K
|
6.4K
$690K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
6.09K+ 12.79% |
$566K - $637K
|
53.7K
$5.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.99K+ 23.71% |
$557K - $627K
|
31.3K
$3.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.98K+ 32.04% |
$555K - $625K
|
24.6K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.96K+ 17.41% |
$553K - $623K
|
40.2K
$4.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.93KNew |
$550K - $620K
|
5.93K
$639K
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
5.88K+ 16.84% |
$546K - $615K
|
40.8K
$4.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.84K+ 6.72% |
$542K - $611K
|
92.8K
$10M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.8KNew |
$538K - $606K
|
5.8K
$625K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.79K+ 11.94% |
$538K - $606K
|
54.3K
$5.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.76K+ 41.84% |
$535K - $603K
|
19.5K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
5.74KNew |
$533K - $600K
|
5.74K
$618K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.72K+ 6.54% |
$531K - $598K
|
93.1K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.67KNew |
$526K - $593K
|
5.67K
$611K
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
BUY
|
- |
5.66K+ 1.87% |
$526K - $592K
|
308K
$33.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
5.63K+ 42.94% |
$523K - $589K
|
18.8K
$2.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.62K+ 251.21% |
$522K - $588K
|
7.86K
$847K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.59K+ 5.41% |
$519K - $585K
|
109K
$11.7M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.55KNew |
$516K - $581K
|
5.55K
$599K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.49K+ 20.54% |
$510K - $574K
|
32.2K
$3.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
5.47KNew |
$508K - $572K
|
5.47K
$589K
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5.38K+ 2.99% |
$500K - $563K
|
185K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.33KNew |
$495K - $558K
|
5.33K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.26KNew |
$489K - $551K
|
5.26K
$567K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.12K+ 3.18% |
$476K - $536K
|
166K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.04KNew |
$468K - $528K
|
5.04K
$544K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.02K+ 4.59% |
$466K - $525K
|
114K
$12.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5KNew |
$464K - $523K
|
5K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.95K+ 47.41% |
$459K - $517K
|
15.4K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.88K+ 23.07% |
$453K - $510K
|
26K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4.85K+ 96.94% |
$450K - $507K
|
9.85K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$448K - $505K
|
4.83K
$520K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.77K+ 1.23% |
$443K - $499K
|
391K
$42.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.72KNew |
$439K - $494K
|
4.72K
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
4.7K+ 37.67% |
$436K - $492K
|
17.2K
$1.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.68K+ 20.07% |
$434K - $489K
|
28K
$3.02M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.67K+ 5.89% |
$433K - $488K
|
83.8K
$9.04M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.61K+ 25.75% |
$428K - $482K
|
22.5K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
4.58K+ 25.94% |
$425K - $479K
|
22.2K
$2.39M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.49KNew |
$417K - $470K
|
4.49K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.45KNew |
$414K - $466K
|
4.45K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.41K+ 8.67% |
$410K - $462K
|
55.3K
$5.96M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.41K+ 22.87% |
$410K - $461K
|
23.7K
$2.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.34KNew |
$403K - $454K
|
4.34K
$468K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.25KNew |
$395K - $444K
|
4.25K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.22KNew |
$392K - $441K
|
4.22K
$454K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.21K+ 2.19% |
$391K - $440K
|
196K
$21.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.16KNew |
$386K - $435K
|
4.16K
$448K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.15K+ 3.16% |
$385K - $434K
|
135K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.14KNew |
$385K - $433K
|
4.14K
$446K
|