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
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.14K+ 4.47% |
$385K - $433K
|
96.7K
$10.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
4.13K+ 1.96% |
$384K - $432K
|
215K
$23.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.1K+ 94.77% |
$381K - $429K
|
8.42K
$908K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.09K+ 2.7% |
$380K - $428K
|
155K
$16.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.07K+ 2.71% |
$378K - $425K
|
154K
$16.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
4.06KNew |
$377K - $424K
|
4.06K
$437K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.05KNew |
$376K - $424K
|
4.05K
$437K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.04K+ 48.95% |
$375K - $422K
|
12.3K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4K+ 290.0% |
$372K - $419K
|
5.38K
$580K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.99K+ 14.28% |
$371K - $417K
|
31.9K
$3.44M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.99K+ 121.98% |
$370K - $417K
|
7.25K
$782K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.97K+ 1.77% |
$369K - $415K
|
229K
$24.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.9KNew |
$362K - $408K
|
3.9K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
3.88K+ 124.77% |
$360K - $406K
|
6.99K
$753K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.88KNew |
$360K - $406K
|
3.88K
$418K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.84K+ 15.7% |
$356K - $401K
|
28.3K
$3.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.84KNew |
$356K - $401K
|
3.84K
$413K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
3.83K+ 2.83% |
$356K - $400K
|
139K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.79K+ 1.28% |
$352K - $397K
|
299K
$32.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
3.76KNew |
$350K - $394K
|
3.76K
$406K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.75KNew |
$348K - $392K
|
3.75K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.72K+ 0.95% |
$345K - $389K
|
396K
$42.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.71K+ 8.27% |
$345K - $388K
|
48.6K
$5.24M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.69K+ 36.63% |
$342K - $386K
|
13.7K
$1.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.68KNew |
$342K - $385K
|
3.68K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.68KNew |
$341K - $385K
|
3.68K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.64KNew |
$338K - $381K
|
3.64K
$392K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.61KNew |
$335K - $377K
|
3.61K
$389K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.61K+ 13.73% |
$335K - $377K
|
29.9K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.6K+ 5.5% |
$334K - $376K
|
69K
$7.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
3.58KNew |
$332K - $374K
|
3.58K
$386K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.56K+ 95.72% |
$330K - $372K
|
7.27K
$783K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 42.54% |
$330K - $372K
|
11.9K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.54K+ 1.78% |
$328K - $370K
|
202K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 42.64% |
$324K - $365K
|
11.7K
$1.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
3.45K+ 16.3% |
$320K - $361K
|
24.6K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.44K+ 8.28% |
$319K - $360K
|
44.9K
$4.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.39K+ 3.86% |
$315K - $354K
|
91.3K
$9.84M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.36KNew |
$312K - $351K
|
3.36K
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 25.77% |
$305K - $343K
|
16K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.25K+ 121.83% |
$302K - $340K
|
5.91K
$637K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.23K+ 132.81% |
$300K - $337K
|
5.66K
$609K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.22K+ 30.76% |
$299K - $337K
|
13.7K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.19K+ 12.26% |
$297K - $334K
|
29.2K
$3.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.19K+ 9.75% |
$296K - $334K
|
35.9K
$3.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.17K+ 18.3% |
$294K - $332K
|
20.5K
$2.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.15KNew |
$292K - $329K
|
3.15K
$339K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
3.14K+ 20.45% |
$291K - $328K
|
18.5K
$1.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.12K+ 2.35% |
$289K - $326K
|
136K
$14.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.09K+ 6.98% |
$287K - $323K
|
47.3K
$5.1M
|