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 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.06K+ 24.43% |
$284K - $320K
|
15.6K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.05K+ 1.39% |
$283K - $319K
|
222K
$23.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.04KNew |
$282K - $318K
|
3.04K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
3.02K+ 42.76% |
$280K - $316K
|
10.1K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3KNew |
$279K - $314K
|
3K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3KNew |
$278K - $313K
|
3K
$323K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.99K+ 47.15% |
$278K - $313K
|
9.34K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.99KNew |
$278K - $313K
|
2.99K
$322K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.99KNew |
$277K - $312K
|
2.99K
$322K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.96KNew |
$275K - $310K
|
2.96K
$319K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 61.48% |
$274K - $309K
|
7.75K
$835K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.95K+ 3.6% |
$274K - $309K
|
84.8K
$9.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.9K+ 8.44% |
$269K - $303K
|
37.3K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.89K+ 6.37% |
$268K - $302K
|
48.2K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.88KNew |
$268K - $301K
|
2.88K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.88K+ 11.87% |
$267K - $301K
|
27.1K
$2.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.87KNew |
$267K - $301K
|
2.87K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.84KNew |
$264K - $297K
|
2.84K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 54.49% |
$263K - $297K
|
8.04K
$866K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82K+ 7.35% |
$262K - $295K
|
41.2K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.81K+ 8.64% |
$261K - $294K
|
35.4K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.79KNew |
$259K - $291K
|
2.79K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.77K+ 7.84% |
$257K - $290K
|
38.1K
$4.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.76KNew |
$256K - $288K
|
2.76K
$297K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.75K+ 12.79% |
$255K - $287K
|
24.2K
$2.61M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.74KNew |
$255K - $287K
|
2.74K
$296K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.74KNew |
$254K - $286K
|
2.74K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.74KNew |
$254K - $286K
|
2.74K
$295K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.73K+ 3.07% |
$253K - $285K
|
91.5K
$9.87M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.73K+ 3.07% |
$253K - $285K
|
91.5K
$9.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.72K+ 9.11% |
$252K - $284K
|
32.5K
$3.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.7K+ 4.56% |
$250K - $282K
|
61.9K
$6.67M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$250K - $282K
|
2.7K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.66K+ 47.58% |
$247K - $278K
|
8.24K
$888K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.65K+ 112.22% |
$246K - $278K
|
5.02K
$541K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.64KNew |
$245K - $276K
|
2.64K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.59KNew |
$240K - $271K
|
2.59K
$279K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.58K+ 11.93% |
$240K - $270K
|
24.2K
$2.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
2.57K+ 18.53% |
$238K - $268K
|
16.4K
$1.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.56KNew |
$237K - $267K
|
2.56K
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.55K+ 14.24% |
$236K - $266K
|
20.4K
$2.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.54K+ 5.6% |
$236K - $266K
|
47.9K
$5.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.53K+ 25.03% |
$235K - $265K
|
12.6K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.53K+ 8.29% |
$235K - $265K
|
33.1K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.53K+ 11.65% |
$235K - $265K
|
24.2K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.49KNew |
$231K - $260K
|
2.49K
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.48K+ 1.12% |
$231K - $260K
|
224K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.47KNew |
$229K - $258K
|
2.47K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.46KNew |
$228K - $257K
|
2.46K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.45K+ 19.98% |
$228K - $256K
|
14.7K
$1.59M
|