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
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.45K+ 6.75% |
$228K - $256K
|
38.8K
$4.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.43K+ 5.37% |
$226K - $255K
|
47.8K
$5.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2.43K+ 1.0% |
$226K - $254K
|
246K
$26.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.39K+ 4.51% |
$222K - $250K
|
55.5K
$5.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.39KNew |
$222K - $250K
|
2.39K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.38K+ 1.65% |
$221K - $249K
|
147K
$15.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.32K+ 0.84% |
$216K - $243K
|
277K
$29.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.32KNew |
$215K - $242K
|
2.32K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$214K - $241K
|
2.3K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.29K+ 2.54% |
$213K - $239K
|
92.3K
$9.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.27K+ 1.85% |
$211K - $237K
|
125K
$13.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.25KNew |
$209K - $235K
|
2.25K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.22K+ 8.15% |
$206K - $233K
|
29.5K
$3.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.19K+ 7.09% |
$203K - $229K
|
33K
$3.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
2.18KNew |
$203K - $228K
|
2.18K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.18KNew |
$203K - $228K
|
2.18K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.17K+ 35.25% |
$202K - $227K
|
8.33K
$898K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.17K+ 17.42% |
$201K - $227K
|
14.6K
$1.57M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.16KNew |
$201K - $226K
|
2.16K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.16K+ 39.56% |
$200K - $226K
|
7.61K
$820K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.16KNew |
$200K - $225K
|
2.16K
$232K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$199K - $225K
|
2.15K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.14K+ 3.85% |
$199K - $224K
|
57.7K
$6.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.13K+ 5.98% |
$198K - $223K
|
37.8K
$4.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.13K+ 35.53% |
$198K - $223K
|
8.13K
$876K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.13K+ 18.51% |
$197K - $222K
|
13.6K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.12KNew |
$197K - $222K
|
2.12K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.12K+ 11.96% |
$197K - $222K
|
19.9K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.11KNew |
$196K - $221K
|
2.11K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.11K+ 10.83% |
$196K - $220K
|
21.6K
$2.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.09K+ 11.81% |
$194K - $219K
|
19.8K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.09K+ 4.67% |
$194K - $219K
|
46.9K
$5.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.09KNew |
$194K - $218K
|
2.09K
$225K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.08KNew |
$194K - $218K
|
2.08K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.08KNew |
$193K - $217K
|
2.08K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.07K+ 71.95% |
$192K - $216K
|
4.94K
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.06KNew |
$192K - $216K
|
2.06K
$222K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.05K+ 2.81% |
$191K - $215K
|
75.1K
$8.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.05KNew |
$190K - $214K
|
2.05K
$221K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.04KNew |
$189K - $213K
|
2.04K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.03K+ 6.79% |
$189K - $213K
|
32K
$3.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.03KNew |
$189K - $213K
|
2.03K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
2.03KNew |
$188K - $212K
|
2.03K
$218K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2.02KNew |
$187K - $211K
|
2.02K
$217K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
2.01KNew |
$186K - $210K
|
2.01K
$216K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2KNew |
$186K - $209K
|
2K
$216K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2KNew |
$186K - $209K
|
2K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2K+ 35.42% |
$185K - $209K
|
7.63K
$822K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.99K+ 7.05% |
$185K - $209K
|
30.3K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.98K+ 12.38% |
$184K - $207K
|
18K
$1.94M
|