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
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.96K+ 14.8% |
$182K - $205K
|
15.2K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.94K+ 10.46% |
$180K - $203K
|
20.5K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Bruce & Co., Inc.
Chicago, IL |
BUY
|
- |
1.93K+ 0.94% |
$179K - $201K
|
206K
$22.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.92KNew |
$178K - $200K
|
1.92K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.9K+ 0.12% |
$176K - $198K
|
1.55M
$167M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.89K+ 3.49% |
$176K - $198K
|
56K
$6.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.86KNew |
$173K - $194K
|
1.86K
$200K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.84K+ 4.56% |
$171K - $193K
|
42.3K
$4.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.83K+ 18.97% |
$170K - $192K
|
11.5K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.83K+ 8.18% |
$170K - $192K
|
24.2K
$2.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 14.89% |
$169K - $191K
|
14.1K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.82K+ 2.78% |
$169K - $190K
|
67.3K
$7.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.76K+ 5.9% |
$163K - $184K
|
31.6K
$3.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.74K+ 3.81% |
$162K - $182K
|
47.4K
$5.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.74K+ 14.95% |
$161K - $182K
|
13.3K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
1.73K+ 2.1% |
$161K - $181K
|
84.1K
$9.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.72KNew |
$160K - $180K
|
1.72K
$185K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.7K+ 1.07% |
$158K - $178K
|
160K
$17.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.69K+ 15.95% |
$157K - $177K
|
12.3K
$1.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.68K+ 5.83% |
$156K - $176K
|
30.6K
$3.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.68K+ 4.27% |
$156K - $175K
|
40.9K
$4.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.65K+ 12.16% |
$153K - $172K
|
15.2K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.62K+ 992.64% |
$150K - $169K
|
1.78K
$192K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.59K+ 20.57% |
$148K - $167K
|
9.34K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.59K+ 16.86% |
$147K - $166K
|
11K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.58K+ 10.16% |
$146K - $165K
|
17.1K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.58K+ 62.45% |
$146K - $165K
|
4.1K
$442K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.57K+ 27.79% |
$146K - $164K
|
7.21K
$778K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.56K+ 5.76% |
$145K - $164K
|
28.7K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.55K+ 27.33% |
$144K - $162K
|
7.23K
$779K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.54K+ 10.44% |
$143K - $161K
|
16.3K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.54K+ 1.81% |
$143K - $161K
|
86.5K
$9.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.49K+ 14.64% |
$138K - $155K
|
11.6K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.48K+ 0.86% |
$138K - $155K
|
173K
$18.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.45KNew |
$135K - $152K
|
1.45K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.43KNew |
$133K - $149K
|
1.43K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.36K+ 10.32% |
$127K - $143K
|
14.6K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.36K+ 4.24% |
$126K - $142K
|
33.5K
$3.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.35K+ 14.43% |
$126K - $142K
|
10.7K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
1.35K+ 7.54% |
$125K - $141K
|
19.3K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.33KNew |
$124K - $139K
|
1.33K
$144K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.33KNew |
$124K - $139K
|
1.33K
$144K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.33KNew |
$123K - $139K
|
1.33K
$143K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
1.31K+ 2.14% |
$121K - $137K
|
62.3K
$6.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 10.75% |
$120K - $135K
|
13.3K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 23.58% |
$119K - $134K
|
6.74K
$726K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.28K+ 2.99% |
$119K - $134K
|
44K
$4.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.28K+ 5.76% |
$118K - $133K
|
23.4K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.27K+ 9.45% |
$118K - $133K
|
14.7K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.25K+ 17.71% |
$116K - $130K
|
8.29K
$893K
|