Purchases and Sales Made in Q3 2024 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.52KNew |
$151K - $179K
|
1.52K
$162K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.5K+ 12.46% |
$149K - $177K
|
13.5K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.5K+ 1.57% |
$149K - $177K
|
96.9K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.5KNew |
$149K - $177K
|
1.5K
$160K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.5K+ 1.63% |
$149K - $176K
|
93.2K
$9.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.49K+ 6.22% |
$148K - $176K
|
25.5K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.49K+ 8.13% |
$148K - $176K
|
19.8K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.44K+ 1.49% |
$143K - $170K
|
98.2K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
1.44K+ 28.09% |
$143K - $170K
|
6.57K
$702K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.44K+ 4.35% |
$143K - $169K
|
34.5K
$3.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.43K+ 9.44% |
$142K - $169K
|
16.6K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 20.34% |
$142K - $168K
|
8.43K
$901K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.42K+ 2.19% |
$141K - $167K
|
65.9K
$7.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.41K+ 16.63% |
$140K - $166K
|
9.88K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.41K+ 0.95% |
$140K - $166K
|
150K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.4K+ 6.93% |
$139K - $165K
|
21.6K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.4K+ 4.68% |
$139K - $164K
|
31.3K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.39K+ 1.51% |
$138K - $164K
|
93.7K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.39K+ 10.16% |
$138K - $164K
|
15.1K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.38K+ 28.32% |
$137K - $163K
|
6.26K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.38K+ 0.41% |
$137K - $162K
|
337K
$36M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.38K+ 475.52% |
$137K - $162K
|
1.67K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.37K+ 1.1% |
$136K - $161K
|
127K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.35K+ 2.99% |
$134K - $159K
|
46.4K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 18.78% |
$134K - $158K
|
8.52K
$909K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.34K+ 41.31% |
$133K - $158K
|
4.59K
$491K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.34K+ 3.18% |
$133K - $158K
|
43.6K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 4.57% |
$133K - $157K
|
30.6K
$3.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
1.34K+ 20.91% |
$133K - $157K
|
7.72K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.33K+ 2.85% |
$132K - $157K
|
48K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.33K+ 7.31% |
$132K - $156K
|
19.5K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 30.3% |
$131K - $155K
|
5.65K
$604K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 1.74% |
$130K - $154K
|
76.4K
$8.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.31K+ 1.88% |
$130K - $154K
|
70.6K
$7.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.3K+ 1.4% |
$129K - $153K
|
94.1K
$10M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.28K+ 9.35% |
$127K - $151K
|
15K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.27K+ 20.9% |
$126K - $149K
|
7.33K
$783K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.25K+ 1.57% |
$124K - $147K
|
81.3K
$8.68M
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.25K+ 5.66% |
$124K - $147K
|
23.3K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.22K+ 11.49% |
$121K - $144K
|
11.9K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.2K+ 7.05% |
$119K - $141K
|
18.2K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.18K+ 83.16% |
$117K - $138K
|
2.59K
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.16K+ 7.37% |
$115K - $137K
|
16.9K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.15K+ 45.0% |
$114K - $136K
|
3.71K
$396K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.15K+ 7.97% |
$114K - $135K
|
15.6K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.14K+ 3.45% |
$113K - $134K
|
34.2K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.12K+ 5.47% |
$111K - $132K
|
21.6K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.07KNew |
$106K - $126K
|
1.07K
$114K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.07K+ 27.87% |
$106K - $126K
|
4.9K
$523K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.06K+ 105.7% |
$105K - $124K
|
2.06K
$220K
|