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 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.06K+ 29.66% |
$105K - $124K
|
4.61K
$493K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.04K+ 2.09% |
$103K - $122K
|
50.6K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.02K+ 0.88% |
$102K - $121K
|
118K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.02K+ 2.64% |
$101K - $120K
|
39.7K
$4.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.01K+ 3.68% |
$101K - $119K
|
28.5K
$3.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.01K+ 23.14% |
$100K - $119K
|
5.36K
$572K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
989+ 1.18% |
$98.3K - $116K
|
85K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
985+ 2.23% |
$97.9K - $116K
|
45.2K
$4.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
983+ 5.2% |
$97.7K - $116K
|
19.9K
$2.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
961+ 1.14% |
$95.5K - $113K
|
85.1K
$9.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
960+ 6.52% |
$95.4K - $113K
|
15.7K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
958+ 5.33% |
$95.2K - $113K
|
18.9K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
948+ 6.16% |
$94.2K - $112K
|
16.3K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
947+ 2.28% |
$94.1K - $111K
|
42.5K
$4.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
938+ 11.44% |
$93.2K - $110K
|
9.14K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
932+ 5.92% |
$92.6K - $110K
|
16.7K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
931+ 29.38% |
$92.5K - $110K
|
4.1K
$438K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
918+ 2.43% |
$91.2K - $108K
|
38.8K
$4.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
915+ 24.84% |
$90.9K - $108K
|
4.6K
$491K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
912+ 7.84% |
$90.6K - $107K
|
12.5K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
900+ 4.09% |
$89.4K - $106K
|
22.9K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
900+ 11.15% |
$89.4K - $106K
|
8.97K
$958K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
873+ 5.11% |
$86.7K - $103K
|
18K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
865+ 23.76% |
$85.9K - $102K
|
4.51K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
860+ 38.14% |
$85.4K - $101K
|
3.12K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
856+ 4.19% |
$85K - $101K
|
21.3K
$2.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
847+ 32.78% |
$84.1K - $99.7K
|
3.43K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
842+ 33.07% |
$83.7K - $99.1K
|
3.39K
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
838+ 0.3% |
$83.3K - $98.6K
|
280K
$29.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
836+ 4.03% |
$83.1K - $98.4K
|
21.6K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
820+ 2.63% |
$81.5K - $96.5K
|
32K
$3.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
810+ 5.7% |
$80.5K - $95.3K
|
15K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
809+ 2.09% |
$80.4K - $95.2K
|
39.5K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
809+ 7.1% |
$80.4K - $95.2K
|
12.2K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
800+ 3.1% |
$79.5K - $94.2K
|
26.6K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
787+ 20.26% |
$78.2K - $92.6K
|
4.67K
$499K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
781+ 21.96% |
$77.6K - $91.9K
|
4.34K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
778+ 3.33% |
$77.3K - $91.6K
|
24.1K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
766+ 32.68% |
$76.1K - $90.2K
|
3.11K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
761+ 13.42% |
$75.6K - $89.6K
|
6.43K
$687K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
757+ 10.41% |
$75.2K - $89.1K
|
8.03K
$857K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
727New |
$72.2K - $85.6K
|
727
$77.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
723New |
$71.8K - $85.1K
|
723
$77.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
723+ 9.51% |
$71.8K - $85.1K
|
8.33K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
719+ 2.99% |
$71.4K - $84.6K
|
24.8K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
713+ 6.48% |
$70.8K - $83.9K
|
11.7K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
709+ 8.81% |
$70.4K - $83.5K
|
8.76K
$935K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
708+ 5.76% |
$70.3K - $83.3K
|
13K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
704+ 2.04% |
$69.9K - $82.9K
|
35.2K
$3.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
683+ 8.81% |
$67.9K - $80.4K
|
8.43K
$901K
|