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
|
L.M. Kohn & Company
|
BUY
|
- |
678+ 10.95% |
$67.4K - $79.8K
|
6.87K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
677+ 7.01% |
$67.3K - $79.7K
|
10.3K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
658+ 12.45% |
$65.4K - $77.5K
|
5.94K
$635K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
651+ 7.4% |
$64.7K - $76.6K
|
9.44K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
650New |
$64.6K - $76.5K
|
650
$69.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
646+ 2.07% |
$64.2K - $76K
|
31.9K
$3.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
635+ 5.0% |
$63.1K - $74.7K
|
13.3K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
635+ 0.37% |
$63.1K - $74.7K
|
174K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
634+ 20.25% |
$63K - $74.6K
|
3.77K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
632+ 2.93% |
$62.8K - $74.4K
|
22.2K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
630+ 7.96% |
$62.6K - $74.2K
|
8.54K
$912K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
627+ 7.66% |
$62.3K - $73.8K
|
8.81K
$941K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
611+ 27.42% |
$60.7K - $71.9K
|
2.84K
$303K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
604+ 2.57% |
$60K - $71.1K
|
24.1K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
604+ 0.53% |
$60K - $71.1K
|
115K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
593+ 2.74% |
$58.9K - $69.8K
|
22.2K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
588+ 2.66% |
$58.4K - $69.2K
|
22.7K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
586+ 6.6% |
$58.2K - $69K
|
9.46K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
579+ 5.72% |
$57.5K - $68.2K
|
10.7K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
576+ 12.88% |
$57.2K - $67.8K
|
5.05K
$539K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
572+ 1.02% |
$56.8K - $67.3K
|
56.6K
$6.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
571+ 4.54% |
$56.7K - $67.2K
|
13.2K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
564+ 2.18% |
$56K - $66.4K
|
26.5K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
564+ 4.23% |
$56K - $66.4K
|
13.9K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
561+ 5.26% |
$55.7K - $66K
|
11.2K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
557+ 10.45% |
$55.3K - $65.6K
|
5.89K
$629K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
551+ 7.61% |
$54.7K - $64.9K
|
7.79K
$832K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
549+ 17.04% |
$54.5K - $64.6K
|
3.77K
$403K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
546+ 1.6% |
$54.2K - $64.3K
|
34.6K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
540+ 10.75% |
$53.6K - $63.6K
|
5.57K
$594K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
537+ 13.45% |
$53.4K - $63.2K
|
4.53K
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
535+ 36.15% |
$53.2K - $63K
|
2.02K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
532+ 3.07% |
$52.9K - $62.6K
|
17.9K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
526+ 11.73% |
$52.3K - $61.9K
|
5.01K
$535K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
516+ 6.24% |
$51.3K - $60.7K
|
8.79K
$939K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
515+ 1.9% |
$51.2K - $60.6K
|
27.7K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
507+ 2.74% |
$50.4K - $59.7K
|
19K
$2.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
502New |
$49.9K - $59.1K
|
502
$53.6K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
500+ 16.9% |
$49.7K - $58.9K
|
3.46K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.39% |
$49.7K - $58.9K
|
128K
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
498+ 13.64% |
$49.5K - $58.6K
|
4.15K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
489+ 17.26% |
$48.6K - $57.6K
|
3.32K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
487+ 6.38% |
$48.4K - $57.3K
|
8.12K
$867K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
484+ 18.69% |
$48.1K - $57K
|
3.07K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
480+ 20.0% |
$47.7K - $56.5K
|
2.88K
$308K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
478+ 7.42% |
$47.5K - $56.3K
|
6.92K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
475+ 3.98% |
$47.2K - $55.9K
|
12.4K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
465+ 0.62% |
$46.2K - $54.7K
|
75.7K
$8.08M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
456+ 6.68% |
$45.3K - $53.7K
|
7.29K
$778K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
455+ 3.96% |
$45.2K - $53.6K
|
11.9K
$1.28M
|