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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
453+ 7.84% |
$45K - $53.3K
|
6.23K
$665K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
449+ 1.1% |
$44.6K - $52.9K
|
41.4K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
443+ 2.98% |
$44K - $52.1K
|
15.3K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
442+ 0.06% |
$43.9K - $52K
|
767K
$81.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
442+ 14.98% |
$43.9K - $52K
|
3.39K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
432+ 44.44% |
$42.9K - $50.9K
|
1.4K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
432+ 3.53% |
$42.9K - $50.9K
|
12.7K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
428+ 8.88% |
$42.5K - $50.4K
|
5.25K
$561K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
427New |
$42.4K - $50.3K
|
427
$45.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
425+ 15.43% |
$42.2K - $50K
|
3.18K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
424+ 1.21% |
$42.1K - $49.9K
|
35.4K
$3.78M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
419+ 19.36% |
$41.6K - $49.3K
|
2.58K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
414+ 11.14% |
$41.1K - $48.7K
|
4.13K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
413+ 11.42% |
$41K - $48.6K
|
4.03K
$430K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
413+ 13.33% |
$41K - $48.6K
|
3.51K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
412+ 4.09% |
$40.9K - $48.5K
|
10.5K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
408+ 1.33% |
$40.5K - $48K
|
31K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
407New |
$40.4K - $47.9K
|
407
$43.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
405+ 7.19% |
$40.2K - $47.7K
|
6.04K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
405New |
$40.2K - $47.7K
|
405
$43.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
401+ 1.44% |
$39.8K - $47.2K
|
28.2K
$3.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
398+ 17.57% |
$39.5K - $46.8K
|
2.66K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
397+ 1.58% |
$39.4K - $46.7K
|
25.6K
$2.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
397+ 12.94% |
$39.4K - $46.7K
|
3.47K
$370K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
393+ 8.42% |
$39K - $46.3K
|
5.06K
$540K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
386+ 8.92% |
$38.3K - $45.4K
|
4.71K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
379+ 7.86% |
$37.7K - $44.6K
|
5.2K
$555K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
378+ 109.25% |
$37.6K - $44.5K
|
724
$77.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
371+ 5.55% |
$36.9K - $43.7K
|
7.05K
$753K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
371+ 4.46% |
$36.9K - $43.7K
|
8.69K
$928K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
362+ 4.47% |
$36K - $42.6K
|
8.46K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
362New |
$36K - $42.6K
|
362
$38.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
361+ 2.57% |
$35.9K - $42.5K
|
14.4K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
358+ 0.64% |
$35.6K - $42.1K
|
56.1K
$5.99M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
350+ 14.89% |
$34.8K - $41.2K
|
2.7K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
349+ 9.02% |
$34.7K - $41.1K
|
4.22K
$451K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
344+ 5.06% |
$34.2K - $40.5K
|
7.14K
$762K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
344+ 6.91% |
$34.2K - $40.5K
|
5.32K
$569K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
344+ 2.88% |
$34.2K - $40.5K
|
12.3K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
344+ 14.71% |
$34.2K - $40.5K
|
2.68K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
341+ 1.09% |
$33.9K - $40.1K
|
31.6K
$3.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
339+ 10.81% |
$33.7K - $39.9K
|
3.47K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
332+ 5.15% |
$33K - $39.1K
|
6.78K
$724K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
331+ 5.71% |
$32.9K - $39K
|
6.13K
$654K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
328+ 8.55% |
$32.6K - $38.6K
|
4.16K
$445K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
327New |
$32.5K - $38.5K
|
327
$34.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
327New |
$32.5K - $38.5K
|
327
$34.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
323+ 11.72% |
$32.1K - $38K
|
3.08K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
319+ 9.01% |
$31.7K - $37.5K
|
3.86K
$412K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
314+ 21.63% |
$31.2K - $37K
|
1.77K
$189K
|