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 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
314+ 0.98% |
$31.2K - $37K
|
32.3K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
312+ 11.4% |
$31K - $36.7K
|
3.05K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
311New |
$30.9K - $36.6K
|
311
$33.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
310+ 2.57% |
$30.8K - $36.5K
|
12.4K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
307+ 12.34% |
$30.5K - $36.1K
|
2.79K
$298K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
305+ 2.26% |
$30.3K - $35.9K
|
13.8K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
303+ 4.59% |
$30.1K - $35.7K
|
6.91K
$738K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
301+ 13.9% |
$29.9K - $35.4K
|
2.47K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
300+ 10.22% |
$29.8K - $35.3K
|
3.24K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
297+ 0.65% |
$29.5K - $35K
|
46.1K
$4.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
295+ 1.91% |
$29.3K - $34.7K
|
15.8K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
293+ 0.78% |
$29.1K - $34.5K
|
37.7K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
293+ 2.52% |
$29.1K - $34.5K
|
11.9K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
292New |
$29K - $34.4K
|
292
$31.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
291+ 1.17% |
$28.9K - $34.3K
|
25.3K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
286+ 0.58% |
$28.4K - $33.7K
|
49.7K
$5.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
284+ 1.08% |
$28.2K - $33.4K
|
26.6K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
282+ 3.28% |
$28K - $33.2K
|
8.87K
$947K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
270+ 7.22% |
$26.8K - $31.8K
|
4.01K
$428K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
263New |
$26.1K - $31K
|
263
$28.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
262+ 2.83% |
$26K - $30.8K
|
9.51K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
262+ 6.37% |
$26K - $30.8K
|
4.38K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
257New |
$25.5K - $30.3K
|
257
$27.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
257New |
$25.5K - $30.3K
|
257
$27.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
256+ 0.8% |
$25.4K - $30.1K
|
32.1K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
253+ 6.93% |
$25.1K - $29.8K
|
3.9K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
251+ 2.45% |
$24.9K - $29.5K
|
10.5K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
250+ 52.08% |
$24.8K - $29.4K
|
730
$78K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
250+ 1.89% |
$24.8K - $29.4K
|
13.4K
$1.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
240+ 1.11% |
$23.8K - $28.3K
|
21.8K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
236+ 3.33% |
$23.4K - $27.8K
|
7.32K
$782K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
234+ 4.95% |
$23.2K - $27.5K
|
4.96K
$530K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
231+ 1.98% |
$22.9K - $27.2K
|
11.9K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
226+ 10.36% |
$22.5K - $26.6K
|
2.41K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
224+ 1.17% |
$22.3K - $26.4K
|
19.4K
$2.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
220+ 2.3% |
$21.9K - $25.9K
|
9.77K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
216+ 2.61% |
$21.5K - $25.4K
|
8.5K
$908K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
215+ 3.46% |
$21.4K - $25.3K
|
6.43K
$686K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
215+ 0.42% |
$21.4K - $25.3K
|
51.2K
$5.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
210+ 8.96% |
$20.9K - $24.7K
|
2.55K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
209+ 4.35% |
$20.8K - $24.6K
|
5.02K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
207+ 3.78% |
$20.6K - $24.4K
|
5.68K
$606K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
204+ 6.82% |
$20.3K - $24K
|
3.19K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
195+ 1.61% |
$19.4K - $23K
|
12.3K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
192+ 2.03% |
$19.1K - $22.6K
|
9.64K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
191+ 0.5% |
$19K - $22.5K
|
38.3K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
191+ 10.14% |
$19K - $22.5K
|
2.08K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
187+ 2.25% |
$18.6K - $22K
|
8.5K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
186+ 3.21% |
$18.5K - $21.9K
|
5.97K
$638K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
185+ 2.28% |
$18.4K - $21.8K
|
8.31K
$888K
|