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
|
Avestar Capital, LLC
|
BUY
|
- |
184+ 4.75% |
$18.3K - $21.7K
|
4.06K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
175+ 6.76% |
$17.4K - $20.6K
|
2.76K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
174+ 1.76% |
$17.3K - $20.5K
|
10.1K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
174+ 116.0% |
$17.3K - $20.5K
|
324
$34.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
172+ 4.66% |
$17.1K - $20.2K
|
3.86K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
172+ 3.7% |
$17.1K - $20.2K
|
4.82K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
172+ 1.97% |
$17.1K - $20.2K
|
8.93K
$953K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
170+ 5.02% |
$16.9K - $20K
|
3.56K
$380K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
169+ 0.63% |
$16.8K - $19.9K
|
27.1K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
168+ 1.4% |
$16.7K - $19.8K
|
12.2K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
167+ 100.0% |
$16.6K - $19.7K
|
334
$35.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
163+ 82.74% |
$16.2K - $19.2K
|
360
$38.5K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
158+ 7.33% |
$15.7K - $18.6K
|
2.31K
$247K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
157+ 1.29% |
$15.6K - $18.5K
|
12.4K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
156+ 7.09% |
$15.5K - $18.4K
|
2.36K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
155New |
$15.4K - $18.2K
|
155
$16.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
154+ 1.73% |
$15.3K - $18.1K
|
9.04K
$966K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
154+ 0.91% |
$15.3K - $18.1K
|
17.1K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
153+ 2.59% |
$15.2K - $18K
|
6.05K
$647K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
152+ 2.18% |
$15.1K - $17.9K
|
7.13K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
152+ 1.94% |
$15.1K - $17.9K
|
7.99K
$854K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
149+ 0.86% |
$14.8K - $17.5K
|
17.4K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
147+ 0.13% |
$14.6K - $17.3K
|
111K
$11.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
142+ 5.61% |
$14.1K - $16.7K
|
2.67K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
140+ 0.85% |
$13.9K - $16.5K
|
16.6K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
140+ 33.33% |
$13.9K - $16.5K
|
560
$59.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
139+ 4.21% |
$13.8K - $16.4K
|
3.44K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
134+ 0.83% |
$13.3K - $15.8K
|
16.3K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
134+ 1.68% |
$13.3K - $15.8K
|
8.13K
$869K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
133+ 5.48% |
$13.2K - $15.7K
|
2.56K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
131+ 6.14% |
$13K - $15.4K
|
2.27K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 6.86% |
$12.9K - $15.3K
|
2.03K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
130+ 21.74% |
$12.9K - $15.3K
|
728
$77.8K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
127+ 2.74% |
$12.6K - $14.9K
|
4.76K
$509K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
125+ 4.34% |
$12.4K - $14.7K
|
3.01K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
125+ 3.97% |
$12.4K - $14.7K
|
3.28K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
124+ 5.84% |
$12.3K - $14.6K
|
2.25K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
124+ 15.2% |
$12.3K - $14.6K
|
940
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
123+ 0.58% |
$12.2K - $14.5K
|
21.3K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
122+ 1.74% |
$12.1K - $14.4K
|
7.12K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122+ 0.09% |
$12.1K - $14.4K
|
138K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
121+ 1.45% |
$12K - $14.2K
|
8.46K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
120+ 2.25% |
$11.9K - $14.1K
|
5.46K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
117+ 5.2% |
$11.6K - $13.8K
|
2.37K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
115+ 2.6% |
$11.4K - $13.5K
|
4.54K
$485K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
113+ 2.38% |
$11.2K - $13.3K
|
4.87K
$520K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
111+ 2.88% |
$11K - $13.1K
|
3.96K
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
108+ 9.69% |
$10.7K - $12.7K
|
1.22K
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
108+ 33.23% |
$10.7K - $12.7K
|
433
$46.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
108+ 1.86% |
$10.7K - $12.7K
|
5.91K
$632K
|