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 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
62+ 1.1% |
$6.16K - $7.3K
|
5.72K
$611K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
61+ 0.68% |
$6.06K - $7.18K
|
9.06K
$967K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
60+ 1.35% |
$5.96K - $7.06K
|
4.49K
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
59+ 1.16% |
$5.86K - $6.94K
|
5.13K
$548K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
59+ 1.85% |
$5.86K - $6.94K
|
3.25K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
57+ 0.42% |
$5.66K - $6.71K
|
13.6K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
56+ 2.13% |
$5.56K - $6.59K
|
2.69K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
55+ 0.67% |
$5.46K - $6.47K
|
8.26K
$882K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
54+ 0.56% |
$5.36K - $6.36K
|
9.75K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
53+ 0.46% |
$5.27K - $6.24K
|
11.6K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
53+ 1.51% |
$5.27K - $6.24K
|
3.56K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
53+ 0.16% |
$5.27K - $6.24K
|
33.3K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
52+ 1.21% |
$5.17K - $6.12K
|
4.34K
$463K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
51+ 1.68% |
$5.07K - $6K
|
3.09K
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
51+ 4.22% |
$5.07K - $6K
|
1.26K
$135K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.34K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 0.42% |
$4.97K - $5.89K
|
12K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.34K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
50+ 1.4% |
$4.97K - $5.89K
|
3.63K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
50+ 0.99% |
$4.97K - $5.89K
|
5.08K
$543K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
50+ 0.4% |
$4.97K - $5.89K
|
12.4K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
49+ 0.39% |
$4.87K - $5.77K
|
12.6K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
46+ 0.23% |
$4.57K - $5.41K
|
19.9K
$2.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
45+ 1.43% |
$4.47K - $5.3K
|
3.2K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.92% |
$4.27K - $5.06K
|
2.29K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
43+ 0.36% |
$4.27K - $5.06K
|
11.9K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 1.96% |
$4.07K - $4.83K
|
2.14K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
41+ 0.76% |
$4.07K - $4.83K
|
5.45K
$582K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
40+ 0.84% |
$3.97K - $4.71K
|
4.81K
$513K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
39+ 0.59% |
$3.87K - $4.59K
|
6.65K
$711K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
38+ 1.29% |
$3.78K - $4.47K
|
2.99K
$319K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
37+ 1.34% |
$3.68K - $4.36K
|
2.79K
$298K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
36+ 0.96% |
$3.58K - $4.24K
|
3.79K
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
34+ 0.69% |
$3.38K - $4K
|
4.94K
$527K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
34+ 0.88% |
$3.38K - $4K
|
3.89K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
34+ 0.68% |
$3.38K - $4K
|
5.05K
$540K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
32+ 0.09% |
$3.18K - $3.77K
|
34.4K
$3.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
32+ 1.34% |
$3.18K - $3.77K
|
2.42K
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 8.51% |
$3.18K - $3.77K
|
408
$43.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
31+ 0.6% |
$3.08K - $3.65K
|
5.2K
$555K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
31+ 0.3% |
$3.08K - $3.65K
|
10.4K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
31+ 0.89% |
$3.08K - $3.65K
|
3.52K
$376K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 0.92% |
$2.98K - $3.53K
|
3.31K
$353K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30+ 1.21% |
$2.98K - $3.53K
|
2.52K
$269K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
30+ 0.38% |
$2.98K - $3.53K
|
7.87K
$840K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
30+ 0.84% |
$2.98K - $3.53K
|
3.6K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 8.38% |
$2.78K - $3.3K
|
362
$38.7K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
28+ 3.95% |
$2.78K - $3.3K
|
736
$78.6K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
28+ 0.7% |
$2.78K - $3.3K
|
4.03K
$430K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
27+ 0.75% |
$2.68K - $3.18K
|
3.61K
$385K
|