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 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
75+ 1.48% |
$7.45K - $8.83K
|
5.16K
$604K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.16% |
$7.45K - $8.83K
|
46.3K
$5.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
75+ 625.0% |
$7.45K - $8.83K
|
87
$10.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
75+ 0.45% |
$7.45K - $8.83K
|
16.6K
$1.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
69+ 2.41% |
$6.86K - $8.12K
|
2.93K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
68+ 1.03% |
$6.76K - $8K
|
6.69K
$784K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
67+ 0.2% |
$6.66K - $7.89K
|
34.3K
$4.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 0.2% |
$6.56K - $7.77K
|
32.8K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
66+ 1.56% |
$6.56K - $7.77K
|
4.3K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
66+ 2.9% |
$6.56K - $7.77K
|
2.34K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
65+ 0.34% |
$6.46K - $7.65K
|
19.4K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
63+ 1.97% |
$6.26K - $7.42K
|
3.26K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
63New |
$6.26K - $7.42K
|
63
$7.38K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
62+ 1.1% |
$6.16K - $7.3K
|
5.72K
$670K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
61+ 0.68% |
$6.06K - $7.18K
|
9.06K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
60+ 1.35% |
$5.96K - $7.06K
|
4.49K
$526K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
59+ 1.16% |
$5.86K - $6.94K
|
5.13K
$601K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
59+ 1.85% |
$5.86K - $6.94K
|
3.25K
$381K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
57+ 0.42% |
$5.66K - $6.71K
|
13.6K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
56+ 2.13% |
$5.56K - $6.59K
|
2.69K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
55+ 0.67% |
$5.46K - $6.47K
|
8.26K
$968K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
54+ 0.56% |
$5.36K - $6.36K
|
9.75K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
53+ 0.46% |
$5.27K - $6.24K
|
11.6K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
53+ 1.51% |
$5.27K - $6.24K
|
3.56K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
53+ 0.16% |
$5.27K - $6.24K
|
33.3K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
52+ 1.21% |
$5.17K - $6.12K
|
4.34K
$508K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
51+ 1.68% |
$5.07K - $6K
|
3.09K
$362K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
51+ 4.22% |
$5.07K - $6K
|
1.26K
$148K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.86K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 0.42% |
$4.97K - $5.89K
|
12K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50New |
$4.97K - $5.89K
|
50
$5.86K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
50+ 1.4% |
$4.97K - $5.89K
|
3.63K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
50+ 0.99% |
$4.97K - $5.89K
|
5.08K
$596K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
50+ 0.4% |
$4.97K - $5.89K
|
12.4K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
49+ 0.39% |
$4.87K - $5.77K
|
12.6K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
46+ 0.23% |
$4.57K - $5.41K
|
19.9K
$2.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
45+ 1.43% |
$4.47K - $5.3K
|
3.2K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.92% |
$4.27K - $5.06K
|
2.29K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
43+ 0.36% |
$4.27K - $5.06K
|
11.9K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 1.96% |
$4.07K - $4.83K
|
2.14K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
41+ 0.76% |
$4.07K - $4.83K
|
5.45K
$639K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
40+ 0.84% |
$3.97K - $4.71K
|
4.81K
$563K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
39+ 0.59% |
$3.87K - $4.59K
|
6.65K
$780K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
38+ 1.29% |
$3.78K - $4.47K
|
2.99K
$350K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
37+ 1.34% |
$3.68K - $4.36K
|
2.79K
$327K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
36+ 0.96% |
$3.58K - $4.24K
|
3.79K
$444K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
34+ 0.69% |
$3.38K - $4K
|
4.94K
$579K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
34+ 0.88% |
$3.38K - $4K
|
3.89K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
34+ 0.68% |
$3.38K - $4K
|
5.05K
$592K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
32+ 0.09% |
$3.18K - $3.77K
|
34.4K
$4.03M
|