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 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
27+ 0.86% |
$2.68K - $3.18K
|
3.18K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
27+ 0.09% |
$2.68K - $3.18K
|
28.7K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
26+ 0.42% |
$2.58K - $3.06K
|
6.23K
$675K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
25+ 0.7% |
$2.48K - $2.94K
|
3.57K
$387K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
25+ 0.35% |
$2.48K - $2.94K
|
7.2K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
25+ 125.0% |
$2.48K - $2.94K
|
45
$4.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
25+ 1.28% |
$2.48K - $2.94K
|
1.98K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
24+ 0.37% |
$2.38K - $2.83K
|
6.48K
$701K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
24+ 1.25% |
$2.38K - $2.83K
|
1.95K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
23+ 0.8% |
$2.29K - $2.71K
|
2.92K
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
23+ 0.08% |
$2.29K - $2.71K
|
29.6K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
22+ 0.91% |
$2.19K - $2.59K
|
2.45K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
22+ 0.71% |
$2.19K - $2.59K
|
3.14K
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.73% |
$2.19K - $2.59K
|
3.05K
$330K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22New |
$2.19K - $2.59K
|
22
$2.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
22+ 0.89% |
$2.19K - $2.59K
|
2.49K
$269K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
22+ 0.08% |
$2.19K - $2.59K
|
26K
$2.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21+ 0.37% |
$2.09K - $2.47K
|
5.71K
$618K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
21+ 0.89% |
$2.09K - $2.47K
|
2.37K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 0.13% |
$2.09K - $2.47K
|
16.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
21+ 0.02% |
$2.09K - $2.47K
|
106K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 3.42% |
$1.99K - $2.35K
|
604
$65.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20+ 0.44% |
$1.99K - $2.35K
|
4.58K
$495K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20+ 0.76% |
$1.99K - $2.35K
|
2.65K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
20+ 0.17% |
$1.99K - $2.35K
|
11.6K
$1.25M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
19+ 0.74% |
$1.89K - $2.24K
|
2.58K
$279K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18+ 0.64% |
$1.79K - $2.12K
|
2.83K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 0.4% |
$1.59K - $1.88K
|
4.03K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16+ 0.39% |
$1.59K - $1.88K
|
4.11K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16+ 0.76% |
$1.59K - $1.88K
|
2.13K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
15+ 0.66% |
$1.49K - $1.77K
|
2.29K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
15+ 0.08% |
$1.49K - $1.77K
|
18K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
15+ 0.46% |
$1.49K - $1.77K
|
3.3K
$357K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14+ 0.47% |
$1.39K - $1.65K
|
2.98K
$322K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
14+ 0.05% |
$1.39K - $1.65K
|
26.3K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
13+ 0.64% |
$1.29K - $1.53K
|
2.03K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
13+ 0.47% |
$1.29K - $1.53K
|
2.79K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.58% |
$1.29K - $1.53K
|
2.27K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.06% |
$1.19K - $1.41K
|
18.7K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12+ 0.46% |
$1.19K - $1.41K
|
2.62K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
12+ 12.0% |
$1.19K - $1.41K
|
112
$12.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
12+ 0.51% |
$1.19K - $1.41K
|
2.36K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
12+ 1.97% |
$1.19K - $1.41K
|
622
$67.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
12+ 0.1% |
$1.19K - $1.41K
|
12.6K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11+ 6.71% |
$1.09K - $1.29K
|
175
$18.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.45% |
$1.09K - $1.29K
|
2.47K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.24% |
$1.09K - $1.29K
|
4.6K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.07% |
$1.09K - $1.29K
|
16.8K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
11+ 0.54% |
$1.09K - $1.29K
|
2.04K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.19% |
$994 - $1.18K
|
5.18K
$561K
|