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 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
32+ 1.34% |
$3.18K - $3.77K
|
2.42K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 8.51% |
$3.18K - $3.77K
|
408
$47.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
31+ 0.6% |
$3.08K - $3.65K
|
5.2K
$609K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
31+ 0.3% |
$3.08K - $3.65K
|
10.4K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
31+ 0.89% |
$3.08K - $3.65K
|
3.52K
$412K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 0.92% |
$2.98K - $3.53K
|
3.31K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30+ 1.21% |
$2.98K - $3.53K
|
2.52K
$295K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
30+ 0.38% |
$2.98K - $3.53K
|
7.87K
$922K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
30+ 0.84% |
$2.98K - $3.53K
|
3.6K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 8.38% |
$2.78K - $3.3K
|
362
$42.4K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
28+ 3.95% |
$2.78K - $3.3K
|
736
$86.2K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
28+ 0.7% |
$2.78K - $3.3K
|
4.03K
$472K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
27+ 0.75% |
$2.68K - $3.18K
|
3.61K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
27+ 0.86% |
$2.68K - $3.18K
|
3.18K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
27+ 0.09% |
$2.68K - $3.18K
|
28.7K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
26+ 0.42% |
$2.58K - $3.06K
|
6.23K
$730K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
25+ 0.7% |
$2.48K - $2.94K
|
3.57K
$419K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
25+ 0.35% |
$2.48K - $2.94K
|
7.2K
$843K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
25+ 125.0% |
$2.48K - $2.94K
|
45
$5.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
25+ 1.28% |
$2.48K - $2.94K
|
1.98K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
24+ 0.37% |
$2.38K - $2.83K
|
6.48K
$759K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
24+ 1.25% |
$2.38K - $2.83K
|
1.95K
$229K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
23+ 0.8% |
$2.29K - $2.71K
|
2.92K
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
23+ 0.08% |
$2.29K - $2.71K
|
29.6K
$3.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
22+ 0.91% |
$2.19K - $2.59K
|
2.45K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
22+ 0.71% |
$2.19K - $2.59K
|
3.14K
$368K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.73% |
$2.19K - $2.59K
|
3.05K
$357K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22New |
$2.19K - $2.59K
|
22
$2.58K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
22+ 0.89% |
$2.19K - $2.59K
|
2.49K
$291K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
22+ 0.08% |
$2.19K - $2.59K
|
26K
$3.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21+ 0.37% |
$2.09K - $2.47K
|
5.71K
$669K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
21+ 0.89% |
$2.09K - $2.47K
|
2.37K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 0.13% |
$2.09K - $2.47K
|
16.3K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
21+ 0.02% |
$2.09K - $2.47K
|
106K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 3.42% |
$1.99K - $2.35K
|
604
$70.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20+ 0.44% |
$1.99K - $2.35K
|
4.58K
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20+ 0.76% |
$1.99K - $2.35K
|
2.65K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
20+ 0.17% |
$1.99K - $2.35K
|
11.6K
$1.36M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
19+ 0.74% |
$1.89K - $2.24K
|
2.58K
$302K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18+ 0.64% |
$1.79K - $2.12K
|
2.83K
$332K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 0.4% |
$1.59K - $1.88K
|
4.03K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16+ 0.39% |
$1.59K - $1.88K
|
4.11K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
16+ 0.76% |
$1.59K - $1.88K
|
2.13K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
15+ 0.66% |
$1.49K - $1.77K
|
2.29K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
15+ 0.08% |
$1.49K - $1.77K
|
18K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
15+ 0.46% |
$1.49K - $1.77K
|
3.3K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14+ 0.47% |
$1.39K - $1.65K
|
2.98K
$349K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
14+ 0.05% |
$1.39K - $1.65K
|
26.3K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
13+ 0.64% |
$1.29K - $1.53K
|
2.03K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
13+ 0.47% |
$1.29K - $1.53K
|
2.79K
$326K
|