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
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-10- 0.02% |
$994 - $1.18K
|
40.8K
$4.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-11- 0.44% |
$1.09K - $1.29K
|
2.48K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-12- 0.77% |
$1.19K - $1.41K
|
1.54K
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-13- 0.45% |
$1.29K - $1.53K
|
2.86K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-13- 0.26% |
$1.29K - $1.53K
|
5.05K
$546K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 15.0% |
$1.49K - $1.77K
|
85
$9.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 0.56% |
$1.49K - $1.77K
|
2.67K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-16- 0.28% |
$1.59K - $1.88K
|
5.69K
$615K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-16- 0.12% |
$1.59K - $1.88K
|
12.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-16- 8.04% |
$1.59K - $1.88K
|
183
$19.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-17- 10.18% |
$1.69K - $2K
|
150
$16.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-19- 0.29% |
$1.89K - $2.24K
|
6.56K
$710K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 6.67% |
$1.99K - $2.35K
|
280
$30.3K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 1.2% |
$1.99K - $2.35K
|
1.65K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-21- 0.53% |
$2.09K - $2.47K
|
3.96K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-22- 3.16% |
$2.19K - $2.59K
|
675
$73.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-23- 0.65% |
$2.29K - $2.71K
|
3.49K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.95% |
$2.29K - $2.71K
|
2.4K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-23- 0.05% |
$2.29K - $2.71K
|
46.9K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-23- 1.84% |
$2.29K - $2.71K
|
1.23K
$133K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-25- 0.29% |
$2.48K - $2.94K
|
8.46K
$916K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-26- 0.7% |
$2.58K - $3.06K
|
3.67K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-27- 0.24% |
$2.68K - $3.18K
|
11.1K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 1.5% |
$2.78K - $3.3K
|
1.84K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-29- 1.28% |
$2.88K - $3.41K
|
2.23K
$242K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-31- 0.76% |
$3.08K - $3.65K
|
4.03K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 0.56% |
$3.08K - $3.65K
|
5.46K
$591K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-31- 1.26% |
$3.08K - $3.65K
|
2.42K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-33- 1.04% |
$3.28K - $3.88K
|
3.13K
$339K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-34- 1.81% |
$3.38K - $4K
|
1.84K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-35- 1.09% |
$3.48K - $4.12K
|
3.17K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-35- 1.66% |
$3.48K - $4.12K
|
2.07K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-35- 0.55% |
$3.48K - $4.12K
|
6.36K
$688K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-36- 0.86% |
$3.58K - $4.24K
|
4.13K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-36- 0.86% |
$3.58K - $4.24K
|
4.17K
$451K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-37- 0.83% |
$3.68K - $4.36K
|
4.4K
$476K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-38- 8.15% |
$3.78K - $4.47K
|
428
$46.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-39- 0.64% |
$3.87K - $4.59K
|
6.08K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-39- 0.99% |
$3.87K - $4.59K
|
3.89K
$420K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 1.15% |
$3.97K - $4.71K
|
3.43K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-40- 1.56% |
$3.97K - $4.71K
|
2.52K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-41- 0.54% |
$4.07K - $4.83K
|
7.58K
$820K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-42- 0.81% |
$4.17K - $4.94K
|
5.13K
$556K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-43- 0.46% |
$4.27K - $5.06K
|
9.31K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-43- 0.75% |
$4.27K - $5.06K
|
5.67K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-43- 1.25% |
$4.27K - $5.06K
|
3.41K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-44- 7.09% |
$4.37K - $5.18K
|
577
$62.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-45- 1.11% |
$4.47K - $5.3K
|
4K
$433K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-46- 0.6% |
$4.57K - $5.41K
|
7.61K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 0.25% |
$4.57K - $5.41K
|
18K
$1.95M
|