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 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-46- 0.13% |
$4.57K - $5.41K
|
34.1K
$3.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-47- 1.37% |
$4.67K - $5.53K
|
3.39K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-47- 38.84% |
$4.67K - $5.53K
|
74
$8.01K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-48- 0.4% |
$4.77K - $5.65K
|
12K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-48- 81.36% |
$4.77K - $5.65K
|
11
$1.19K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-48- 0.47% |
$4.77K - $5.65K
|
10.1K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-49- 0.34% |
$4.87K - $5.77K
|
14.2K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-50- 9.09% |
$4.97K - $5.89K
|
500
$54.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-50- 2.05% |
$4.97K - $5.89K
|
2.39K
$259K
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-50- 1.14% |
$4.97K - $5.89K
|
4.35K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-50- 0.44% |
$4.97K - $5.89K
|
11.2K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 1.24% |
$4.97K - $5.89K
|
3.99K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 1.8% |
$4.97K - $5.89K
|
2.74K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-51- 1.87% |
$5.07K - $6K
|
2.68K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-51- 1.41% |
$5.07K - $6K
|
3.57K
$387K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-53- 1.08% |
$5.27K - $6.24K
|
4.86K
$526K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-54- 0.71% |
$5.36K - $6.36K
|
7.58K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-54- 0.43% |
$5.36K - $6.36K
|
12.4K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-55- 1.77% |
$5.46K - $6.47K
|
3.06K
$331K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-56- 12.53% |
$5.56K - $6.59K
|
391
$42.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-57- 1.01% |
$5.66K - $6.71K
|
5.61K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-58- 2.21% |
$5.76K - $6.83K
|
2.57K
$278K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-60- 1.21% |
$5.96K - $7.06K
|
4.9K
$530K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-60- 11.21% |
$5.96K - $7.06K
|
475
$51.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-61- 0.03% |
$6.06K - $7.18K
|
202K
$21.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-61- 1.37% |
$6.06K - $7.18K
|
4.4K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-61- 0.44% |
$6.06K - $7.18K
|
13.7K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-62- 1.43% |
$6.16K - $7.3K
|
4.27K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-63- 1.85% |
$6.26K - $7.42K
|
3.34K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-64- 2.65% |
$6.36K - $7.53K
|
2.35K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-64- 0.7% |
$6.36K - $7.53K
|
9.13K
$988K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-65- 1.36% |
$6.46K - $7.65K
|
4.71K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-65- 2.82% |
$6.46K - $7.65K
|
2.24K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-66- 2.21% |
$6.56K - $7.77K
|
2.92K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-66- 1.31% |
$6.56K - $7.77K
|
4.98K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-66- 0.57% |
$6.56K - $7.77K
|
11.4K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-67- 2.62% |
$6.66K - $7.89K
|
2.49K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-68- 1.37% |
$6.76K - $8K
|
4.89K
$530K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-68- 2.63% |
$6.76K - $8K
|
2.52K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-68- 1.78% |
$6.76K - $8K
|
3.75K
$405K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-70- 0.11% |
$6.95K - $8.24K
|
66.2K
$7.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-71- 6.47% |
$7.05K - $8.36K
|
1.03K
$111K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-71- 0.75% |
$7.05K - $8.36K
|
9.37K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-72- 0.89% |
$7.15K - $8.48K
|
8.05K
$871K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-72- 1.56% |
$7.15K - $8.48K
|
4.56K
$493K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-72- 2.99% |
$7.15K - $8.48K
|
2.34K
$253K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-74- 0.85% |
$7.35K - $8.71K
|
8.66K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-75- 0.51% |
$7.45K - $8.83K
|
14.6K
$1.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-75- 1.67% |
$7.45K - $8.83K
|
4.42K
$479K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-76- 0.38% |
$7.55K - $8.95K
|
19.7K
$2.13M
|