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 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-36- 0.86% |
$3.58K - $4.24K
|
4.13K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-36- 0.86% |
$3.58K - $4.24K
|
4.17K
$488K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-37- 0.83% |
$3.68K - $4.36K
|
4.4K
$516K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-38- 8.15% |
$3.78K - $4.47K
|
428
$50.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-39- 0.64% |
$3.87K - $4.59K
|
6.08K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-39- 0.99% |
$3.87K - $4.59K
|
3.89K
$455K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 1.15% |
$3.97K - $4.71K
|
3.43K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-40- 1.56% |
$3.97K - $4.71K
|
2.52K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-41- 0.54% |
$4.07K - $4.83K
|
7.58K
$888K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-42- 0.81% |
$4.17K - $4.94K
|
5.13K
$601K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-43- 0.46% |
$4.27K - $5.06K
|
9.31K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-43- 0.75% |
$4.27K - $5.06K
|
5.67K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-43- 1.25% |
$4.27K - $5.06K
|
3.41K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-44- 7.09% |
$4.37K - $5.18K
|
577
$67.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-45- 1.11% |
$4.47K - $5.3K
|
4K
$469K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-46- 0.6% |
$4.57K - $5.41K
|
7.61K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 0.25% |
$4.57K - $5.41K
|
18K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-46- 0.13% |
$4.57K - $5.41K
|
34.1K
$3.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-47- 1.37% |
$4.67K - $5.53K
|
3.39K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-47- 38.84% |
$4.67K - $5.53K
|
74
$8.67K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-48- 0.4% |
$4.77K - $5.65K
|
12K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-48- 81.36% |
$4.77K - $5.65K
|
11
$1.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-48- 0.47% |
$4.77K - $5.65K
|
10.1K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-49- 0.34% |
$4.87K - $5.77K
|
14.2K
$1.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-50- 9.09% |
$4.97K - $5.89K
|
500
$58.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-50- 2.05% |
$4.97K - $5.89K
|
2.39K
$281K
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-50- 1.14% |
$4.97K - $5.89K
|
4.35K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-50- 0.44% |
$4.97K - $5.89K
|
11.2K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 1.24% |
$4.97K - $5.89K
|
3.99K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-50- 1.8% |
$4.97K - $5.89K
|
2.74K
$320K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-51- 1.87% |
$5.07K - $6K
|
2.68K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-51- 1.41% |
$5.07K - $6K
|
3.57K
$419K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-53- 1.08% |
$5.27K - $6.24K
|
4.86K
$569K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-54- 0.71% |
$5.36K - $6.36K
|
7.58K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-54- 0.43% |
$5.36K - $6.36K
|
12.4K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-55- 1.77% |
$5.46K - $6.47K
|
3.06K
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-56- 12.53% |
$5.56K - $6.59K
|
391
$45.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-57- 1.01% |
$5.66K - $6.71K
|
5.61K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-58- 2.21% |
$5.76K - $6.83K
|
2.57K
$301K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-60- 1.21% |
$5.96K - $7.06K
|
4.9K
$574K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-60- 11.21% |
$5.96K - $7.06K
|
475
$55.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-61- 0.03% |
$6.06K - $7.18K
|
202K
$23.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-61- 1.37% |
$6.06K - $7.18K
|
4.4K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-61- 0.44% |
$6.06K - $7.18K
|
13.7K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-62- 1.43% |
$6.16K - $7.3K
|
4.27K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-63- 1.85% |
$6.26K - $7.42K
|
3.34K
$392K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-64- 2.65% |
$6.36K - $7.53K
|
2.35K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-64- 0.7% |
$6.36K - $7.53K
|
9.13K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-65- 1.36% |
$6.46K - $7.65K
|
4.71K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-65- 2.82% |
$6.46K - $7.65K
|
2.24K
$262K
|