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 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-76- 1.97% |
$7.55K - $8.95K
|
3.78K
$404K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-78- 0.27% |
$7.75K - $9.18K
|
28.6K
$3.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-79- 1.43% |
$7.85K - $9.3K
|
5.43K
$580K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-80- 0.98% |
$7.95K - $9.42K
|
8.08K
$863K
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-80- 0.24% |
$7.95K - $9.42K
|
32.9K
$3.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-82- 3.79% |
$8.15K - $9.65K
|
2.08K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-82- 14.16% |
$8.15K - $9.65K
|
497
$53.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-82- 37.44% |
$8.15K - $9.65K
|
137
$14.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-83- 3.25% |
$8.25K - $9.77K
|
2.47K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-83- 1.73% |
$8.25K - $9.77K
|
4.72K
$504K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-87- 2.52% |
$8.64K - $10.2K
|
3.36K
$359K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-88- 1.61% |
$8.74K - $10.4K
|
5.39K
$576K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-89- 2.36% |
$8.84K - $10.5K
|
3.68K
$393K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-90- 1.2% |
$8.94K - $10.6K
|
7.41K
$792K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-91- 22.3% |
$9.04K - $10.7K
|
317
$33.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-91- 1.08% |
$9.04K - $10.7K
|
8.35K
$892K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-91- 1.23% |
$9.04K - $10.7K
|
7.3K
$780K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-93- 2.64% |
$9.24K - $10.9K
|
3.43K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-93- 0.74% |
$9.24K - $10.9K
|
12.6K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-93- 0.38% |
$9.24K - $10.9K
|
24.5K
$2.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-94- 9.46% |
$9.34K - $11.1K
|
900
$96.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-94- 38.68% |
$9.34K - $11.1K
|
149
$15.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-95- 0.29% |
$9.44K - $11.2K
|
32.5K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-97- 3.54% |
$9.64K - $11.4K
|
2.64K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-97- 1.57% |
$9.64K - $11.4K
|
6.07K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-99- 0.68% |
$9.84K - $11.7K
|
14.5K
$1.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-100- 1.25% |
$9.94K - $11.8K
|
7.92K
$846K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.79% |
$9.94K - $11.8K
|
5.5K
$587K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 1.22% |
$9.94K - $11.8K
|
8.12K
$867K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-103- 3.04% |
$10.2K - $12.1K
|
3.29K
$351K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-104- 3.08% |
$10.3K - $12.2K
|
3.27K
$349K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-105- 0.44% |
$10.4K - $12.4K
|
23.7K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-106- 2.75% |
$10.5K - $12.5K
|
3.75K
$400K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-107- 3.8% |
$10.6K - $12.6K
|
2.71K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-108- 2.35% |
$10.7K - $12.7K
|
4.49K
$480K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-110- 1.87% |
$10.9K - $12.9K
|
5.77K
$616K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-110- 5.13% |
$10.9K - $12.9K
|
2.03K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-111- 6.51% |
$11K - $13.1K
|
1.6K
$170K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-112- 0.71% |
$11.1K - $13.2K
|
15.6K
$1.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-113- 0.56% |
$11.2K - $13.3K
|
20K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-113- 2.21% |
$11.2K - $13.3K
|
5.01K
$535K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-116- 1.22% |
$11.5K - $13.7K
|
9.38K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-117- 2.02% |
$11.6K - $13.8K
|
5.68K
$606K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-120- 2.44% |
$11.9K - $14.1K
|
4.81K
$513K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-121- 0.45% |
$12K - $14.2K
|
26.8K
$2.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-122- 0.96% |
$12.1K - $14.4K
|
12.6K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-124- 9.82% |
$12.3K - $14.6K
|
1.14K
$122K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-125- 5.05% |
$12.4K - $14.7K
|
2.35K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-125- 5.25% |
$12.4K - $14.7K
|
2.26K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-127- 0.72% |
$12.6K - $14.9K
|
17.6K
$1.88M
|