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
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-106- 2.75% |
$10.5K - $12.5K
|
3.75K
$439K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-107- 3.8% |
$10.6K - $12.6K
|
2.71K
$318K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-108- 2.35% |
$10.7K - $12.7K
|
4.49K
$526K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-110- 1.87% |
$10.9K - $12.9K
|
5.77K
$676K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-110- 5.13% |
$10.9K - $12.9K
|
2.03K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-111- 6.51% |
$11K - $13.1K
|
1.6K
$187K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-112- 0.71% |
$11.1K - $13.2K
|
15.6K
$1.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-113- 0.56% |
$11.2K - $13.3K
|
20K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-113- 2.21% |
$11.2K - $13.3K
|
5.01K
$587K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-116- 1.22% |
$11.5K - $13.7K
|
9.38K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-117- 2.02% |
$11.6K - $13.8K
|
5.68K
$665K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-120- 2.44% |
$11.9K - $14.1K
|
4.81K
$563K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-121- 0.45% |
$12K - $14.2K
|
26.8K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-122- 0.96% |
$12.1K - $14.4K
|
12.6K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-124- 9.82% |
$12.3K - $14.6K
|
1.14K
$133K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-125- 5.05% |
$12.4K - $14.7K
|
2.35K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-125- 5.25% |
$12.4K - $14.7K
|
2.26K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-127- 0.72% |
$12.6K - $14.9K
|
17.6K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-128- 4.7% |
$12.7K - $15.1K
|
2.6K
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-129- 2.8% |
$12.8K - $15.2K
|
4.48K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-130- 0.97% |
$12.9K - $15.3K
|
13.2K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-132- 4.57% |
$13.1K - $15.5K
|
2.75K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-134- 4.47% |
$13.3K - $15.8K
|
2.86K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-136- 2.89% |
$13.5K - $16K
|
4.57K
$536K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-138- 1.72% |
$13.7K - $16.2K
|
7.91K
$926K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-138- 1.23% |
$13.7K - $16.2K
|
11K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-140- 1.77% |
$13.9K - $16.5K
|
7.79K
$913K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-141- 1.13% |
$14K - $16.6K
|
12.3K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-141- 2.86% |
$14K - $16.6K
|
4.79K
$562K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-144- 0.43% |
$14.3K - $17K
|
33.3K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-144- 0.15% |
$14.3K - $17K
|
97.7K
$11.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-145- 0.59% |
$14.4K - $17.1K
|
24.5K
$2.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-146- 3.41% |
$14.5K - $17.2K
|
4.13K
$484K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-146- 1.04% |
$14.5K - $17.2K
|
13.9K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-146- 2.78% |
$14.5K - $17.2K
|
5.1K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-146- 4.21% |
$14.5K - $17.2K
|
3.32K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-150- 90.91% |
$14.9K - $17.7K
|
15
$1.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-150- 0.43% |
$14.9K - $17.7K
|
35K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-150- 1.95% |
$14.9K - $17.7K
|
7.55K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-150- 3.32% |
$14.9K - $17.7K
|
4.37K
$512K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-151- 5.72% |
$15K - $17.8K
|
2.49K
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-153- 0.46% |
$15.2K - $18K
|
33.2K
$3.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-155- 0.76% |
$15.4K - $18.2K
|
20.2K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-156- 1.27% |
$15.5K - $18.4K
|
12.1K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-156- 3.78% |
$15.5K - $18.4K
|
3.97K
$465K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-159- 0.58% |
$15.8K - $18.7K
|
27.4K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-159- 3.0% |
$15.8K - $18.7K
|
5.14K
$603K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-160- 1.05% |
$15.9K - $18.8K
|
15.1K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-161- 7.71% |
$16K - $19K
|
1.93K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-162- 2.74% |
$16.1K - $19.1K
|
5.75K
$674K
|