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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-163- 4.83% |
$16.2K - $19.2K
|
3.21K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-165- 4.15% |
$16.4K - $19.4K
|
3.82K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-167- 1.19% |
$16.6K - $19.7K
|
13.9K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-168- 0.94% |
$16.7K - $19.8K
|
17.7K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-169- 4.28% |
$16.8K - $19.9K
|
3.78K
$443K
|
|
|
Oct 18, 2024
Q3 2024
|
Nepsis Inc.
|
SELL
|
- |
-169- 1.04% |
$16.8K - $19.9K
|
16.1K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-171- 0.93% |
$17K - $20.1K
|
18.2K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-177- 5.13% |
$17.6K - $20.8K
|
3.27K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-178- 1.78% |
$17.7K - $21K
|
9.84K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-180- 1.51% |
$17.9K - $21.2K
|
11.7K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-181- 2.69% |
$18K - $21.3K
|
6.56K
$768K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-181- 0.6% |
$18K - $21.3K
|
30.2K
$3.54M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-183- 7.68% |
$18.2K - $21.5K
|
2.2K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-186- 2.24% |
$18.5K - $21.9K
|
8.12K
$952K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-189- 4.59% |
$18.8K - $22.2K
|
3.93K
$460K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-189- 2.66% |
$18.8K - $22.2K
|
6.9K
$809K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-190- 9.31% |
$18.9K - $22.4K
|
1.85K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-190- 4.22% |
$18.9K - $22.4K
|
4.31K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-191- 1.55% |
$19K - $22.5K
|
12.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-193- -0.0% |
$19.2K - $22.7K
|
10.2M
$1.2B
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-197- 1.78% |
$19.6K - $23.2K
|
10.9K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-198- 3.84% |
$19.7K - $23.3K
|
4.96K
$582K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-199- 49.01% |
$19.8K - $23.4K
|
207
$24.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-199- 1.28% |
$19.8K - $23.4K
|
15.4K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.46% |
$19.9K - $23.5K
|
43.5K
$5.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-200- 5.37% |
$19.9K - $23.5K
|
3.53K
$413K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-201- 2.93% |
$20K - $23.7K
|
6.66K
$780K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-202- 1.08% |
$20.1K - $23.8K
|
18.5K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-202- 92.24% |
$20.1K - $23.8K
|
17
$1.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-205- 2.3% |
$20.4K - $24.1K
|
8.71K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-205- 0.61% |
$20.4K - $24.1K
|
33.2K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-210- 6.86% |
$20.9K - $24.7K
|
2.85K
$334K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-212- 86.18% |
$21.1K - $25K
|
34
$3.98K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-215- 2.43% |
$21.4K - $25.3K
|
8.63K
$1.01M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-216- 2.43% |
$21.5K - $25.4K
|
8.67K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-217- 1.74% |
$21.6K - $25.5K
|
12.2K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-220- 4.48% |
$21.9K - $25.9K
|
4.69K
$550K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-222- 7.3% |
$22.1K - $26.1K
|
2.82K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-222- 10.27% |
$22.1K - $26.1K
|
1.94K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-224- 3.15% |
$22.3K - $26.4K
|
6.88K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-226- 3.71% |
$22.5K - $26.6K
|
5.87K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-227- 0.42% |
$22.6K - $26.7K
|
53.5K
$6.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-229- 1.57% |
$22.8K - $27K
|
14.4K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-229- 5.43% |
$22.8K - $27K
|
3.99K
$467K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-230- 4.5% |
$22.9K - $27.1K
|
4.89K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-230- 1.07% |
$22.9K - $27.1K
|
21.3K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-231- 10.0% |
$22.9K - $27.2K
|
2.08K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-235- 2.19% |
$23.3K - $27.7K
|
10.5K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-236- 11.46% |
$23.4K - $27.8K
|
1.82K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-238- 1.19% |
$23.6K - $28K
|
19.7K
$2.31M
|