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 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-193- -0.0% |
$19.2K - $22.7K
|
10.2M
$1.09B
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-197- 1.78% |
$19.6K - $23.2K
|
10.9K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-198- 3.84% |
$19.7K - $23.3K
|
4.96K
$530K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-199- 49.01% |
$19.8K - $23.4K
|
207
$22.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-199- 1.28% |
$19.8K - $23.4K
|
15.4K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.46% |
$19.9K - $23.5K
|
43.5K
$4.65M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-200- 5.37% |
$19.9K - $23.5K
|
3.53K
$377K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-201- 2.93% |
$20K - $23.7K
|
6.66K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-202- 1.08% |
$20.1K - $23.8K
|
18.5K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-202- 92.24% |
$20.1K - $23.8K
|
17
$1.82K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-205- 2.3% |
$20.4K - $24.1K
|
8.71K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-205- 0.61% |
$20.4K - $24.1K
|
33.2K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-210- 6.86% |
$20.9K - $24.7K
|
2.85K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-212- 86.18% |
$21.1K - $25K
|
34
$3.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-215- 2.43% |
$21.4K - $25.3K
|
8.63K
$922K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-216- 2.43% |
$21.5K - $25.4K
|
8.67K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-217- 1.74% |
$21.6K - $25.5K
|
12.2K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-220- 4.48% |
$21.9K - $25.9K
|
4.69K
$501K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-222- 7.3% |
$22.1K - $26.1K
|
2.82K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-222- 10.27% |
$22.1K - $26.1K
|
1.94K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-224- 3.15% |
$22.3K - $26.4K
|
6.88K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-226- 3.71% |
$22.5K - $26.6K
|
5.87K
$626K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-227- 0.42% |
$22.6K - $26.7K
|
53.5K
$5.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-229- 1.57% |
$22.8K - $27K
|
14.4K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-229- 5.43% |
$22.8K - $27K
|
3.99K
$426K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-230- 4.5% |
$22.9K - $27.1K
|
4.89K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-230- 1.07% |
$22.9K - $27.1K
|
21.3K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-231- 10.0% |
$22.9K - $27.2K
|
2.08K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-235- 2.19% |
$23.3K - $27.7K
|
10.5K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-236- 11.46% |
$23.4K - $27.8K
|
1.82K
$195K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-238- 1.19% |
$23.6K - $28K
|
19.7K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-243- 5.72% |
$24.1K - $28.6K
|
4.01K
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-247- 7.73% |
$24.5K - $29.1K
|
2.95K
$315K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-247- 11.85% |
$24.5K - $29.1K
|
1.84K
$196K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-250- 10.11% |
$24.8K - $29.4K
|
2.22K
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-250- 2.63% |
$24.8K - $29.4K
|
9.25K
$988K
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-252- 2.33% |
$25K - $29.7K
|
10.5K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-253- 3.8% |
$25.1K - $29.8K
|
6.41K
$685K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-254- 4.17% |
$25.2K - $29.9K
|
5.84K
$624K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-255- 3.35% |
$25.3K - $30K
|
7.35K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-256- 2.53% |
$25.4K - $30.1K
|
9.86K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-256- 3.59% |
$25.4K - $30.1K
|
6.87K
$734K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-258- 10.56% |
$25.6K - $30.4K
|
2.19K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-263- 5.53% |
$26.1K - $31K
|
4.49K
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-263- 6.32% |
$26.1K - $31K
|
3.9K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-266- 3.43% |
$26.4K - $31.3K
|
7.5K
$801K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-268- 4.64% |
$26.6K - $31.5K
|
5.51K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-268- 4.96% |
$26.6K - $31.5K
|
5.13K
$548K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-272- 0.45% |
$27K - $32K
|
60.3K
$6.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-274- 1.69% |
$27.2K - $32.3K
|
15.9K
$1.7M
|