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
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-243- 5.72% |
$24.1K - $28.6K
|
4.01K
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-247- 7.73% |
$24.5K - $29.1K
|
2.95K
$345K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-247- 11.85% |
$24.5K - $29.1K
|
1.84K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-250- 10.11% |
$24.8K - $29.4K
|
2.22K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-250- 2.63% |
$24.8K - $29.4K
|
9.25K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-252- 2.33% |
$25K - $29.7K
|
10.5K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-253- 3.8% |
$25.1K - $29.8K
|
6.41K
$751K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-254- 4.17% |
$25.2K - $29.9K
|
5.84K
$684K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-255- 3.35% |
$25.3K - $30K
|
7.35K
$861K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-256- 2.53% |
$25.4K - $30.1K
|
9.86K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-256- 3.59% |
$25.4K - $30.1K
|
6.87K
$805K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-258- 10.56% |
$25.6K - $30.4K
|
2.19K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-263- 5.53% |
$26.1K - $31K
|
4.49K
$526K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-263- 6.32% |
$26.1K - $31K
|
3.9K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-266- 3.43% |
$26.4K - $31.3K
|
7.5K
$878K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-268- 4.64% |
$26.6K - $31.5K
|
5.51K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-268- 4.96% |
$26.6K - $31.5K
|
5.13K
$601K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-272- 0.45% |
$27K - $32K
|
60.3K
$7.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-274- 1.69% |
$27.2K - $32.3K
|
15.9K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-275- 8.16% |
$27.3K - $32.4K
|
3.1K
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-275- 1.39% |
$27.3K - $32.4K
|
19.5K
$2.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-276- 7.25% |
$27.4K - $32.5K
|
3.53K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-277- 4.96% |
$27.5K - $32.6K
|
5.31K
$623K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-281- 0.64% |
$27.9K - $33.1K
|
43.8K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 7.89% |
$27.9K - $33.1K
|
3.28K
$384K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-283- 1.7% |
$28.1K - $33.3K
|
16.3K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-283- 22.59% |
$28.1K - $33.3K
|
970
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-290- 2.7% |
$28.8K - $34.1K
|
10.4K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-295- 1.79% |
$29.3K - $34.7K
|
16.2K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-297- 10.98% |
$29.5K - $35K
|
2.41K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-298- 1.01% |
$29.6K - $35.1K
|
29.2K
$3.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-300- 85.71% |
$29.8K - $35.3K
|
50
$5.86K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-300- 4.02% |
$29.8K - $35.3K
|
7.15K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-302- 4.68% |
$30K - $35.5K
|
6.15K
$720K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-303- 3.39% |
$30.1K - $35.7K
|
8.64K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-305- 2.65% |
$30.3K - $35.9K
|
11.2K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-307- 13.91% |
$30.5K - $36.1K
|
1.9K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-308- 4.32% |
$30.6K - $36.3K
|
6.82K
$799K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-310- 5.26% |
$30.8K - $36.5K
|
5.58K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-310- 23.66% |
$30.8K - $36.5K
|
1K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-311- 9.11% |
$30.9K - $36.6K
|
3.1K
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-313- 5.85% |
$31.1K - $36.8K
|
5.04K
$590K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-316- 6.07% |
$31.4K - $37.2K
|
4.89K
$573K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-317- 0.96% |
$31.5K - $37.3K
|
32.6K
$3.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-319- 0.98% |
$31.7K - $37.5K
|
32.2K
$3.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-321- 1.81% |
$31.9K - $37.8K
|
17.4K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-326- 0.2% |
$32.4K - $38.4K
|
160K
$18.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-329- 15.12% |
$32.7K - $38.7K
|
1.85K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-331- 7.44% |
$32.9K - $39K
|
4.12K
$483K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-333- 10.09% |
$33.1K - $39.2K
|
2.97K
$348K
|