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 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-275- 8.16% |
$27.3K - $32.4K
|
3.1K
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-275- 1.39% |
$27.3K - $32.4K
|
19.5K
$2.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-276- 7.25% |
$27.4K - $32.5K
|
3.53K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-277- 4.96% |
$27.5K - $32.6K
|
5.31K
$567K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-281- 0.64% |
$27.9K - $33.1K
|
43.8K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 7.89% |
$27.9K - $33.1K
|
3.28K
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-283- 1.7% |
$28.1K - $33.3K
|
16.3K
$1.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-283- 22.59% |
$28.1K - $33.3K
|
970
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-290- 2.7% |
$28.8K - $34.1K
|
10.4K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-295- 1.79% |
$29.3K - $34.7K
|
16.2K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-297- 10.98% |
$29.5K - $35K
|
2.41K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-298- 1.01% |
$29.6K - $35.1K
|
29.2K
$3.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-300- 85.71% |
$29.8K - $35.3K
|
50
$5.34K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-300- 4.02% |
$29.8K - $35.3K
|
7.15K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-302- 4.68% |
$30K - $35.5K
|
6.15K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-303- 3.39% |
$30.1K - $35.7K
|
8.64K
$923K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-305- 2.65% |
$30.3K - $35.9K
|
11.2K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-307- 13.91% |
$30.5K - $36.1K
|
1.9K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-308- 4.32% |
$30.6K - $36.3K
|
6.82K
$728K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-310- 5.26% |
$30.8K - $36.5K
|
5.58K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-310- 23.66% |
$30.8K - $36.5K
|
1K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-311- 9.11% |
$30.9K - $36.6K
|
3.1K
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-313- 5.85% |
$31.1K - $36.8K
|
5.04K
$538K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-316- 6.07% |
$31.4K - $37.2K
|
4.89K
$522K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-317- 0.96% |
$31.5K - $37.3K
|
32.6K
$3.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-319- 0.98% |
$31.7K - $37.5K
|
32.2K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-321- 1.81% |
$31.9K - $37.8K
|
17.4K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-326- 0.2% |
$32.4K - $38.4K
|
160K
$17.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-329- 15.12% |
$32.7K - $38.7K
|
1.85K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-331- 7.44% |
$32.9K - $39K
|
4.12K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-333- 10.09% |
$33.1K - $39.2K
|
2.97K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-339- 11.64% |
$33.7K - $39.9K
|
2.57K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-340- 1.06% |
$33.8K - $40K
|
31.6K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-342- 4.74% |
$34K - $40.3K
|
6.87K
$734K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-343- 7.21% |
$34.1K - $40.4K
|
4.42K
$472K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-346- 13.84% |
$34.4K - $40.7K
|
2.15K
$230K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-347- 3.52% |
$34.5K - $40.8K
|
9.5K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-349- 5.98% |
$34.7K - $41.1K
|
5.49K
$586K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-350- 1.14% |
$34.8K - $41.2K
|
30.4K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-351- 2.11% |
$34.9K - $41.3K
|
16.3K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-354- 2.11% |
$35.2K - $41.7K
|
16.4K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-355- 11.64% |
$35.3K - $41.8K
|
2.7K
$288K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-362- 13.43% |
$36K - $42.6K
|
2.33K
$249K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-364- 4.99% |
$36.2K - $42.8K
|
6.93K
$740K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-367- 20.29% |
$36.5K - $43.2K
|
1.44K
$154K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-368- 4.92% |
$36.6K - $43.3K
|
7.12K
$760K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-368- 0.59% |
$36.6K - $43.3K
|
62K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-369- 0.49% |
$36.7K - $43.4K
|
75.2K
$8.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-371- 5.98% |
$36.9K - $43.7K
|
5.84K
$623K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-375- 4.16% |
$37.3K - $44.1K
|
8.63K
$922K
|