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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-339- 11.64% |
$33.7K - $39.9K
|
2.57K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-340- 1.06% |
$33.8K - $40K
|
31.6K
$3.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-342- 4.74% |
$34K - $40.3K
|
6.87K
$805K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-343- 7.21% |
$34.1K - $40.4K
|
4.42K
$517K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-346- 13.84% |
$34.4K - $40.7K
|
2.15K
$252K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-347- 3.52% |
$34.5K - $40.8K
|
9.5K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-349- 5.98% |
$34.7K - $41.1K
|
5.49K
$643K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-350- 1.14% |
$34.8K - $41.2K
|
30.4K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-351- 2.11% |
$34.9K - $41.3K
|
16.3K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-354- 2.11% |
$35.2K - $41.7K
|
16.4K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-355- 11.64% |
$35.3K - $41.8K
|
2.7K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-362- 13.43% |
$36K - $42.6K
|
2.33K
$273K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-364- 4.99% |
$36.2K - $42.8K
|
6.93K
$812K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-367- 20.29% |
$36.5K - $43.2K
|
1.44K
$169K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-368- 4.92% |
$36.6K - $43.3K
|
7.12K
$834K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-368- 0.59% |
$36.6K - $43.3K
|
62K
$7.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-369- 0.49% |
$36.7K - $43.4K
|
75.2K
$8.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-371- 5.98% |
$36.9K - $43.7K
|
5.84K
$684K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-375- 4.16% |
$37.3K - $44.1K
|
8.63K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-376- 5.85% |
$37.4K - $44.3K
|
6.05K
$709K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-376- 5.85% |
$37.4K - $44.3K
|
6.05K
$709K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-378- 0.86% |
$37.6K - $44.5K
|
43.3K
$5.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-379- 20.74% |
$37.7K - $44.6K
|
1.45K
$170K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-390- 6.83% |
$38.7K - $45.9K
|
5.32K
$623K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-390- 5.77% |
$38.7K - $45.9K
|
6.37K
$746K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-393- 4.76% |
$39K - $46.3K
|
7.86K
$921K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-396- 13.13% |
$39.3K - $46.6K
|
2.62K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-403- 1.07% |
$40K - $47.4K
|
37.2K
$4.36M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-404- 2.1% |
$40.1K - $47.6K
|
18.9K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-410- 4.48% |
$40.7K - $48.3K
|
8.74K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-414- 21.71% |
$41.1K - $48.7K
|
1.49K
$175K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-415- 3.07% |
$41.2K - $48.8K
|
13.1K
$1.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-418- 1.78% |
$41.5K - $49.2K
|
23.1K
$2.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-419- 1.22% |
$41.6K - $49.3K
|
33.9K
$3.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-420- 1.66% |
$41.7K - $49.4K
|
24.9K
$2.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-422- 11.59% |
$41.9K - $49.7K
|
3.22K
$377K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-427- 16.32% |
$42.4K - $50.3K
|
2.19K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-429- 5.61% |
$42.6K - $50.5K
|
7.22K
$846K
|
|
|
Oct 17, 2024
Q3 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-430- 0.86% |
$42.7K - $50.6K
|
49.9K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-432- 14.6% |
$42.9K - $50.9K
|
2.53K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-433- 31.77% |
$43K - $51K
|
930
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-442- 8.55% |
$43.9K - $52K
|
4.73K
$554K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-443- 1.31% |
$44K - $52.1K
|
33.2K
$3.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-449- 3.37% |
$44.6K - $52.9K
|
12.9K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-460- 36.6% |
$45.7K - $54.1K
|
797
$93.4K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-465- 12.9% |
$46.2K - $54.7K
|
3.14K
$368K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-466- 7.38% |
$46.3K - $54.9K
|
5.85K
$685K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-479- 3.16% |
$47.6K - $56.4K
|
14.7K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-491- 4.6% |
$48.8K - $57.8K
|
10.2K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-494- 13.05% |
$49.1K - $58.1K
|
3.29K
$385K
|