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 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-378- 0.86% |
$37.6K - $44.5K
|
43.3K
$4.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-379- 20.74% |
$37.7K - $44.6K
|
1.45K
$155K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-390- 6.83% |
$38.7K - $45.9K
|
5.32K
$568K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-390- 5.77% |
$38.7K - $45.9K
|
6.37K
$680K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-393- 4.76% |
$39K - $46.3K
|
7.86K
$839K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-396- 13.13% |
$39.3K - $46.6K
|
2.62K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-403- 1.07% |
$40K - $47.4K
|
37.2K
$3.98M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-404- 2.1% |
$40.1K - $47.6K
|
18.9K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-410- 4.48% |
$40.7K - $48.3K
|
8.74K
$933K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-414- 21.71% |
$41.1K - $48.7K
|
1.49K
$159K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-415- 3.07% |
$41.2K - $48.8K
|
13.1K
$1.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-418- 1.78% |
$41.5K - $49.2K
|
23.1K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-419- 1.22% |
$41.6K - $49.3K
|
33.9K
$3.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-420- 1.66% |
$41.7K - $49.4K
|
24.9K
$2.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-422- 11.59% |
$41.9K - $49.7K
|
3.22K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-427- 16.32% |
$42.4K - $50.3K
|
2.19K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-429- 5.61% |
$42.6K - $50.5K
|
7.22K
$771K
|
|
|
Oct 17, 2024
Q3 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-430- 0.86% |
$42.7K - $50.6K
|
49.9K
$5.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-432- 14.6% |
$42.9K - $50.9K
|
2.53K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-433- 31.77% |
$43K - $51K
|
930
$99.3K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-442- 8.55% |
$43.9K - $52K
|
4.73K
$505K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-443- 1.31% |
$44K - $52.1K
|
33.2K
$3.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-449- 3.37% |
$44.6K - $52.9K
|
12.9K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-460- 36.6% |
$45.7K - $54.1K
|
797
$85.1K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-465- 12.9% |
$46.2K - $54.7K
|
3.14K
$335K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-466- 7.38% |
$46.3K - $54.9K
|
5.85K
$625K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-479- 3.16% |
$47.6K - $56.4K
|
14.7K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-491- 4.6% |
$48.8K - $57.8K
|
10.2K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-494- 13.05% |
$49.1K - $58.1K
|
3.29K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-496- 17.38% |
$49.3K - $58.4K
|
2.36K
$252K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-497- 20.98% |
$49.4K - $58.5K
|
1.87K
$200K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-500- 95.24% |
$49.7K - $58.9K
|
25
$2.67K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-500- 6.45% |
$49.7K - $58.9K
|
7.25K
$775K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-500- 21.22% |
$49.7K - $58.9K
|
1.86K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-503- 89.18% |
$50K - $59.2K
|
61
$6.52K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-504- 16.9% |
$50.1K - $59.3K
|
2.48K
$265K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-504- 12.06% |
$50.1K - $59.3K
|
3.68K
$393K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-504- 3.54% |
$50.1K - $59.3K
|
13.7K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-506- 0.58% |
$50.3K - $59.6K
|
86.5K
$9.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-514- 6.08% |
$51.1K - $60.5K
|
7.94K
$848K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-527- 11.96% |
$52.4K - $62K
|
3.88K
$414K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-528- 12.68% |
$52.5K - $62.2K
|
3.64K
$388K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-529- 12.91% |
$52.6K - $62.3K
|
3.57K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-532- 2.2% |
$52.9K - $62.6K
|
23.7K
$2.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-535- 6.84% |
$53.2K - $63K
|
7.28K
$778K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-537- 9.98% |
$53.4K - $63.2K
|
4.85K
$517K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-546- 2.38% |
$54.2K - $64.3K
|
22.4K
$2.39M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-548- 1.54% |
$54.4K - $64.5K
|
35.1K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-549- 1.58% |
$54.5K - $64.6K
|
34.1K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-550- 9.54% |
$54.6K - $64.7K
|
5.22K
$557K
|