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
|
Stokes Family Office, LLC
|
SELL
|
- |
-496- 17.38% |
$49.3K - $58.4K
|
2.36K
$276K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-497- 20.98% |
$49.4K - $58.5K
|
1.87K
$219K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-500- 95.24% |
$49.7K - $58.9K
|
25
$2.93K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-500- 6.45% |
$49.7K - $58.9K
|
7.25K
$850K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-500- 21.22% |
$49.7K - $58.9K
|
1.86K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-503- 89.18% |
$50K - $59.2K
|
61
$7.15K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-504- 16.9% |
$50.1K - $59.3K
|
2.48K
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-504- 12.06% |
$50.1K - $59.3K
|
3.68K
$431K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-504- 3.54% |
$50.1K - $59.3K
|
13.7K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-506- 0.58% |
$50.3K - $59.6K
|
86.5K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-514- 6.08% |
$51.1K - $60.5K
|
7.94K
$930K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-527- 11.96% |
$52.4K - $62K
|
3.88K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-528- 12.68% |
$52.5K - $62.2K
|
3.64K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-529- 12.91% |
$52.6K - $62.3K
|
3.57K
$418K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-532- 2.2% |
$52.9K - $62.6K
|
23.7K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-535- 6.84% |
$53.2K - $63K
|
7.28K
$853K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-537- 9.98% |
$53.4K - $63.2K
|
4.85K
$568K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-546- 2.38% |
$54.2K - $64.3K
|
22.4K
$2.62M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-548- 1.54% |
$54.4K - $64.5K
|
35.1K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-549- 1.58% |
$54.5K - $64.6K
|
34.1K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-550- 9.54% |
$54.6K - $64.7K
|
5.22K
$611K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-560- 2.1% |
$55.6K - $65.9K
|
26.1K
$3.06M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-560- 4.74% |
$55.6K - $65.9K
|
11.3K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-562- 0.84% |
$55.8K - $66.2K
|
66.7K
$7.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-564- 3.2% |
$56K - $66.4K
|
17.1K
$2M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-573- 5.49% |
$56.9K - $67.4K
|
9.86K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-573- 24.73% |
$56.9K - $67.4K
|
1.74K
$204K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-582- 6.48% |
$57.8K - $68.5K
|
8.4K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-584- 2.37% |
$58K - $68.7K
|
24.1K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-593- 3.82% |
$58.9K - $69.8K
|
14.9K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-598- 1.24% |
$59.4K - $70.4K
|
47.8K
$5.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-599- 15.43% |
$59.5K - $70.5K
|
3.28K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-600- 0.18% |
$59.6K - $70.6K
|
332K
$38.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-606- 11.0% |
$60.2K - $71.3K
|
4.9K
$574K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-609- 3.8% |
$60.5K - $71.7K
|
15.4K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-609- 1.47% |
$60.5K - $71.7K
|
40.8K
$4.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-613- 26.09% |
$60.9K - $72.2K
|
1.74K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-615- 13.95% |
$61.1K - $72.4K
|
3.79K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-632- 47.16% |
$62.8K - $74.4K
|
708
$83K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-642- 21.57% |
$63.8K - $75.6K
|
2.34K
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-644- 3.34% |
$64K - $75.8K
|
18.6K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-644- 2.45% |
$64K - $75.8K
|
25.6K
$3M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-650- 10.4% |
$64.6K - $76.5K
|
5.6K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-655- 20.06% |
$65.1K - $77.1K
|
2.61K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-672- 6.11% |
$66.8K - $79.1K
|
10.3K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-677- 2.8% |
$67.3K - $79.7K
|
23.5K
$2.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-681- 3.32% |
$67.7K - $80.2K
|
19.8K
$2.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-682- 9.35% |
$67.8K - $80.3K
|
6.62K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-683- 22.64% |
$67.9K - $80.4K
|
2.33K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-686- 43.04% |
$68.2K - $80.7K
|
908
$106K
|