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 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-560- 2.1% |
$55.6K - $65.9K
|
26.1K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-560- 4.74% |
$55.6K - $65.9K
|
11.3K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-562- 0.84% |
$55.8K - $66.2K
|
66.7K
$7.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-564- 3.2% |
$56K - $66.4K
|
17.1K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-573- 5.49% |
$56.9K - $67.4K
|
9.86K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-573- 24.73% |
$56.9K - $67.4K
|
1.74K
$186K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-582- 6.48% |
$57.8K - $68.5K
|
8.4K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-584- 2.37% |
$58K - $68.7K
|
24.1K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-593- 3.82% |
$58.9K - $69.8K
|
14.9K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-598- 1.24% |
$59.4K - $70.4K
|
47.8K
$5.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-599- 15.43% |
$59.5K - $70.5K
|
3.28K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-600- 0.18% |
$59.6K - $70.6K
|
332K
$35.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-606- 11.0% |
$60.2K - $71.3K
|
4.9K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-609- 3.8% |
$60.5K - $71.7K
|
15.4K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-609- 1.47% |
$60.5K - $71.7K
|
40.8K
$4.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-613- 26.09% |
$60.9K - $72.2K
|
1.74K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-615- 13.95% |
$61.1K - $72.4K
|
3.79K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-632- 47.16% |
$62.8K - $74.4K
|
708
$75.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-642- 21.57% |
$63.8K - $75.6K
|
2.34K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-644- 3.34% |
$64K - $75.8K
|
18.6K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-644- 2.45% |
$64K - $75.8K
|
25.6K
$2.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-650- 10.4% |
$64.6K - $76.5K
|
5.6K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-655- 20.06% |
$65.1K - $77.1K
|
2.61K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-672- 6.11% |
$66.8K - $79.1K
|
10.3K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-677- 2.8% |
$67.3K - $79.7K
|
23.5K
$2.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-681- 3.32% |
$67.7K - $80.2K
|
19.8K
$2.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-682- 9.35% |
$67.8K - $80.3K
|
6.62K
$707K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-683- 22.64% |
$67.9K - $80.4K
|
2.33K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-686- 43.04% |
$68.2K - $80.7K
|
908
$97K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-688- 25.16% |
$68.4K - $81K
|
2.05K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-697- 8.9% |
$69.2K - $82K
|
7.13K
$762K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-699- 3.46% |
$69.4K - $82.3K
|
19.5K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-700- 2.31% |
$69.5K - $82.4K
|
29.6K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-702- 15.19% |
$69.7K - $82.6K
|
3.92K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-705- 1.23% |
$70K - $83K
|
56.5K
$6.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-706- 12.53% |
$70.1K - $83.1K
|
4.93K
$526K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-707- 3.46% |
$70.2K - $83.2K
|
19.7K
$2.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-712- 3.61% |
$70.7K - $83.8K
|
19K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-715- 25.54% |
$71K - $84.2K
|
2.08K
$223K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-718- 10.04% |
$71.3K - $84.5K
|
6.43K
$687K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-720- 9.79% |
$71.5K - $84.8K
|
6.63K
$709K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-722- 3.06% |
$71.7K - $85K
|
22.9K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-736- 7.51% |
$73.1K - $86.6K
|
9.07K
$968K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-738- 3.61% |
$73.3K - $86.9K
|
19.7K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-741- 1.18% |
$73.6K - $87.2K
|
62.1K
$6.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-746- 4.7% |
$74.1K - $87.8K
|
15.1K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-750- 28.36% |
$74.5K - $88.3K
|
1.9K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-750- 7.9% |
$74.5K - $88.3K
|
8.75K
$934K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-758- 18.08% |
$75.3K - $89.2K
|
3.43K
$367K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-762- 7.85% |
$75.7K - $89.7K
|
8.94K
$955K
|