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 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-688- 25.16% |
$68.4K - $81K
|
2.05K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-697- 8.9% |
$69.2K - $82K
|
7.13K
$836K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-699- 3.46% |
$69.4K - $82.3K
|
19.5K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-700- 2.31% |
$69.5K - $82.4K
|
29.6K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-702- 15.19% |
$69.7K - $82.6K
|
3.92K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-705- 1.23% |
$70K - $83K
|
56.5K
$6.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-706- 12.53% |
$70.1K - $83.1K
|
4.93K
$577K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-707- 3.46% |
$70.2K - $83.2K
|
19.7K
$2.31M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-712- 3.61% |
$70.7K - $83.8K
|
19K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-715- 25.54% |
$71K - $84.2K
|
2.08K
$244K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-718- 10.04% |
$71.3K - $84.5K
|
6.43K
$754K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-720- 9.79% |
$71.5K - $84.8K
|
6.63K
$777K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-722- 3.06% |
$71.7K - $85K
|
22.9K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-736- 7.51% |
$73.1K - $86.6K
|
9.07K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-738- 3.61% |
$73.3K - $86.9K
|
19.7K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-741- 1.18% |
$73.6K - $87.2K
|
62.1K
$7.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-746- 4.7% |
$74.1K - $87.8K
|
15.1K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-750- 28.36% |
$74.5K - $88.3K
|
1.9K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-750- 7.9% |
$74.5K - $88.3K
|
8.75K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-758- 18.08% |
$75.3K - $89.2K
|
3.43K
$402K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-762- 7.85% |
$75.7K - $89.7K
|
8.94K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-767- 16.03% |
$76.2K - $90.3K
|
4.02K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-774- 0.59% |
$76.9K - $91.1K
|
129K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-804- 27.9% |
$79.9K - $94.6K
|
2.08K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-804- 97.93% |
$79.9K - $94.6K
|
17
$1.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-808- 14.23% |
$80.3K - $95.1K
|
4.87K
$571K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-818- 8.79% |
$81.3K - $96.3K
|
8.49K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-821- 57.53% |
$81.6K - $96.6K
|
606
$71K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-823- 1.67% |
$81.8K - $96.9K
|
48.5K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-824- 6.05% |
$81.9K - $97K
|
12.8K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-826- 12.46% |
$82.1K - $97.2K
|
5.8K
$680K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-840- 2.09% |
$83.5K - $98.9K
|
39.4K
$4.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-841- 4.74% |
$83.6K - $99K
|
16.9K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-852- 28.23% |
$84.6K - $100K
|
2.17K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-859- 3.5% |
$85.3K - $101K
|
23.7K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-862- 7.29% |
$85.6K - $101K
|
11K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-868- 11.89% |
$86.2K - $102K
|
6.43K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-875- 21.43% |
$86.9K - $103K
|
3.21K
$376K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-879- 22.93% |
$87.3K - $103K
|
2.95K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-902- 4.15% |
$89.6K - $106K
|
20.8K
$2.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-918- 24.94% |
$91.2K - $108K
|
2.76K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-923- 8.94% |
$91.7K - $109K
|
9.4K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-924- 8.53% |
$91.8K - $109K
|
9.91K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-930- 5.69% |
$92.4K - $109K
|
15.4K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-950- 7.29% |
$94.4K - $112K
|
12.1K
$1.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-966- 3.52% |
$96K - $114K
|
26.4K
$3.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-971- 31.98% |
$96.5K - $114K
|
2.07K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-975- 8.65% |
$96.9K - $115K
|
10.3K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-992- 14.15% |
$98.6K - $117K
|
6.02K
$705K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1K- 2.4% |
$99.4K - $118K
|
40.8K
$4.78M
|