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
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-767- 16.03% |
$76.2K - $90.3K
|
4.02K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-774- 0.59% |
$76.9K - $91.1K
|
129K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-804- 27.9% |
$79.9K - $94.6K
|
2.08K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-804- 97.93% |
$79.9K - $94.6K
|
17
$1.82K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-808- 14.23% |
$80.3K - $95.1K
|
4.87K
$520K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-818- 8.79% |
$81.3K - $96.3K
|
8.49K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-821- 57.53% |
$81.6K - $96.6K
|
606
$64.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-823- 1.67% |
$81.8K - $96.9K
|
48.5K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-824- 6.05% |
$81.9K - $97K
|
12.8K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-826- 12.46% |
$82.1K - $97.2K
|
5.8K
$620K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-840- 2.09% |
$83.5K - $98.9K
|
39.4K
$4.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-841- 4.74% |
$83.6K - $99K
|
16.9K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-852- 28.23% |
$84.6K - $100K
|
2.17K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-859- 3.5% |
$85.3K - $101K
|
23.7K
$2.53M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-862- 7.29% |
$85.6K - $101K
|
11K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-868- 11.89% |
$86.2K - $102K
|
6.43K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-875- 21.43% |
$86.9K - $103K
|
3.21K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-902- 4.15% |
$89.6K - $106K
|
20.8K
$2.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-918- 24.94% |
$91.2K - $108K
|
2.76K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-923- 8.94% |
$91.7K - $109K
|
9.4K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-924- 8.53% |
$91.8K - $109K
|
9.91K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-930- 5.69% |
$92.4K - $109K
|
15.4K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-950- 7.29% |
$94.4K - $112K
|
12.1K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-966- 3.52% |
$96K - $114K
|
26.4K
$2.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-971- 31.98% |
$96.5K - $114K
|
2.07K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-975- 8.65% |
$96.9K - $115K
|
10.3K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-992- 14.15% |
$98.6K - $117K
|
6.02K
$643K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1K- 2.4% |
$99.4K - $118K
|
40.8K
$4.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.02K- 4.58% |
$101K - $120K
|
21.3K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.04K- 2.44% |
$103K - $122K
|
41.5K
$4.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.04K- 2.07% |
$104K - $123K
|
49.4K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.05K- 1.68% |
$104K - $123K
|
61.2K
$6.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.05K- 5.56% |
$105K - $124K
|
17.9K
$1.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.06K- 34.16% |
$106K - $125K
|
2.05K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 10.03% |
$107K - $127K
|
9.65K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.09K- 17.03% |
$109K - $129K
|
5.33K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.1K- 23.12% |
$109K - $129K
|
3.66K
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.52% |
$109K - $129K
|
210K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.1K- 2.83% |
$109K - $129K
|
37.8K
$4.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-1.1K- 27.39% |
$109K - $130K
|
2.92K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.12K- 1.7% |
$111K - $132K
|
64.8K
$6.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.12K- 1.11% |
$112K - $132K
|
100K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.13K- 6.91% |
$112K - $132K
|
15.1K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.14K- 30.18% |
$113K - $134K
|
2.63K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.14K- 2.93% |
$113K - $134K
|
37.7K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.14K- 1.5% |
$114K - $135K
|
75.1K
$8.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.15K- 8.67% |
$114K - $135K
|
12.1K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.16K- 37.76% |
$115K - $136K
|
1.91K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 2.69% |
$116K - $138K
|
42.3K
$4.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.17K- 2.34% |
$117K - $138K
|
49K
$5.24M
|