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 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.02K- 4.58% |
$101K - $120K
|
21.3K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.04K- 2.44% |
$103K - $122K
|
41.5K
$4.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.04K- 2.07% |
$104K - $123K
|
49.4K
$5.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.05K- 1.68% |
$104K - $123K
|
61.2K
$7.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.05K- 5.56% |
$105K - $124K
|
17.9K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.06K- 34.16% |
$106K - $125K
|
2.05K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 10.03% |
$107K - $127K
|
9.65K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.09K- 17.03% |
$109K - $129K
|
5.33K
$625K
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.1K- 23.93% |
$109K - $129K
|
3.48K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.1K- 23.12% |
$109K - $129K
|
3.66K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.52% |
$109K - $129K
|
210K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.1K- 2.83% |
$109K - $129K
|
37.8K
$4.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-1.1K- 27.39% |
$109K - $130K
|
2.92K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.12K- 1.7% |
$111K - $132K
|
64.8K
$7.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.12K- 1.11% |
$112K - $132K
|
100K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.13K- 6.91% |
$112K - $132K
|
15.1K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.14K- 30.18% |
$113K - $134K
|
2.63K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.14K- 2.93% |
$113K - $134K
|
37.7K
$4.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.14K- 1.5% |
$114K - $135K
|
75.1K
$8.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.15K- 8.67% |
$114K - $135K
|
12.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.16K- 37.76% |
$115K - $136K
|
1.91K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 2.69% |
$116K - $138K
|
42.3K
$4.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.17K- 2.34% |
$117K - $138K
|
49K
$5.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.18K- 8.81% |
$118K - $139K
|
12.3K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.19K- 11.84% |
$119K - $141K
|
8.89K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.2K- 2.48% |
$119K - $141K
|
47.1K
$5.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.22K- 9.56% |
$121K - $143K
|
11.5K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.22K- 0.78% |
$121K - $143K
|
155K
$18.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.22K- 8.61% |
$122K - $144K
|
13K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23K- 7.22% |
$122K - $144K
|
15.8K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1.23K- 4.95% |
$122K - $144K
|
23.6K
$2.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.23K- 7.17% |
$122K - $145K
|
16K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.23K- 21.79% |
$122K - $145K
|
4.43K
$519K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.24K- 28.43% |
$123K - $146K
|
3.12K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.24K- 3.31% |
$123K - $146K
|
36.3K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 1.36% |
$123K - $146K
|
89.9K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.26K- 12.02% |
$125K - $148K
|
9.19K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.28K- 2.0% |
$127K - $151K
|
62.8K
$7.36M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.3K- 0.76% |
$129K - $152K
|
169K
$19.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.31K- 18.1% |
$130K - $154K
|
5.91K
$692K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 9.33% |
$130K - $154K
|
12.7K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 6.11% |
$130K - $154K
|
20.1K
$2.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.31K- 38.3% |
$130K - $155K
|
2.12K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.33K- 42.89% |
$132K - $156K
|
1.76K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.33K- 4.15% |
$132K - $157K
|
30.8K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.34K- 9.84% |
$133K - $158K
|
12.3K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 17.89% |
$133K - $158K
|
6.15K
$721K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 7.61% |
$136K - $161K
|
16.6K
$1.95M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.38K- 9.96% |
$137K - $163K
|
12.5K
$1.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.41K- 9.9% |
$140K - $166K
|
12.8K
$1.5M
|