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 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.18K- 8.81% |
$118K - $139K
|
12.3K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.19K- 11.84% |
$119K - $141K
|
8.89K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.2K- 2.48% |
$119K - $141K
|
47.1K
$5.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.22K- 9.56% |
$121K - $143K
|
11.5K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.22K- 0.78% |
$121K - $143K
|
155K
$16.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.22K- 8.61% |
$122K - $144K
|
13K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23K- 7.22% |
$122K - $144K
|
15.8K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1.23K- 4.95% |
$122K - $144K
|
23.6K
$2.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.23K- 7.17% |
$122K - $145K
|
16K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.23K- 21.79% |
$122K - $145K
|
4.43K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.24K- 28.43% |
$123K - $146K
|
3.12K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.24K- 3.31% |
$123K - $146K
|
36.3K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 1.36% |
$123K - $146K
|
89.9K
$9.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.26K- 12.02% |
$125K - $148K
|
9.19K
$982K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.28K- 2.0% |
$127K - $151K
|
62.8K
$6.71M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.3K- 0.76% |
$129K - $152K
|
169K
$18M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.31K- 18.1% |
$130K - $154K
|
5.91K
$631K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 9.33% |
$130K - $154K
|
12.7K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 6.11% |
$130K - $154K
|
20.1K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.31K- 38.3% |
$130K - $155K
|
2.12K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.33K- 42.89% |
$132K - $156K
|
1.76K
$188K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.33K- 4.15% |
$132K - $157K
|
30.8K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.34K- 9.84% |
$133K - $158K
|
12.3K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 17.89% |
$133K - $158K
|
6.15K
$657K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 7.61% |
$136K - $161K
|
16.6K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.38K- 9.96% |
$137K - $163K
|
12.5K
$1.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.41K- 9.9% |
$140K - $166K
|
12.8K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.42K- 23.82% |
$141K - $167K
|
4.54K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.45K- 5.37% |
$144K - $171K
|
25.6K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.49K- 1.91% |
$148K - $175K
|
76.1K
$8.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.49K- 6.62% |
$148K - $176K
|
21.1K
$2.25M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.51K- 25.47% |
$150K - $178K
|
4.41K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.55K- 36.11% |
$154K - $182K
|
2.74K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.55K- 21.46% |
$154K - $183K
|
5.68K
$606K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.58K- 5.17% |
$157K - $186K
|
29K
$3.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.08% |
$157K - $186K
|
74.5K
$7.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 3.13% |
$159K - $188K
|
49.4K
$5.28M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.61K- 26.43% |
$160K - $190K
|
4.48K
$479K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.61K- 9.32% |
$160K - $190K
|
15.7K
$1.68M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.63K- 87.24% |
$162K - $192K
|
239
$25.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.64K- 12.9% |
$163K - $193K
|
11K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.66K- 19.09% |
$165K - $196K
|
7.04K
$752K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.68K- 3.78% |
$167K - $198K
|
42.7K
$4.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.69K- 12.75% |
$168K - $199K
|
11.6K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.71K- 46.1% |
$170K - $201K
|
2K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 24.85% |
$178K - $211K
|
5.41K
$578K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-1.79K- 6.75% |
$178K - $211K
|
24.7K
$2.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.83K- 15.63% |
$182K - $215K
|
9.86K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.85K- 5.77% |
$184K - $218K
|
30.2K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.87K- 50.2% |
$185K - $220K
|
1.85K
$198K
|