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 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.42K- 23.82% |
$141K - $167K
|
4.54K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.45K- 5.37% |
$144K - $171K
|
25.6K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.49K- 1.91% |
$148K - $175K
|
76.1K
$8.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.49K- 6.62% |
$148K - $176K
|
21.1K
$2.47M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.51K- 25.47% |
$150K - $178K
|
4.41K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.55K- 36.11% |
$154K - $182K
|
2.74K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.55K- 21.46% |
$154K - $183K
|
5.68K
$665K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.58K- 5.17% |
$157K - $186K
|
29K
$3.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.08% |
$157K - $186K
|
74.5K
$8.73M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.58K- 15.01% |
$157K - $186K
|
8.96K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 3.13% |
$159K - $188K
|
49.4K
$5.79M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.61K- 26.43% |
$160K - $190K
|
4.48K
$525K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.61K- 9.32% |
$160K - $190K
|
15.7K
$1.84M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.63K- 87.24% |
$162K - $192K
|
239
$28K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.64K- 12.9% |
$163K - $193K
|
11K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.66K- 19.09% |
$165K - $196K
|
7.04K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.68K- 3.78% |
$167K - $198K
|
42.7K
$5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.69K- 12.75% |
$168K - $199K
|
11.6K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.71K- 46.1% |
$170K - $201K
|
2K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 24.85% |
$178K - $211K
|
5.41K
$634K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-1.79K- 6.75% |
$178K - $211K
|
24.7K
$2.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.83K- 15.63% |
$182K - $215K
|
9.86K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.85K- 5.77% |
$184K - $218K
|
30.2K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.87K- 50.2% |
$185K - $220K
|
1.85K
$217K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.87K- 2.9% |
$186K - $220K
|
62.6K
$7.33M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.87K- 35.99% |
$186K - $221K
|
3.33K
$391K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.88K- 2.38% |
$187K - $221K
|
77.3K
$9.05M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.9K- 28.9% |
$188K - $223K
|
4.66K
$546K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.9K- 40.66% |
$188K - $223K
|
2.77K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.9K- 0.36% |
$189K - $224K
|
534K
$62.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.91K- 8.14% |
$190K - $225K
|
21.5K
$2.52M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.92K- 18.17% |
$190K - $225K
|
8.62K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.96K- 1.62% |
$194K - $230K
|
119K
$13.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.96K- 3.54% |
$195K - $231K
|
53.5K
$6.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 2.16% |
$198K - $235K
|
90.4K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.02K- 17.07% |
$200K - $237K
|
9.79K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.03K- 31.75% |
$202K - $239K
|
4.37K
$512K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.04K- 8.18% |
$202K - $240K
|
22.9K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.06K- 8.94% |
$205K - $243K
|
21K
$2.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.08K- 3.27% |
$207K - $245K
|
61.6K
$7.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 3.53% |
$208K - $247K
|
57.3K
$6.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.1K- 15.18% |
$208K - $247K
|
11.7K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-2.1K- 11.71% |
$209K - $248K
|
15.9K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.11K- 37.37% |
$210K - $248K
|
3.54K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.15K- 7.95% |
$214K - $254K
|
25K
$2.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-2.19K- 0.6% |
$217K - $257K
|
365K
$42.8M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.21K- 27.5% |
$220K - $260K
|
5.83K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.27K- 4.74% |
$225K - $267K
|
45.5K
$5.33M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.27K- 31.17% |
$225K - $267K
|
5.01K
$587K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.28K- 2.34% |
$226K - $268K
|
95.1K
$11.1M
|