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 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.29K- 22.08% |
$228K - $270K
|
8.09K
$948K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.35K- 7.89% |
$234K - $277K
|
27.5K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2.37K- 1.06% |
$235K - $279K
|
221K
$25.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.37K- 11.56% |
$236K - $279K
|
18.1K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.39K- 1.59% |
$237K - $281K
|
148K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.39K- 3.59% |
$238K - $282K
|
64.2K
$7.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.4K- 2.57% |
$238K - $282K
|
90.7K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.46K- 0.66% |
$244K - $289K
|
369K
$43.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.46K- 23.25% |
$244K - $289K
|
8.12K
$951K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.52K- 3.06% |
$250K - $296K
|
79.7K
$9.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.68K- 20.74% |
$266K - $315K
|
10.2K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.76K- 4.25% |
$274K - $325K
|
62.3K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.79K- 22.69% |
$277K - $328K
|
9.51K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 38.83% |
$281K - $333K
|
4.46K
$523K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.86K- 29.71% |
$284K - $337K
|
6.77K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.88K- 6.4% |
$286K - $339K
|
42.1K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.92K- 1.29% |
$290K - $344K
|
224K
$26.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.94K- 49.25% |
$292K - $346K
|
3.03K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.96K- 0.31% |
$294K - $349K
|
954K
$112M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.03K- 35.63% |
$301K - $357K
|
5.47K
$641K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.05K- 6.79% |
$303K - $358K
|
41.8K
$4.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.08K- 5.34% |
$306K - $362K
|
54.5K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.08K- 21.71% |
$306K - $363K
|
11.1K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.12K- 30.7% |
$310K - $367K
|
7.04K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-3.15K- 1.36% |
$312K - $370K
|
228K
$26.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.17K- 0.9% |
$315K - $373K
|
349K
$40.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.18K- 41.57% |
$316K - $374K
|
4.47K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.23K- 6.65% |
$320K - $380K
|
45.3K
$5.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.32K- 6.11% |
$330K - $390K
|
51K
$5.97M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.36K- 3.17% |
$334K - $395K
|
103K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.38K- 11.96% |
$336K - $398K
|
24.9K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.49K- 31.1% |
$346K - $410K
|
7.72K
$905K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.5K- 2.39% |
$347K - $412K
|
143K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.56K- 33.29% |
$354K - $419K
|
7.13K
$836K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-3.65K- 7.82% |
$363K - $430K
|
43K
$5.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.72K- 18.81% |
$369K - $437K
|
16K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.74K- 60.78% |
$371K - $440K
|
2.41K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.76K- 73.76% |
$373K - $442K
|
1.34K
$157K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.77K- 2.03% |
$375K - $444K
|
182K
$21.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-3.82K- 2.88% |
$380K - $450K
|
129K
$15.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.84K- 4.69% |
$381K - $452K
|
78.1K
$9.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.88K- 84.34% |
$385K - $457K
|
720
$84.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.91K- 2.29% |
$388K - $460K
|
167K
$19.5M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.93K- 5.2% |
$391K - $463K
|
71.7K
$8.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.95K- 4.42% |
$393K - $465K
|
85.4K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-4.1K- 3.2% |
$407K - $483K
|
124K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.11K- 18.08% |
$409K - $484K
|
18.6K
$2.18M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-4.11K- 1.29% |
$409K - $484K
|
315K
$36.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-4.13K- 1.68% |
$410K - $486K
|
241K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.15K- 17.1% |
$412K - $488K
|
20.1K
$2.35M
|