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 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.22K- 21.19% |
$419K - $497K
|
15.7K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.24K- 1.18% |
$421K - $499K
|
355K
$41.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.33K- 1.48% |
$430K - $510K
|
287K
$33.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.34K- 2.4% |
$431K - $510K
|
177K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.36K- 1.0% |
$433K - $513K
|
431K
$50.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.38K- 7.52% |
$435K - $515K
|
53.8K
$6.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.4K- 3.71% |
$437K - $518K
|
114K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.41K- 32.73% |
$439K - $520K
|
9.07K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.46K- 20.56% |
$443K - $525K
|
17.3K
$2.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.47K- 13.55% |
$444K - $526K
|
28.5K
$3.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.5K- 0.8% |
$447K - $530K
|
558K
$65.4M
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-4.55K- 3.88% |
$452K - $536K
|
113K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.57K- 2.98% |
$454K - $538K
|
149K
$17.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.57K- 0.73% |
$454K - $538K
|
620K
$72.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-4.65K- 16.32% |
$462K - $547K
|
23.8K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.71K- 2.86% |
$468K - $555K
|
160K
$18.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.83K- 14.61% |
$480K - $569K
|
28.2K
$3.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.85K- 2.48% |
$482K - $571K
|
190K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.9K- 18.08% |
$487K - $577K
|
22.2K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.12K- 2.49% |
$508K - $602K
|
201K
$23.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-5.19K- 10.51% |
$515K - $610K
|
44.1K
$5.17M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-5.23K- 50.65% |
$520K - $616K
|
5.1K
$597K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.26K- 28.59% |
$523K - $620K
|
13.1K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.3K- 1.74% |
$527K - $624K
|
300K
$35.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.48K- 89.52% |
$544K - $645K
|
641
$75.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.55K- 28.0% |
$551K - $653K
|
14.3K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.72K- 1.62% |
$568K - $673K
|
346K
$40.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.73K- 12.04% |
$569K - $674K
|
41.8K
$4.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.73K- 24.48% |
$569K - $674K
|
17.7K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.76K- 16.26% |
$572K - $678K
|
29.7K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.98K- 76.11% |
$594K - $704K
|
1.88K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-6.08K- 45.26% |
$604K - $716K
|
7.36K
$862K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.25K- 29.06% |
$621K - $735K
|
15.3K
$1.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-6.34K- 28.16% |
$630K - $746K
|
16.2K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-6.42K- 21.11% |
$637K - $755K
|
24K
$2.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6.6K- 13.91% |
$656K - $777K
|
40.8K
$4.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-6.62K- 20.52% |
$658K - $779K
|
25.6K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.19K- 43.68% |
$715K - $847K
|
9.28K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-7.2K- 20.54% |
$716K - $848K
|
27.9K
$3.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.25K- 1.79% |
$720K - $853K
|
399K
$46.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-7.48K- 31.02% |
$743K - $880K
|
16.6K
$1.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.78K- 10.74% |
$773K - $916K
|
64.6K
$7.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.97K- 4.45% |
$792K - $938K
|
171K
$20M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8K- 30.6% |
$794K - $941K
|
18.1K
$2.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.21K- 3.11% |
$816K - $967K
|
256K
$30M
|
|
|
Nov 12, 2024
Q3 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-8.22K- 27.36% |
$817K - $967K
|
21.8K
$2.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-8.3K- 31.2% |
$825K - $977K
|
18.3K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.31K- 14.4% |
$826K - $978K
|
49.4K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.41K- 1.98% |
$836K - $990K
|
416K
$48.8M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-8.45K- 1.09% |
$840K - $995K
|
763K
$89.5M
|