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 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.48K- 89.52% |
$544K - $645K
|
641
$71K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.55K- 28.0% |
$551K - $653K
|
14.3K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.72K- 1.62% |
$568K - $673K
|
346K
$38.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.73K- 12.04% |
$569K - $674K
|
41.8K
$4.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.73K- 24.48% |
$569K - $674K
|
17.7K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.76K- 16.26% |
$572K - $678K
|
29.7K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.98K- 76.11% |
$594K - $704K
|
1.88K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-6.08K- 45.26% |
$604K - $716K
|
7.36K
$815K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.25K- 29.06% |
$621K - $735K
|
15.3K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-6.34K- 28.16% |
$630K - $746K
|
16.2K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-6.42K- 21.11% |
$637K - $755K
|
24K
$2.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6.6K- 13.91% |
$656K - $777K
|
40.8K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-6.62K- 20.52% |
$658K - $779K
|
25.6K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.19K- 43.68% |
$715K - $847K
|
9.28K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-7.2K- 20.54% |
$716K - $848K
|
27.9K
$3.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.25K- 1.79% |
$720K - $853K
|
399K
$44.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-7.48K- 31.02% |
$743K - $880K
|
16.6K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.78K- 10.74% |
$773K - $916K
|
64.6K
$7.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.97K- 4.45% |
$792K - $938K
|
171K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8K- 30.6% |
$794K - $941K
|
18.1K
$2.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.21K- 3.11% |
$816K - $967K
|
256K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-8.22K- 27.36% |
$817K - $967K
|
21.8K
$2.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-8.3K- 31.2% |
$825K - $977K
|
18.3K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.31K- 14.4% |
$826K - $978K
|
49.4K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.41K- 1.98% |
$836K - $990K
|
416K
$46.1M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-8.45K- 1.09% |
$840K - $995K
|
763K
$84.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.47K- 5.3% |
$842K - $997K
|
151K
$16.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.67K- 63.04% |
$861K - $1.02M
|
5.08K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-9.2K- 93.32% |
$914K - $1.08M
|
659
$73K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-9.45K- 78.38% |
$938K - $1.11M
|
2.61K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-9.48K- 8.46% |
$942K - $1.12M
|
103K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-9.56K- 4.29% |
$949K - $1.12M
|
213K
$23.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-9.67K- 7.49% |
$961K - $1.14M
|
119K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10K- 7.37% |
$993K - $1.18M
|
126K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-10K- 4.86% |
$994K - $1.18M
|
196K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-10.2K- 26.19% |
$1.01M - $1.19M
|
28.6K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10.7K- 4.95% |
$1.06M - $1.26M
|
205K
$22.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 1.63% |
$1.07M - $1.27M
|
649K
$71.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.8K- 32.87% |
$1.07M - $1.27M
|
22K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-11K- 16.4% |
$1.1M - $1.3M
|
56.2K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-11K- 27.61% |
$1.1M - $1.3M
|
29K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.7K- 29.04% |
$1.16M - $1.37M
|
28.5K
$3.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-12K- 26.89% |
$1.19M - $1.41M
|
32.6K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-12.1K- 3.56% |
$1.2M - $1.43M
|
329K
$36.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.3K- 18.09% |
$1.22M - $1.44M
|
55.5K
$6.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.6K- 84.0% |
$1.25M - $1.48M
|
2.4K
$266K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-12.7K- 11.8% |
$1.26M - $1.5M
|
94.9K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 1.29% |
$1.31M - $1.55M
|
1.01M
$112M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-13.4K- 15.33% |
$1.33M - $1.58M
|
74.1K
$8.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.7K- 23.14% |
$1.36M - $1.61M
|
45.5K
$5.05M
|