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
|
Fca Corp
Houston, TX |
BUY
|
- |
6.69K+ 239.41% |
$665K - $787K
|
9.48K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.6KNew |
$656K - $777K
|
6.6K
$712K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.59K+ 13.87% |
$655K - $776K
|
54.1K
$5.83M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.53K+ 1.65% |
$648K - $768K
|
402K
$43.4M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.52K+ 13.78% |
$648K - $768K
|
53.9K
$5.8M
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
6.5K+ 0.28% |
$646K - $765K
|
2.29M
$247M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.31K+ 7.52% |
$627K - $743K
|
90.2K
$9.72M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.28K+ 43.04% |
$624K - $739K
|
20.9K
$2.25M
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.21K+ 16.87% |
$617K - $731K
|
43K
$4.64M
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
5.82K+ 232.11% |
$578K - $685K
|
8.33K
$897K
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.77K+ 6.88% |
$573K - $679K
|
89.7K
$9.67M
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
5.69K+ 29.79% |
$566K - $670K
|
24.8K
$2.67M
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
5.6K+ 27.67% |
$556K - $659K
|
25.8K
$2.78M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.52K+ 21.57% |
$549K - $650K
|
31.1K
$3.36M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.38K+ 21.74% |
$534K - $633K
|
30.1K
$3.25M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.34K+ 19.08% |
$530K - $628K
|
33.3K
$3.59M
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.33KNew |
$530K - $628K
|
5.33K
$575K
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.3K+ 5.33% |
$527K - $624K
|
105K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.29K+ 118.66% |
$525K - $622K
|
9.74K
$1.05M
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.28K+ 4.81% |
$525K - $622K
|
115K
$12.4M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
5.28KNew |
$525K - $622K
|
5.28K
$569K
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
5.24K+ 6.25% |
$520K - $616K
|
89K
$9.59M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.21K+ 158.86% |
$517K - $613K
|
8.48K
$914K
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.1K+ 198.98% |
$506K - $600K
|
7.66K
$825K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.08KNew |
$505K - $598K
|
5.08K
$548K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.08KNew |
$505K - $598K
|
5.08K
$548K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.07K+ 22.83% |
$504K - $597K
|
27.3K
$2.94M
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5.02K+ 49.34% |
$499K - $591K
|
15.2K
$1.64M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$496K - $588K
|
5K
$539K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 3922.22% |
$491K - $582K
|
5.07K
$546K
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
4.93K+ 11.05% |
$490K - $580K
|
49.5K
$5.34M
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
4.85K+ 9.03% |
$482K - $571K
|
58.5K
$6.31M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.73K+ 19.94% |
$470K - $557K
|
28.4K
$3.06M
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
4.72KNew |
$469K - $555K
|
4.72K
$508K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.7K+ 4.1% |
$467K - $553K
|
119K
$12.9M
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.7K+ 52.15% |
$467K - $553K
|
13.7K
$1.48M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.63K+ 9.53% |
$460K - $545K
|
53.2K
$5.74M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.54K+ 7.58% |
$451K - $534K
|
64.4K
$6.94M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.5K+ 55.98% |
$447K - $530K
|
12.5K
$1.35M
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
4.39KNew |
$436K - $517K
|
4.39K
$473K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4.35K+ 1.39% |
$432K - $512K
|
318K
$34.2M
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
4.32K+ 1.95% |
$429K - $509K
|
226K
$24.4M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.27K+ 2.18% |
$425K - $503K
|
201K
$21.6M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.27K+ 8.94% |
$424K - $503K
|
52K
$5.61M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.18K+ 12.36% |
$415K - $492K
|
38K
$4.09M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.12K+ 10.51% |
$410K - $485K
|
43.4K
$4.67M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.09KNew |
$406K - $481K
|
4.09K
$441K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.05K+ 95.95% |
$403K - $477K
|
8.28K
$892K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.04K+ 5.08% |
$401K - $475K
|
83.5K
$9M
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.04KNew |
$401K - $475K
|
4.04K
$435K
|