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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.64K+ 6.64% |
$263K - $311K
|
42.5K
$4.58M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.62K+ 6.28% |
$260K - $309K
|
44.4K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.62KNew |
$260K - $308K
|
2.62K
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 36.23% |
$260K - $308K
|
9.83K
$1.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.61K+ 35.92% |
$259K - $307K
|
9.86K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.58KNew |
$256K - $303K
|
2.58K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.55KNew |
$253K - $300K
|
2.55K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.55K+ 1.18% |
$253K - $300K
|
219K
$23.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.55KNew |
$253K - $300K
|
2.55K
$274K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
2.51KNew |
$249K - $295K
|
2.51K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.5K+ 2684.95% |
$248K - $294K
|
2.59K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.44K+ 0.63% |
$243K - $288K
|
392K
$42.3M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 28.44% |
$238K - $282K
|
10.8K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$238K - $281K
|
2.39K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.39KNew |
$237K - $281K
|
2.39K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.3K+ 89.4% |
$228K - $270K
|
4.86K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.29K+ 15.19% |
$228K - $270K
|
17.4K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.26KNew |
$224K - $266K
|
2.26K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.25KNew |
$223K - $265K
|
2.25K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.25K+ 20.7% |
$223K - $264K
|
13.1K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.21KNew |
$219K - $260K
|
2.21K
$238K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
2.19KNew |
$218K - $258K
|
2.19K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
2.19K+ 16.98% |
$217K - $258K
|
15.1K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 26.1% |
$217K - $257K
|
10.6K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.18KNew |
$217K - $257K
|
2.18K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.17K+ 3.64% |
$216K - $256K
|
62K
$6.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.17KNew |
$215K - $255K
|
2.17K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.16KNew |
$214K - $254K
|
2.16K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.15K+ 85.4% |
$213K - $253K
|
4.66K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.14K+ 18.1% |
$213K - $252K
|
14K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.13KNew |
$211K - $250K
|
2.13K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.12KNew |
$211K - $250K
|
2.12K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.12K+ 25.11% |
$210K - $249K
|
10.5K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.1K+ 64.62% |
$209K - $247K
|
5.35K
$577K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.1K+ 0.52% |
$208K - $247K
|
408K
$44M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.09K+ 4.92% |
$208K - $246K
|
44.5K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.09KNew |
$208K - $246K
|
2.09K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.09KNew |
$207K - $246K
|
2.09K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.08KNew |
$207K - $245K
|
2.08K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.08KNew |
$207K - $245K
|
2.08K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.08KNew |
$206K - $244K
|
2.08K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.06KNew |
$204K - $242K
|
2.06K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.04KNew |
$203K - $240K
|
2.04K
$220K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.03K+ 35.49% |
$202K - $239K
|
7.75K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.03KNew |
$201K - $238K
|
2.03K
$218K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$200K - $238K
|
2.02K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.02KNew |
$200K - $237K
|
2.02K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.01K+ 9.94% |
$199K - $236K
|
22.2K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.01KNew |
$199K - $236K
|
2.01K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2K+ 23.46% |
$199K - $236K
|
10.5K
$1.14M
|