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
|
North Star Asset Management Inc
|
BUY
|
- |
2KNew |
$199K - $236K
|
2K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2KNew |
$199K - $235K
|
2K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.99KNew |
$198K - $234K
|
1.99K
$215K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
1.99KNew |
$198K - $234K
|
1.99K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$197K - $233K
|
1.98K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$195K - $230K
|
1.96K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.96KNew |
$195K - $230K
|
1.96K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.96KNew |
$194K - $230K
|
1.96K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.96KNew |
$194K - $230K
|
1.96K
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$193K - $229K
|
1.95K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.94KNew |
$193K - $228K
|
1.94K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.94KNew |
$193K - $228K
|
1.94K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.94KNew |
$192K - $228K
|
1.94K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.93KNew |
$192K - $228K
|
1.93K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.92KNew |
$191K - $226K
|
1.92K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1.92KNew |
$191K - $226K
|
1.92K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.92KNew |
$190K - $226K
|
1.92K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.92K+ 24.59% |
$190K - $225K
|
9.7K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
1.92KNew |
$190K - $225K
|
1.92K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.91K+ 0.78% |
$190K - $225K
|
248K
$26.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.91KNew |
$190K - $225K
|
1.91K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.91K+ 8.29% |
$190K - $225K
|
24.9K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.91KNew |
$190K - $225K
|
1.91K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.91KNew |
$189K - $224K
|
1.91K
$206K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.9K+ 68.07% |
$189K - $224K
|
4.7K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.9K+ 11.1% |
$189K - $224K
|
19.1K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.89KNew |
$188K - $222K
|
1.89K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.89KNew |
$187K - $222K
|
1.89K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.89KNew |
$187K - $222K
|
1.89K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$187K - $222K
|
1.88K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.88KNew |
$187K - $222K
|
1.88K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.88KNew |
$187K - $221K
|
1.88K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.88K+ 19.24% |
$187K - $221K
|
11.6K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.87KNew |
$186K - $220K
|
1.87K
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.87KNew |
$186K - $220K
|
1.87K
$202K
|
|
|
Oct 01, 2024
Q3 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
1.87KNew |
$186K - $220K
|
1.87K
$201K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
1.87KNew |
$186K - $220K
|
1.87K
$201K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
1.87K+ 0.87% |
$185K - $220K
|
217K
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.87K+ 6.79% |
$185K - $220K
|
29.4K
$3.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.86K+ 5.41% |
$185K - $219K
|
36.3K
$3.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.86KNew |
$185K - $219K
|
1.86K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.85KNew |
$184K - $218K
|
1.85K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.85K+ 3.59% |
$184K - $218K
|
53.5K
$5.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.85KNew |
$184K - $218K
|
1.85K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.85KNew |
$183K - $217K
|
1.85K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.84KNew |
$183K - $217K
|
1.84K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.84K+ 13.46% |
$183K - $217K
|
15.5K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.84KNew |
$183K - $216K
|
1.84K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.83KNew |
$182K - $216K
|
1.83K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.83KNew |
$182K - $215K
|
1.83K
$197K
|