Purchases and Sales Made in Q2 2024 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.36K- 31.56% |
$312K - $352K
|
7.29K
$876K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-3.36K- 24.04% |
$312K - $352K
|
10.6K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.39K- 50.17% |
$315K - $355K
|
3.37K
$405K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.5K- 0.56% |
$325K - $367K
|
624K
$75M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.65K- 11.93% |
$339K - $382K
|
26.9K
$3.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-3.67K- 1.47% |
$341K - $384K
|
245K
$29.5M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.71K- 10.83% |
$344K - $388K
|
30.6K
$3.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.73K- 4.34% |
$347K - $391K
|
82.2K
$9.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-3.76K- 21.86% |
$349K - $393K
|
13.4K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.76K- 3.72% |
$349K - $393K
|
97.3K
$11.7M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.8K- 95.0% |
$353K - $397K
|
200
$24K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.85K- 92.55% |
$357K - $403K
|
310
$37.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.93K- 4.24% |
$365K - $411K
|
88.8K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Aventail Capital Group, LP
New York, NY |
SELL
|
- |
-4.07K- 3.93% |
$378K - $426K
|
99.6K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.17K- 5.8% |
$387K - $436K
|
67.7K
$8.14M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.18K- 16.98% |
$389K - $438K
|
20.5K
$2.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.26K- 21.4% |
$396K - $446K
|
15.7K
$1.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.52K- 5.38% |
$420K - $473K
|
79.5K
$9.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.53K- 24.14% |
$421K - $474K
|
14.2K
$1.71M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-4.69K- 29.88% |
$435K - $490K
|
11K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.78K- 12.25% |
$444K - $500K
|
34.2K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.79K- 15.02% |
$445K - $501K
|
27.1K
$3.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.81K- 4.03% |
$446K - $503K
|
115K
$13.8M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.86K- 42.54% |
$451K - $508K
|
6.56K
$788K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.98K- 0.65% |
$463K - $521K
|
766K
$92M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-5K- 93.77% |
$464K - $523K
|
332
$39.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-5K- 5.64% |
$465K - $523K
|
83.7K
$10.1M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-5.15KClosed |
$478K - $539K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5.17K- 48.44% |
$481K - $541K
|
5.51K
$662K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.2K- 13.2% |
$483K - $544K
|
34.2K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.3K- 27.75% |
$492K - $554K
|
13.8K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.35K- 4.74% |
$497K - $560K
|
108K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.37K- 35.24% |
$498K - $561K
|
9.86K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.47K- 22.91% |
$508K - $572K
|
18.4K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-5.5K- 7.57% |
$511K - $575K
|
67.2K
$8.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.52K- 14.17% |
$512K - $577K
|
33.4K
$4.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.6K- 19.27% |
$520K - $586K
|
23.5K
$2.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.93K- 1.38% |
$551K - $621K
|
424K
$51M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.93K- 4.84% |
$551K - $621K
|
117K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.94K- 2.24% |
$551K - $621K
|
259K
$31.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.07K- 1.66% |
$564K - $635K
|
360K
$43.2M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.08K- 15.64% |
$564K - $636K
|
32.8K
$3.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-6.11K- 1.66% |
$567K - $639K
|
362K
$43.4M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-6.13K- 16.61% |
$569K - $641K
|
30.8K
$3.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.32K- 3.13% |
$587K - $661K
|
195K
$23.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-6.33K- 14.05% |
$588K - $662K
|
38.7K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-6.6K- 4.94% |
$613K - $690K
|
127K
$15.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-6.61K- 3.52% |
$614K - $691K
|
181K
$21.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6.77K- 62.55% |
$629K - $708K
|
4.06K
$487K
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-6.8K- 2.18% |
$632K - $711K
|
305K
$36.6M
|