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
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 24.85% |
$178K - $211K
|
5.41K
$622K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-1.79K- 6.75% |
$178K - $211K
|
24.7K
$2.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.83K- 15.63% |
$182K - $215K
|
9.86K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.85K- 5.77% |
$184K - $218K
|
30.2K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.87K- 50.2% |
$185K - $220K
|
1.85K
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.87K- 2.9% |
$186K - $220K
|
62.6K
$7.2M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.87K- 35.99% |
$186K - $221K
|
3.33K
$383K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.88K- 2.38% |
$187K - $221K
|
77.3K
$8.89M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.9K- 28.9% |
$188K - $223K
|
4.66K
$536K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.9K- 40.66% |
$188K - $223K
|
2.77K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.9K- 0.36% |
$189K - $224K
|
534K
$61.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.91K- 8.14% |
$190K - $225K
|
21.5K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.96K- 1.62% |
$194K - $230K
|
119K
$13.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.96K- 3.54% |
$195K - $231K
|
53.5K
$6.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 2.16% |
$198K - $235K
|
90.4K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.02K- 17.07% |
$200K - $237K
|
9.79K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.03K- 31.75% |
$202K - $239K
|
4.37K
$502K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.04K- 8.18% |
$202K - $240K
|
22.9K
$2.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.06K- 8.94% |
$205K - $243K
|
21K
$2.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.08K- 3.27% |
$207K - $245K
|
61.6K
$7.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 3.53% |
$208K - $247K
|
57.3K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.1K- 15.18% |
$208K - $247K
|
11.7K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-2.1K- 11.71% |
$209K - $248K
|
15.9K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.11K- 37.37% |
$210K - $248K
|
3.54K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.15K- 7.95% |
$214K - $254K
|
25K
$2.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-2.19K- 0.6% |
$217K - $257K
|
365K
$42M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.27K- 4.74% |
$225K - $267K
|
45.5K
$5.23M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.27K- 31.17% |
$225K - $267K
|
5.01K
$576K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.28K- 2.34% |
$226K - $268K
|
95.1K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.29K- 22.08% |
$228K - $270K
|
8.09K
$930K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.35K- 7.89% |
$234K - $277K
|
27.5K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2.37K- 1.06% |
$235K - $279K
|
221K
$25.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.37K- 11.56% |
$236K - $279K
|
18.1K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.39K- 1.59% |
$237K - $281K
|
148K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.39K- 3.59% |
$238K - $282K
|
64.2K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.4K- 2.57% |
$238K - $282K
|
90.7K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-2.46K- 0.66% |
$244K - $289K
|
369K
$42.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.46K- 23.25% |
$244K - $289K
|
8.12K
$933K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.52K- 3.06% |
$250K - $296K
|
79.7K
$9.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.68K- 20.74% |
$266K - $315K
|
10.2K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.76K- 4.25% |
$274K - $325K
|
62.3K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.79K- 22.69% |
$277K - $328K
|
9.51K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 38.83% |
$281K - $333K
|
4.46K
$513K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.86K- 29.71% |
$284K - $337K
|
6.77K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.88K- 6.4% |
$286K - $339K
|
42.1K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.92K- 1.29% |
$290K - $344K
|
224K
$25.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.94K- 49.25% |
$292K - $346K
|
3.03K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.96K- 0.31% |
$294K - $349K
|
954K
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.03K- 35.63% |
$301K - $357K
|
5.47K
$629K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.05K- 6.79% |
$303K - $358K
|
41.8K
$4.81M
|