Purchases and Sales Made in Q3 2023 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q3 2023. 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, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
902+ 0.82% |
$78.2K - $86.2K
|
111K
$11.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
900+ 19.69% |
$78K - $86K
|
5.47K
$584K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
894+ 28.57% |
$77.5K - $85.4K
|
4.02K
$430K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
875+ 9.11% |
$75.8K - $83.6K
|
10.5K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
865+ 10.7% |
$75K - $82.7K
|
8.95K
$956K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
863+ 4.48% |
$74.8K - $82.5K
|
20.1K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
851+ 56.36% |
$73.7K - $81.3K
|
2.36K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
848+ 33.13% |
$73.5K - $81K
|
3.41K
$364K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
837+ 1.72% |
$72.5K - $80K
|
49.5K
$5.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
834+ 18.02% |
$72.3K - $79.7K
|
5.46K
$584K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
832+ 640.0% |
$72.1K - $79.5K
|
962
$103K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
831+ 2.93% |
$72K - $79.4K
|
29.2K
$3.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
828+ 2.86% |
$71.7K - $79.1K
|
29.8K
$3.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
818+ 8.68% |
$70.9K - $78.2K
|
10.2K
$1.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
818+ 3.66% |
$70.9K - $78.2K
|
23.2K
$2.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
813+ 1.28% |
$70.4K - $77.7K
|
64.1K
$6.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
803+ 8.18% |
$69.6K - $76.7K
|
10.6K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
774+ 30.16% |
$67.1K - $74K
|
3.34K
$357K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
774+ 225.66% |
$67.1K - $74K
|
1.12K
$119K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
772+ 13.57% |
$66.9K - $73.8K
|
6.46K
$690K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
764+ 14.57% |
$66.2K - $73K
|
6.01K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
757+ 17.34% |
$65.6K - $72.3K
|
5.12K
$547K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
740+ 0.68% |
$64.1K - $70.7K
|
110K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
716+ 8.43% |
$62K - $68.4K
|
9.21K
$984K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
716+ 8.43% |
$62K - $68.4K
|
9.21K
$984K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
712+ 31.2% |
$61.7K - $68K
|
2.99K
$320K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
702+ 11.18% |
$60.8K - $67.1K
|
6.98K
$745K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
699+ 3.51% |
$60.6K - $66.8K
|
20.6K
$2.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
699+ 3.31% |
$60.6K - $66.8K
|
21.8K
$2.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
679+ 2.24% |
$58.8K - $64.9K
|
31.1K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
677+ 268.65% |
$58.7K - $64.7K
|
929
$99.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
660+ 17.27% |
$57.2K - $63.1K
|
4.48K
$479K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
658+ 42.02% |
$57K - $62.9K
|
2.22K
$238K
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
655+ 1.1% |
$56.8K - $62.6K
|
60.4K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
654+ 3.08% |
$56.7K - $62.5K
|
21.9K
$2.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
651+ 12.06% |
$56.4K - $62.2K
|
6.05K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
649+ 4.25% |
$56.2K - $62K
|
15.9K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
639+ 17.24% |
$55.4K - $61.1K
|
4.35K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
629+ 263.18% |
$54.5K - $60.1K
|
868
$92.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
621+ 8.98% |
$53.8K - $59.3K
|
7.54K
$805K
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
618+ 1.13% |
$53.5K - $59.1K
|
55.5K
$5.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
615+ 6.0% |
$53.3K - $58.8K
|
10.9K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
615+ 24.92% |
$53.3K - $58.8K
|
3.08K
$329K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
607+ 21.93% |
$52.6K - $58K
|
3.38K
$360K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
606+ 5.05% |
$52.5K - $57.9K
|
12.6K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
606+ 1.94% |
$52.5K - $57.9K
|
31.8K
$3.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
591+ 168.86% |
$51.2K - $56.5K
|
941
$101K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
591+ 6.79% |
$51.2K - $56.5K
|
9.3K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
583+ 0.84% |
$50.5K - $55.7K
|
70.1K
$7.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
577+ 2.18% |
$50K - $55.1K
|
27.1K
$2.89M
|