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 |
---|---|---|---|---|---|---|---|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
572+ 1.84% |
$49.6K - $54.7K
|
31.6K
$3.38M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
570+ 8.56% |
$49.4K - $54.5K
|
7.23K
$772K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
570New |
$49.4K - $54.5K
|
570
$60.9K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
563+ 2.79% |
$48.8K - $53.8K
|
20.7K
$2.21M
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
562+ 2.78% |
$48.7K - $53.7K
|
20.8K
$2.22M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
561+ 11.51% |
$48.6K - $53.6K
|
5.44K
$581K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
560+ 11.73% |
$48.5K - $53.5K
|
5.33K
$570K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
559+ 8.19% |
$48.4K - $53.4K
|
7.39K
$789K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
555+ 3.19% |
$48.1K - $53K
|
17.9K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
555+ 3.28% |
$48.1K - $53K
|
17.5K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
554+ 1.66% |
$48K - $52.9K
|
33.9K
$3.62M
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
553+ 8.34% |
$47.9K - $52.8K
|
7.18K
$767K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
551+ 22.38% |
$47.7K - $52.7K
|
3.01K
$322K
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
543+ 6.13% |
$47.1K - $51.9K
|
9.4K
$1M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
542+ 34.74% |
$47K - $51.8K
|
2.1K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
539+ 15.01% |
$46.7K - $51.5K
|
4.13K
$441K
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
525+ 12.9% |
$45.5K - $50.2K
|
4.59K
$491K
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
522+ 21.92% |
$45.2K - $49.9K
|
2.9K
$310K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
514+ 8.43% |
$44.5K - $49.1K
|
6.61K
$706K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
512+ 0.71% |
$44.4K - $48.9K
|
72.3K
$7.72M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
511+ 5.98% |
$44.3K - $48.8K
|
9.05K
$967K
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
510+ 13.52% |
$44.2K - $48.7K
|
4.28K
$457K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
507+ 7.73% |
$43.9K - $48.4K
|
7.06K
$754K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
507New |
$43.9K - $48.4K
|
507
$54.2K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
507+ 18.81% |
$43.9K - $48.4K
|
3.2K
$342K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
497+ 7.93% |
$43.1K - $47.5K
|
6.76K
$722K
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
495+ 0.03% |
$42.9K - $47.3K
|
1.43M
$152M
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
486+ 2.04% |
$42.1K - $46.4K
|
24.3K
$2.6M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
483+ 7.64% |
$41.9K - $46.2K
|
6.81K
$727K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
481+ 17.57% |
$41.7K - $46K
|
3.22K
$344K
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
480+ 3.22% |
$41.6K - $45.9K
|
15.4K
$1.64M
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
480+ 5.53% |
$41.6K - $45.9K
|
9.16K
$979K
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
480+ 1.67% |
$41.6K - $45.9K
|
29.2K
$3.12M
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
477+ 0.07% |
$41.3K - $45.6K
|
646K
$69M
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
475+ 4.03% |
$41.2K - $45.4K
|
12.3K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
474+ 12.2% |
$41.1K - $45.3K
|
4.36K
$466K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
472+ 4.61% |
$40.9K - $45.1K
|
10.7K
$1.14M
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
465+ 1.77% |
$40.3K - $44.4K
|
26.7K
$2.86M
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
459+ 1.84% |
$39.8K - $43.9K
|
25.4K
$2.71M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
458+ 9.78% |
$39.7K - $43.8K
|
5.14K
$549K
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
450+ 1.13% |
$39K - $43K
|
40.3K
$4.3M
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
439+ 4.67% |
$38K - $42K
|
9.84K
$1.05M
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
438+ 19.17% |
$38K - $41.9K
|
2.72K
$291K
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
438+ 3.42% |
$38K - $41.9K
|
13.3K
$1.42M
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
435+ 15.77% |
$37.7K - $41.6K
|
3.19K
$341K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
433+ 4.96% |
$37.5K - $41.4K
|
9.16K
$978K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
432+ 5.43% |
$37.4K - $41.3K
|
8.39K
$896K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
431+ 17.97% |
$37.3K - $41.2K
|
2.83K
$302K
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
427+ 1.51% |
$37K - $40.8K
|
28.8K
$3.07M
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
426+ 1.56% |
$36.9K - $40.7K
|
27.8K
$2.97M
|