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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
421+ 0.67% |
$36.5K - $40.2K
|
63.6K
$6.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
419+ 6.79% |
$36.3K - $40K
|
6.59K
$704K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
414+ 2.52% |
$35.9K - $39.6K
|
16.9K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
413+ 10.42% |
$35.8K - $39.5K
|
4.38K
$468K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
402+ 9.86% |
$34.8K - $38.4K
|
4.48K
$478K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
401+ 0.66% |
$34.7K - $38.3K
|
61.3K
$6.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
400+ 1.58% |
$34.7K - $38.2K
|
25.7K
$2.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
400+ 23.22% |
$34.7K - $38.2K
|
2.12K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
399+ 195.59% |
$34.6K - $38.1K
|
603
$64.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
397+ 7.33% |
$34.4K - $37.9K
|
5.81K
$621K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
386+ 8.46% |
$33.4K - $36.9K
|
4.95K
$528K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
382+ 3.82% |
$33.1K - $36.5K
|
10.4K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
381+ 2.86% |
$33K - $36.4K
|
13.7K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
370+ 1.52% |
$32.1K - $35.4K
|
24.8K
$2.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
369+ 11.24% |
$32K - $35.3K
|
3.65K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
369+ 2.72% |
$32K - $35.3K
|
14K
$1.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
368+ 7.93% |
$31.9K - $35.2K
|
5.01K
$535K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
365+ 3.01% |
$31.6K - $34.9K
|
12.5K
$1.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
362+ 6.09% |
$31.4K - $34.6K
|
6.31K
$674K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
358+ 4.52% |
$31K - $34.2K
|
8.28K
$884K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
358+ 1.68% |
$31K - $34.2K
|
21.7K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
357+ 8.79% |
$30.9K - $34.1K
|
4.42K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
356+ 7.35% |
$30.8K - $34K
|
5.2K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
355+ 11.27% |
$30.8K - $33.9K
|
3.51K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
353+ 0.95% |
$30.6K - $33.7K
|
37.6K
$4.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
352+ 24.19% |
$30.5K - $33.6K
|
1.81K
$193K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
351+ 5.8% |
$30.4K - $33.5K
|
6.4K
$684K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
350+ 3.2% |
$30.3K - $33.4K
|
11.3K
$1.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
348+ 7.01% |
$30.2K - $33.3K
|
5.31K
$568K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
347+ 5.15% |
$30.1K - $33.2K
|
7.08K
$757K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
344+ 2.99% |
$29.8K - $32.9K
|
11.9K
$1.27M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
341+ 2.78% |
$29.5K - $32.6K
|
12.6K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
339+ 6.87% |
$29.4K - $32.4K
|
5.27K
$563K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
337+ 15.31% |
$29.2K - $32.2K
|
2.54K
$271K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
333+ 10.86% |
$28.9K - $31.8K
|
3.4K
$363K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
332+ 2.89% |
$28.8K - $31.7K
|
11.8K
$1.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
331+ 9.72% |
$28.7K - $31.6K
|
3.74K
$399K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
329+ 6.47% |
$28.5K - $31.4K
|
5.41K
$578K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
326+ 0.63% |
$28.2K - $31.2K
|
51.7K
$5.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
325+ 8.09% |
$28.2K - $31.1K
|
4.34K
$464K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
325+ 1.52% |
$28.2K - $31.1K
|
21.7K
$2.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
323New |
$28K - $30.9K
|
323
$34.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
314+ 11.57% |
$27.2K - $30K
|
3.03K
$323K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
313+ 0.98% |
$27.1K - $29.9K
|
32.1K
$3.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
306+ 6.78% |
$26.5K - $29.2K
|
4.82K
$515K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
302+ 1.02% |
$26.2K - $28.9K
|
30K
$3.2M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
300+ 8.55% |
$26K - $28.7K
|
3.81K
$407K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
300+ 20.82% |
$26K - $28.7K
|
1.74K
$186K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
296+ 0.67% |
$25.6K - $28.3K
|
44.6K
$4.76M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
294+ 7.62% |
$25.5K - $28.1K
|
4.15K
$443K
|