Purchases and Sales Made in Q3 2023 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

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 19, 2023 Q3 2023
Ckw Financial Group

BUY
 -
288
New
$25K - $27.5K
288 $30.8K
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
288
+ 3.65%
$25K - $27.5K
8.18K $874K
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
287
+ 11.25%
$24.9K - $27.4K
2.84K $303K
Nov 06, 2023 Q3 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
283
+ 2.09%
$24.5K - $27K
13.8K $1.48M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
278
+ 9.43%
$24.1K - $26.6K
3.23K $344K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
276
+ 6.4%
$23.9K - $26.4K
4.59K $490K
Oct 13, 2023 Q3 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
275
+ 12.29%
$23.8K - $26.3K
2.51K $268K
Oct 16, 2023 Q3 2023
City State Bank

Norwalk, IA
BUY
 -
275
+ 16.41%
$23.8K - $26.3K
1.95K $208K
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
274
+ 6.91%
$23.7K - $26.2K
4.24K $453K
Oct 11, 2023 Q3 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
273
+ 1.88%
$23.7K - $26.1K
14.8K $1.58M
Oct 17, 2023 Q3 2023
Bellecapital International Ltd.

BUY
 -
267
+ 1.65%
$23.1K - $25.5K
16.5K $1.76M
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
266
+ 1.37%
$23K - $25.4K
19.6K $2.1M
Nov 14, 2023 Q3 2023
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
266
+ 0.22%
$23K - $25.4K
121K $12.9M
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
265
+ 3.23%
$23K - $25.3K
8.48K $906K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
263
+ 3.46%
$22.8K - $25.1K
7.87K $841K
Oct 12, 2023 Q3 2023
Bath Savings Trust CO

BUY
 -
261
+ 10.73%
$22.6K - $24.9K
2.69K $288K
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
260
+ 8.32%
$22.5K - $24.8K
3.39K $362K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
256
+ 3.24%
$22.2K - $24.5K
8.15K $870K
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

BUY
 -
252
+ 3.11%
$21.8K - $24.1K
8.36K $892K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
249
+ 4.02%
$21.6K - $23.8K
6.44K $688K
Nov 01, 2023 Q3 2023
Regions Financial Corp

BUY
 -
248
+ 0.55%
$21.5K - $23.7K
45.5K $4.86M
Oct 12, 2023 Q3 2023
Paradigm Financial Partners, LLC

BUY
 -
245
+ 1.47%
$21.2K - $23.4K
16.9K $1.8M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
245
+ 1.3%
$21.2K - $23.4K
19.1K $2.04M
Nov 13, 2023 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
245
+ 0.44%
$21.2K - $23.4K
56.2K $6M
Nov 13, 2024 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
245
+ 0.44%
$21.2K - $23.4K
56.2K $6M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
239
+ 2.36%
$20.7K - $22.8K
10.4K $1.11M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
236
New
$20.4K - $22.6K
236 $25.2K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
236
+ 2.92%
$20.4K - $22.6K
8.33K $889K
Nov 02, 2023 Q3 2023
Millburn Ridgefield Corp

BUY
 -
234
New
$20.3K - $22.4K
234 $25K
Nov 09, 2023 Q3 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
234
New
$20.3K - $22.4K
234 $25K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
233
+ 1.09%
$20.2K - $22.3K
21.7K $2.32M
Oct 10, 2023 Q3 2023
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
231
+ 1.29%
$20K - $22.1K
18.1K $1.93M
Oct 19, 2023 Q3 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
230
+ 2.7%
$19.9K - $22K
8.76K $935K
Nov 14, 2023 Q3 2023
Elequin Capital LP

New York, NY
BUY
 -
230
+ 196.58%
$19.9K - $22K
347 $37.1K
Nov 14, 2023 Q3 2023
Harvest Portfolios Group Inc.

Oakville, A6
BUY
 -
230
+ 0.52%
$19.9K - $22K
44.4K $4.75M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
229
+ 0.14%
$19.8K - $21.9K
163K $17.4M
Nov 03, 2023 Q3 2023
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
228
+ 0.82%
$19.8K - $21.8K
28K $2.99M
Nov 02, 2023 Q3 2023
Platinum Investment Management LTD

Sydney Australia 2000, C3
BUY
 -
227
New
$19.7K - $21.7K
227 $24.2K
Nov 06, 2023 Q3 2023
Wambolt & Associates, LLC

BUY
 -
219
+ 1.97%
$19K - $20.9K
11.3K $1.21M
Nov 03, 2023 Q3 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
217
+ 9.95%
$18.8K - $20.7K
2.4K $256K
Oct 16, 2023 Q3 2023
Ziegler Capital Management, LLC

BUY
 -
216
+ 1.19%
$18.7K - $20.6K
18.3K $1.96M
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
212
+ 8.46%
$18.4K - $20.3K
2.72K $290K
Jan 26, 2024 Q3 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
212
+ 5.65%
$18.4K - $20.3K
3.96K $423K
Oct 26, 2023 Q3 2023
Western Pacific Wealth Management, LP

BUY
 -
211
+ 14.47%
$18.3K - $20.2K
1.67K $178K
Nov 03, 2023 Q3 2023
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
209
+ 6.65%
$18.1K - $20K
3.35K $358K
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
208
+ 0.07%
$18K - $19.9K
287K $30.6M
Oct 30, 2023 Q3 2023
Carmichael Hill & Associates, Inc.

BUY
 -
207
+ 4.49%
$17.9K - $19.8K
4.82K $515K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
207
+ 2.11%
$17.9K - $19.8K
10K $1.07M
Oct 10, 2023 Q3 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
205
+ 3.29%
$17.8K - $19.6K
6.44K $688K

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