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
Nov 13, 2023 Q3 2023
Princeton Capital Management LLC

Red Bank, NJ
BUY
 -
201
+ 3.71%
$17.4K - $19.2K
5.61K $599K
Oct 19, 2023 Q3 2023
Blossom Wealth Management

BUY
 -
200
+ 8.08%
$17.3K - $19.1K
2.68K $286K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
200
+ 0.15%
$17.3K - $19.1K
133K $14.2M
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
195
+ 1.26%
$16.9K - $18.6K
15.7K $1.68M
Nov 03, 2023 Q3 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
193
New
$16.7K - $18.4K
193 $20.6K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
188
+ 49.09%
$16.3K - $18K
571 $61K
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
188
+ 1.33%
$16.3K - $18K
14.3K $1.53M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
184
+ 6.23%
$15.9K - $17.6K
3.14K $335K
Oct 24, 2023 Q3 2023
Apexium Financial, LP

BUY
 -
181
+ 3.69%
$15.7K - $17.3K
5.08K $543K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
180
New
$15.6K - $17.2K
180 $19.2K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
171
+ 1.86%
$14.8K - $16.3K
9.34K $998K
Nov 14, 2023 Q3 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
171
+ 0.64%
$14.8K - $16.3K
26.8K $2.86M
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
170
+ 3.78%
$14.7K - $16.2K
4.67K $498K
Nov 03, 2023 Q3 2023
Delta Financial Advisors LLC

BUY
 -
167
+ 1.71%
$14.5K - $16K
9.91K $1.06M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
165
+ 0.32%
$14.3K - $15.8K
51.2K $5.46M
Oct 26, 2023 Q3 2023
Absher Wealth Management, LLC

BUY
 -
164
+ 6.99%
$14.2K - $15.7K
2.51K $268K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
160
+ 2.8%
$13.9K - $15.3K
5.87K $627K
Oct 26, 2023 Q3 2023
Conning Inc.

BUY
 -
160
+ 3.35%
$13.9K - $15.3K
4.94K $527K
Nov 13, 2023 Q3 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
160
+ 1.12%
$13.9K - $15.3K
14.4K $1.54M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
159
+ 3.81%
$13.8K - $15.2K
4.33K $462K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
159
New
$13.8K - $15.2K
159 $17K
Oct 24, 2023 Q3 2023
Segment Wealth Management, LLC

BUY
 -
156
+ 1.98%
$13.5K - $14.9K
8.05K $860K
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
153
+ 2.24%
$13.3K - $14.6K
6.99K $747K
Nov 03, 2023 Q3 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
152
+ 2.74%
$13.2K - $14.5K
5.7K $609K
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
150
+ 6.16%
$13K - $14.3K
2.59K $276K
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
150
+ 2.66%
$13K - $14.3K
5.79K $618K
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
145
+ 3.5%
$12.6K - $13.9K
4.29K $458K
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
144
New
$12.5K - $13.8K
144 $15.4K
Oct 26, 2023 Q3 2023
Gratus Capital LLC

BUY
 -
143
+ 0.1%
$12.4K - $13.7K
147K $15.7M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
143
+ 5.56%
$12.4K - $13.7K
2.72K $290K
Oct 13, 2023 Q3 2023
Gilman Hill Asset Management, LLC

BUY
 -
138
+ 5.09%
$12K - $13.2K
2.85K $304K
Oct 16, 2023 Q3 2023
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
138
+ 1.96%
$12K - $13.2K
7.17K $765K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
138
+ 2.66%
$12K - $13.2K
5.33K $569K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
133
+ 1.85%
$11.5K - $12.7K
7.31K $781K
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
133
+ 1.5%
$11.5K - $12.7K
8.98K $959K
Nov 06, 2023 Q3 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
132
+ 0.88%
$11.4K - $12.6K
15.2K $1.62M
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
131
+ 4.82%
$11.4K - $12.5K
2.85K $304K
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
131
+ 5.11%
$11.4K - $12.5K
2.7K $288K
Nov 07, 2023 Q3 2023
Pinnacle West Asset Management, Inc.

Casper, WY
BUY
 -
125
+ 3.11%
$10.8K - $11.9K
4.15K $443K
Oct 13, 2023 Q3 2023
S.A. Mason LLC

BUY
 -
124
+ 11.49%
$10.7K - $11.8K
1.2K $128K
Nov 13, 2023 Q3 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
121
+ 4.91%
$10.5K - $11.6K
2.58K $276K
Nov 14, 2023 Q3 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
121
+ 0.97%
$10.5K - $11.6K
12.7K $1.35M
Nov 14, 2023 Q3 2023
Garner Asset Management Corp

BUY
 -
119
+ 2.75%
$10.3K - $11.4K
4.45K $475K
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
114
+ 3.58%
$9.88K - $10.9K
3.29K $352K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
114
+ 0.6%
$9.88K - $10.9K
19K $2.03M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
112
+ 0.47%
$9.7K - $10.7K
23.9K $2.56M
Oct 23, 2023 Q3 2023
Arbor Investment Advisors, LLC

BUY
 -
111
+ 1.02%
$9.62K - $10.6K
11K $1.17M
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
110
+ 28.06%
$9.53K - $10.5K
502 $53.6K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
109
+ 209.62%
$9.44K - $10.4K
161 $17.2K

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