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 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
108+ 4.43% |
$9.36K - $10.3K
|
2.55K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
107New |
$9.27K - $10.2K
|
107
$11.4K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
106+ 1.61% |
$9.18K - $10.1K
|
6.67K
$713K
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
106+ 2.01% |
$9.18K - $10.1K
|
5.39K
$576K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
105+ 3.18% |
$9.1K - $10K
|
3.41K
$364K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
103+ 1.28% |
$8.92K - $9.84K
|
8.15K
$871K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
103+ 0.77% |
$8.92K - $9.84K
|
13.4K
$1.43M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
102+ 4.13% |
$8.84K - $9.75K
|
2.57K
$275K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
102+ 58.96% |
$8.84K - $9.75K
|
275
$29.4K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
100+ 38.46% |
$8.67K - $9.56K
|
360
$38.5K
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.21% |
$8.67K - $9.56K
|
47.8K
$5.11M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
100+ 2.62% |
$8.67K - $9.56K
|
3.92K
$418K
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
100+ 2.19% |
$8.67K - $9.56K
|
4.67K
$499K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
92+ 0.6% |
$7.97K - $8.79K
|
15.4K
$1.65M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
92+ 0.53% |
$7.97K - $8.79K
|
17.6K
$1.88M
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
90+ 0.98% |
$7.8K - $8.6K
|
9.29K
$992K
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
90+ 3.18% |
$7.8K - $8.6K
|
2.92K
$312K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
90+ 5.82% |
$7.8K - $8.6K
|
1.64K
$175K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
90+ 1.53% |
$7.8K - $8.6K
|
5.98K
$638K
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
86+ 0.99% |
$7.45K - $8.22K
|
8.79K
$939K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
85+ 1.63% |
$7.37K - $8.12K
|
5.3K
$566K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
85+ 7.29% |
$7.37K - $8.12K
|
1.25K
$134K
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
85+ 1.43% |
$7.37K - $8.12K
|
6.03K
$644K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
83+ 0.84% |
$7.19K - $7.93K
|
9.99K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
80+ 0.5% |
$6.93K - $7.64K
|
16.1K
$1.72M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
77New |
$6.67K - $7.36K
|
77
$8.22K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76+ 0.73% |
$6.59K - $7.26K
|
10.4K
$1.12M
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
76+ 2.38% |
$6.59K - $7.26K
|
3.27K
$349K
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
75+ 2.76% |
$6.5K - $7.17K
|
2.79K
$298K
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
73+ 1.11% |
$6.33K - $6.98K
|
6.67K
$712K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
71+ 1.87% |
$6.15K - $6.78K
|
3.87K
$413K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
69+ 0.87% |
$5.98K - $6.59K
|
8.01K
$856K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
68+ 1.06% |
$5.89K - $6.5K
|
6.51K
$695K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
68+ 0.94% |
$5.89K - $6.5K
|
7.32K
$781K
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
67+ 1.49% |
$5.81K - $6.4K
|
4.56K
$487K
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
66+ 0.99% |
$5.72K - $6.31K
|
6.71K
$716K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
65+ 46.76% |
$5.63K - $6.21K
|
204
$21.8K
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
63+ 1.59% |
$5.46K - $6.02K
|
4.02K
$429K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 3.62% |
$5.29K - $5.83K
|
1.75K
$186K
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
60+ 0.77% |
$5.2K - $5.73K
|
7.83K
$837K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 20.34% |
$5.2K - $5.73K
|
355
$37.9K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
59+ 1.35% |
$5.11K - $5.64K
|
4.43K
$473K
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
59+ 1.4% |
$5.11K - $5.64K
|
4.28K
$457K
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
57+ 0.45% |
$4.94K - $5.45K
|
12.8K
$1.37M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
57+ 0.45% |
$4.94K - $5.45K
|
12.8K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
54+ 0.02% |
$4.68K - $5.16K
|
216K
$23.1M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
53+ 0.32% |
$4.59K - $5.06K
|
16.7K
$1.78M
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
53+ 2.2% |
$4.59K - $5.06K
|
2.46K
$263K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
51+ 47.22% |
$4.42K - $4.87K
|
159
$17K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
51+ 0.66% |
$4.42K - $4.87K
|
7.78K
$831K
|