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 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.66% |
$4.33K - $4.78K
|
7.64K
$816K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
50+ 1.08% |
$4.33K - $4.78K
|
4.66K
$498K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
49+ 0.19% |
$4.25K - $4.68K
|
26.1K
$2.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
48+ 0.73% |
$4.16K - $4.59K
|
6.58K
$703K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
47+ 1.67% |
$4.07K - $4.49K
|
2.87K
$306K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
42+ 0.83% |
$3.64K - $4.01K
|
5.11K
$546K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
42New |
$3.64K - $4.01K
|
42
$4.49K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
42+ 1.59% |
$3.64K - $4.01K
|
2.68K
$287K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
40+ 0.3% |
$3.47K - $3.82K
|
13.3K
$1.42M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
40+ 1.17% |
$3.47K - $3.82K
|
3.46K
$370K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
36+ 0.86% |
$3.12K - $3.44K
|
4.2K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 10.32% |
$3.03K - $3.34K
|
374
$39.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
34+ 1.09% |
$2.95K - $3.25K
|
3.16K
$338K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
33+ 1.03% |
$2.86K - $3.15K
|
3.24K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
33+ 1.14% |
$2.86K - $3.15K
|
2.92K
$312K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
31+ 0.52% |
$2.69K - $2.96K
|
6.02K
$643K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
31+ 1.17% |
$2.69K - $2.96K
|
2.68K
$286K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
30+ 0.55% |
$2.6K - $2.87K
|
5.53K
$591K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 21.64% |
$2.51K - $2.77K
|
163
$17.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
28+ 1.06% |
$2.43K - $2.68K
|
2.66K
$284K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
28+ 10.77% |
$2.43K - $2.68K
|
288
$30.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28+ 0.83% |
$2.43K - $2.68K
|
3.41K
$364K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
28New |
$2.43K - $2.68K
|
28
$2.99K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
25+ 0.07% |
$2.17K - $2.39K
|
37.7K
$4.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
25+ 0.68% |
$2.17K - $2.39K
|
3.7K
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
25+ 0.8% |
$2.17K - $2.39K
|
3.16K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23+ 1.06% |
$1.99K - $2.2K
|
2.2K
$235K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
22+ 0.98% |
$1.91K - $2.1K
|
2.27K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
21+ 0.35% |
$1.82K - $2.01K
|
5.97K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
21+ 0.36% |
$1.82K - $2.01K
|
5.9K
$630K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
20+ 0.87% |
$1.73K - $1.91K
|
2.31K
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
20New |
$1.73K - $1.91K
|
20
$2.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 0.64% |
$1.73K - $1.91K
|
3.13K
$335K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
19+ 0.08% |
$1.65K - $1.82K
|
24.7K
$2.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
19+ 0.19% |
$1.65K - $1.82K
|
9.92K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 2.1% |
$1.56K - $1.72K
|
875
$93.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
18New |
$1.56K - $1.72K
|
18
$1.92K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18+ 0.74% |
$1.56K - $1.72K
|
2.46K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.07% |
$1.56K - $1.72K
|
24.3K
$2.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
17+ 0.22% |
$1.47K - $1.62K
|
7.9K
$844K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
17+ 0.06% |
$1.47K - $1.62K
|
27.4K
$2.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
17+ 0.47% |
$1.47K - $1.62K
|
3.66K
$391K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
17+ 0.27% |
$1.47K - $1.62K
|
6.34K
$677K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 10.12% |
$1.47K - $1.62K
|
185
$19.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16New |
$1.39K - $1.53K
|
16
$1.71K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 1.89% |
$1.39K - $1.53K
|
862
$92.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15+ 0.44% |
$1.3K - $1.43K
|
3.42K
$365K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
15+ 2.27% |
$1.3K - $1.43K
|
676
$72.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.03% |
$1.3K - $1.43K
|
46.5K
$4.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
13+ 0.2% |
$1.13K - $1.24K
|
6.41K
$685K
|