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 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12+ 0.15% |
$1.04K - $1.15K
|
8.03K
$858K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12+ 0.42% |
$1.04K - $1.15K
|
2.9K
$309K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
11+ 0.28% |
$953 - $1.05K
|
3.95K
$422K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11+ 1.79% |
$953 - $1.05K
|
627
$67K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
11+ 0.11% |
$953 - $1.05K
|
10.2K
$1.08M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 1.96% |
$953 - $1.05K
|
572
$61.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 0.87% |
$867 - $956
|
1.16K
$124K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.22% |
$867 - $956
|
4.6K
$492K
|
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
10+ 0.04% |
$867 - $956
|
25.7K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
10+ 0.24% |
$867 - $956
|
4.13K
$441K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
9+ 0.04% |
$780 - $860
|
25.1K
$2.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
9+ 1.53% |
$780 - $860
|
598
$63.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9+ 0.1% |
$780 - $860
|
9.17K
$980K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
9+ 0.15% |
$780 - $860
|
5.95K
$635K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8+ 0.3% |
$693 - $764
|
2.71K
$290K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8+ 0.72% |
$693 - $764
|
1.12K
$119K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8+ 0.21% |
$693 - $764
|
3.77K
$403K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.12% |
$693 - $764
|
6.52K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8New |
$693 - $764
|
8
$854
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 0.78% |
$693 - $764
|
1.03K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
7+ 0.13% |
$607 - $669
|
5.61K
$599K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.21% |
$520 - $573
|
2.9K
$310K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6+ 9.84% |
$520 - $573
|
67
$7.16K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6+ 0.14% |
$520 - $573
|
4.41K
$471K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 2.72% |
$433 - $478
|
189
$20.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
5+ 0.09% |
$433 - $478
|
5.34K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.2% |
$433 - $478
|
2.48K
$265K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.35% |
$347 - $382
|
1.15K
$123K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.99% |
$347 - $382
|
408
$43.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.07% |
$347 - $382
|
5.43K
$580K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.09% |
$260 - $287
|
3.22K
$344K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.09% |
$260 - $287
|
3.42K
$365K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3+ 0.11% |
$260 - $287
|
2.84K
$303K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.61% |
$260 - $287
|
496
$53K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3New |
$260 - $287
|
3
$320
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.11% |
$260 - $287
|
2.66K
$284K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.05% |
$173 - $191
|
4.34K
$463K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$173 - $191
|
2.99K
$319K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 1.08% |
$173 - $191
|
188
$20.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2+ 0.03% |
$173 - $191
|
6.12K
$653K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2+ 0.06% |
$173 - $191
|
3.1K
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.26% |
$173 - $191
|
771
$82.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.21% |
$173 - $191
|
968
$103K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.5% |
$86.7 - $95.6
|
200
$21.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.76% |
$86.7 - $95.6
|
132
$14.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.36% |
$86.7 - $95.6
|
282
$30.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1+ 0.04% |
$86.7 - $95.6
|
2.46K
$263K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.14% |
$86.7 - $95.6
|
734
$78.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$86.7 - $95.6
|
6.24K
$667K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$86.7 - $95.6
|
3.51K
$375K
|