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
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$86.7 - $95.6
|
4.44K
$481K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.12% |
$86.7 - $95.6
|
820
$88.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.16% |
$86.7 - $95.6
|
624
$67.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$86.7 - $95.6
|
2.58K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.45% |
$86.7 - $95.6
|
70
$7.58K
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1+ 0.04% |
$86.7 - $95.6
|
2.35K
$255K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$86.7 - $95.6
|
3.78K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$86.7 - $95.6
|
4.86K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.11% |
$86.7 - $95.6
|
91
$9.85K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.02% |
$86.7 - $95.6
|
6.39K
$692K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$86.7 - $95.6
|
2.84K
$308K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.33% |
$86.7 - $95.6
|
300
$32.5K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.11% |
$173 - $191
|
1.81K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2- 0.04% |
$173 - $191
|
5.55K
$601K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.24% |
$260 - $287
|
1.22K
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 0.52% |
$260 - $287
|
579
$62.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4- 0.1% |
$347 - $382
|
3.94K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.22% |
$433 - $478
|
2.27K
$246K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-6- 0.22% |
$520 - $573
|
2.78K
$301K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-9- 3.61% |
$780 - $860
|
240
$26K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-9- 0.47% |
$780 - $860
|
1.9K
$206K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9- 0.15% |
$780 - $860
|
5.94K
$643K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-11- 0.78% |
$953 - $1.05K
|
1.4K
$152K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12- 0.36% |
$1.04K - $1.15K
|
3.33K
$361K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 0.07% |
$1.04K - $1.15K
|
18.2K
$1.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-12- 0.4% |
$1.04K - $1.15K
|
2.99K
$323K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-13- 0.41% |
$1.13K - $1.24K
|
3.17K
$343K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 3.15% |
$1.21K - $1.34K
|
431
$46.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-14- 0.07% |
$1.21K - $1.34K
|
21.4K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-15- 0.27% |
$1.3K - $1.43K
|
5.59K
$605K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-15- 0.71% |
$1.3K - $1.43K
|
2.1K
$227K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-16- 0.67% |
$1.39K - $1.53K
|
2.38K
$257K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-17- 0.34% |
$1.47K - $1.62K
|
5.05K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-17- 0.12% |
$1.47K - $1.62K
|
13.9K
$1.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-18- 0.72% |
$1.56K - $1.72K
|
2.47K
$268K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-18- 0.07% |
$1.56K - $1.72K
|
24.4K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 5.31% |
$1.56K - $1.72K
|
321
$34.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-19- 1.62% |
$1.65K - $1.82K
|
1.15K
$125K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-20- 0.25% |
$1.73K - $1.91K
|
7.95K
$860K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-22- 0.25% |
$1.91K - $2.1K
|
8.71K
$943K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-23- 0.96% |
$1.99K - $2.2K
|
2.38K
$258K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-23- 7.21% |
$1.99K - $2.2K
|
296
$32K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-23- 1.07% |
$1.99K - $2.2K
|
2.13K
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-23- 0.37% |
$1.99K - $2.2K
|
6.26K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-23- 3.77% |
$1.99K - $2.2K
|
587
$63.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-25- 0.21% |
$2.17K - $2.39K
|
11.9K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-25- 0.64% |
$2.17K - $2.39K
|
3.91K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.52% |
$2.17K - $2.39K
|
4.76K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-25- 0.74% |
$2.17K - $2.39K
|
3.35K
$362K
|