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 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-28- 8.97% |
$2.43K - $2.68K
|
284
$30.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-28- 0.81% |
$2.43K - $2.68K
|
3.42K
$366K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-32- 1.32% |
$2.77K - $3.06K
|
2.39K
$255K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-33- 1.31% |
$2.86K - $3.15K
|
2.48K
$265K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-33- 0.68% |
$2.86K - $3.15K
|
4.83K
$516K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-33- 0.81% |
$2.86K - $3.15K
|
4.05K
$433K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-33- 9.27% |
$2.86K - $3.15K
|
323
$34.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-33- 1.23% |
$2.86K - $3.15K
|
2.66K
$284K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-33- 6.19% |
$2.86K - $3.15K
|
500
$53.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-35- 0.39% |
$3.03K - $3.34K
|
9.04K
$965K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-35- 0.75% |
$3.03K - $3.34K
|
4.63K
$495K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-35- 15.15% |
$3.03K - $3.34K
|
196
$20.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-35- 2.72% |
$3.03K - $3.34K
|
1.25K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-35- 0.52% |
$3.03K - $3.34K
|
6.71K
$716K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-36- 1.05% |
$3.12K - $3.44K
|
3.4K
$363K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-36- 0.29% |
$3.12K - $3.44K
|
12.3K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-36- 1.37% |
$3.12K - $3.44K
|
2.59K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-38- 0.49% |
$3.29K - $3.63K
|
7.75K
$828K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-39- 0.69% |
$3.38K - $3.73K
|
5.59K
$597K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-40- 0.38% |
$3.47K - $3.82K
|
10.5K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-40- 1.71% |
$3.47K - $3.82K
|
2.31K
$246K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-41- 1.09% |
$3.55K - $3.92K
|
3.71K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-41- 0.67% |
$3.55K - $3.92K
|
6.04K
$645K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-42- 0.48% |
$3.64K - $4.01K
|
8.66K
$925K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-42- 0.4% |
$3.64K - $4.01K
|
10.5K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-43- 4.2% |
$3.73K - $4.11K
|
980
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-43- 0.19% |
$3.73K - $4.11K
|
22.5K
$2.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-45- 0.79% |
$3.9K - $4.3K
|
5.64K
$603K
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-45- 1.29% |
$3.9K - $4.3K
|
3.44K
$367K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-46- 0.77% |
$3.99K - $4.4K
|
5.95K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-48- 0.23% |
$4.16K - $4.59K
|
20.8K
$2.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-49- 0.25% |
$4.25K - $4.68K
|
19.6K
$2.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-51- 2.08% |
$4.42K - $4.87K
|
2.4K
$257K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-52- 4.47% |
$4.51K - $4.97K
|
1.11K
$119K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-54- 0.43% |
$4.68K - $5.16K
|
12.6K
$1.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-55- 0.5% |
$4.77K - $5.26K
|
11K
$1.17M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-56- 0.48% |
$4.85K - $5.35K
|
11.6K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-57- 3.48% |
$4.94K - $5.45K
|
1.58K
$169K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-60- 4.09% |
$5.2K - $5.73K
|
1.41K
$150K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-62- 0.07% |
$5.37K - $5.92K
|
85.6K
$9.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-62- 2.9% |
$5.37K - $5.92K
|
2.08K
$222K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-62- 0.02% |
$5.37K - $5.92K
|
368K
$39.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-63- 0.53% |
$5.46K - $6.02K
|
11.8K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-65- 0.38% |
$5.63K - $6.21K
|
16.9K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-65- 0.31% |
$5.63K - $6.21K
|
21.2K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-65- 0.14% |
$5.63K - $6.21K
|
45.5K
$4.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-66- 0.93% |
$5.72K - $6.31K
|
7.03K
$751K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-66- 0.94% |
$5.72K - $6.31K
|
6.95K
$743K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-67- 35.26% |
$5.81K - $6.4K
|
123
$13.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-68- 5.23% |
$5.89K - $6.5K
|
1.23K
$132K
|