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
|
Hartford Financial Management Inc.
|
SELL
|
- |
-69- 0.37% |
$5.98K - $6.59K
|
18.5K
$1.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-74- 1.84% |
$6.41K - $7.07K
|
3.96K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-74- 2.12% |
$6.41K - $7.07K
|
3.42K
$366K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-75- 1.4% |
$6.5K - $7.17K
|
5.27K
$563K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 1.08% |
$6.5K - $7.17K
|
6.89K
$736K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-77- 2.49% |
$6.67K - $7.36K
|
3.01K
$322K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-78- 0.15% |
$6.76K - $7.45K
|
52.4K
$5.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-80- 0.78% |
$6.93K - $7.64K
|
10.2K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-81- 3.1% |
$7.02K - $7.74K
|
2.53K
$270K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-82- 0.32% |
$7.11K - $7.84K
|
25.7K
$2.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-86- 0.13% |
$7.45K - $8.22K
|
67.3K
$7.19M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-87- 1.09% |
$7.54K - $8.31K
|
7.88K
$842K
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-90- 1.97% |
$7.8K - $8.6K
|
4.47K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-90- 1.02% |
$7.8K - $8.6K
|
8.73K
$932K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-91- 0.81% |
$7.89K - $8.7K
|
11.1K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-94- 1.27% |
$8.15K - $8.98K
|
7.3K
$780K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-95- 1.64% |
$8.23K - $9.08K
|
5.71K
$610K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-97- 2.88% |
$8.41K - $9.27K
|
3.28K
$350K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-100- 1.47% |
$8.67K - $9.56K
|
6.69K
$715K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-100- 1.54% |
$8.67K - $9.56K
|
6.39K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-101- 5.67% |
$8.75K - $9.65K
|
1.68K
$180K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-102- 1.53% |
$8.84K - $9.75K
|
6.54K
$699K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-102- 4.91% |
$8.84K - $9.75K
|
1.98K
$211K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-104- 0.52% |
$9.01K - $9.94K
|
19.7K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-104- 6.06% |
$9.01K - $9.94K
|
1.61K
$172K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-105- 4.11% |
$9.1K - $10K
|
2.45K
$262K
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-105- 10.46% |
$9.1K - $10K
|
899
$96K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-107- 0.51% |
$9.27K - $10.2K
|
21K
$2.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-108- 0.07% |
$9.36K - $10.3K
|
162K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-108- 3.14% |
$9.36K - $10.3K
|
3.33K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-109- 0.34% |
$9.44K - $10.4K
|
32K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-112- 1.06% |
$9.7K - $10.7K
|
10.5K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-115- 1.49% |
$9.96K - $11K
|
7.61K
$813K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-116- 2.32% |
$10.1K - $11.1K
|
4.88K
$521K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-117- 1.79% |
$10.1K - $11.2K
|
6.41K
$684K
|
|
|
Nov 07, 2023
Q3 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-117- 0.54% |
$10.1K - $11.2K
|
21.7K
$2.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-119- 2.49% |
$10.3K - $11.4K
|
4.65K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-119- 2.98% |
$10.3K - $11.4K
|
3.88K
$414K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-120- 1.37% |
$10.4K - $11.5K
|
8.65K
$923K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 0.52% |
$10.4K - $11.5K
|
22.8K
$2.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-121- 1.52% |
$10.5K - $11.6K
|
7.83K
$837K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-124- 4.29% |
$10.7K - $11.8K
|
2.77K
$296K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-126- 1.98% |
$10.9K - $12K
|
6.25K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-126- 2.26% |
$10.9K - $12K
|
5.45K
$582K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-128- 3.93% |
$11.1K - $12.2K
|
3.13K
$334K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-128- 2.75% |
$11.1K - $12.2K
|
4.53K
$484K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-128- 6.74% |
$11.1K - $12.2K
|
1.77K
$189K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-129- 1.84% |
$11.2K - $12.3K
|
6.87K
$734K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-130- 1.47% |
$11.3K - $12.4K
|
8.69K
$928K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-130- 1.06% |
$11.3K - $12.4K
|
12.2K
$1.3M
|