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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-137- 0.51% |
$11.9K - $13.1K
|
26.9K
$2.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-139- 1.09% |
$12K - $13.3K
|
12.6K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-139- 11.05% |
$12K - $13.3K
|
1.12K
$120K
|
|
|
Oct 13, 2023
Q3 2023
|
Nepsis Inc.
|
SELL
|
- |
-142- 0.8% |
$12.3K - $13.6K
|
17.6K
$1.88M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-144- 3.91% |
$12.5K - $13.8K
|
3.54K
$378K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-144- 5.45% |
$12.5K - $13.8K
|
2.5K
$267K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-144- 3.93% |
$12.5K - $13.8K
|
3.52K
$376K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-146- 0.66% |
$12.7K - $14K
|
22K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-148- 1.15% |
$12.8K - $14.1K
|
12.7K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-150- 1.09% |
$13K - $14.3K
|
13.6K
$1.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-150- 0.61% |
$13K - $14.3K
|
24.6K
$2.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-151- 16.05% |
$13.1K - $14.4K
|
790
$84.4K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-152- 12.08% |
$13.2K - $14.5K
|
1.11K
$118K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-158- 1.37% |
$13.7K - $15.1K
|
11.4K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-161- 1.65% |
$14K - $15.4K
|
9.58K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-162- 8.19% |
$14K - $15.5K
|
1.82K
$194K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-163- 2.36% |
$14.1K - $15.6K
|
6.73K
$719K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-163- 1.36% |
$14.1K - $15.6K
|
11.8K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-164- 2.66% |
$14.2K - $15.7K
|
6K
$641K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-166- 5.29% |
$14.4K - $15.9K
|
2.97K
$318K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-167- 12.8% |
$14.5K - $16K
|
1.14K
$122K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-171- 4.6% |
$14.8K - $16.3K
|
3.54K
$378K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-171- 2.04% |
$14.8K - $16.3K
|
8.21K
$877K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-175- 3.7% |
$15.2K - $16.7K
|
4.56K
$487K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-176- 0.42% |
$15.3K - $16.8K
|
41.5K
$4.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-176- 2.91% |
$15.3K - $16.8K
|
5.88K
$628K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-177- 3.94% |
$15.3K - $16.9K
|
4.32K
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-179- 1.02% |
$15.5K - $17.1K
|
17.4K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-179- 2.7% |
$15.5K - $17.1K
|
6.44K
$688K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-183- 6.51% |
$15.9K - $17.5K
|
2.63K
$281K
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-184- 2.4% |
$15.9K - $17.6K
|
7.48K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-186- 4.9% |
$16.1K - $17.8K
|
3.61K
$386K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-191- 37.97% |
$16.6K - $18.3K
|
312
$33.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-192- 1.18% |
$16.6K - $18.3K
|
16K
$1.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-192- 5.45% |
$16.6K - $18.3K
|
3.33K
$356K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-193- 98.97% |
$16.7K - $18.4K
|
2
$214
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-196- 1.38% |
$17K - $18.7K
|
14K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-196- 6.33% |
$17K - $18.7K
|
2.9K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 1.03% |
$17.3K - $19.1K
|
19.2K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 1.1% |
$17.3K - $19.1K
|
18K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 40.32% |
$17.3K - $19.1K
|
296
$31.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-201- 0.66% |
$17.4K - $19.2K
|
30K
$3.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-204- 0.12% |
$17.7K - $19.5K
|
177K
$18.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-211- 1.45% |
$18.3K - $20.2K
|
14.4K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-215- 2.75% |
$18.6K - $20.5K
|
7.61K
$813K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-218- 1.84% |
$18.9K - $20.8K
|
11.7K
$1.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-220- 71.43% |
$19.1K - $21K
|
88
$9.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-225- 3.48% |
$19.5K - $21.5K
|
6.25K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-225- 4.2% |
$19.5K - $21.5K
|
5.13K
$548K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-225- 9.41% |
$19.5K - $21.5K
|
2.17K
$231K
|