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 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-227- 14.25% |
$19.7K - $21.7K
|
1.37K
$146K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-233- 2.08% |
$20.2K - $22.3K
|
11K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-235- 7.83% |
$20.4K - $22.5K
|
2.77K
$295K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-242- 2.1% |
$21K - $23.1K
|
11.3K
$1.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-245- 3.09% |
$21.2K - $23.4K
|
7.68K
$820K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-245- 3.99% |
$21.2K - $23.4K
|
5.89K
$629K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-246- 3.77% |
$21.3K - $23.5K
|
6.28K
$671K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-247- 0.82% |
$21.4K - $23.6K
|
29.7K
$3.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-247- 1.68% |
$21.4K - $23.6K
|
14.5K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-249- 1.43% |
$21.6K - $23.8K
|
17.1K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250- 7.14% |
$21.7K - $23.9K
|
3.25K
$347K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-250- 6.57% |
$21.7K - $23.9K
|
3.56K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-250- 2.45% |
$21.7K - $23.9K
|
9.97K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-273- 5.56% |
$23.7K - $26.1K
|
4.63K
$495K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-275- 5.38% |
$23.8K - $26.3K
|
4.84K
$516K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-275- 4.12% |
$23.8K - $26.3K
|
6.4K
$683K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-283- 1.99% |
$24.5K - $27K
|
13.9K
$1.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-283- 4.92% |
$24.5K - $27K
|
5.47K
$584K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-285- 5.88% |
$24.7K - $27.2K
|
4.56K
$487K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-289- 7.18% |
$25K - $27.6K
|
3.73K
$399K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-289- 9.6% |
$25K - $27.6K
|
2.72K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-289- 0.46% |
$25K - $27.6K
|
62.9K
$6.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-292- 3.21% |
$25.3K - $27.9K
|
8.79K
$939K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-293- 5.63% |
$25.4K - $28K
|
4.91K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-293- 2.8% |
$25.4K - $28K
|
10.2K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-294- 7.33% |
$25.5K - $28.1K
|
3.72K
$397K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-295- 7.26% |
$25.6K - $28.2K
|
3.77K
$402K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-297- 0.41% |
$25.7K - $28.4K
|
72.9K
$7.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-298- 10.93% |
$25.8K - $28.5K
|
2.43K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-300- 1.48% |
$26K - $28.7K
|
20K
$2.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-300- 0.58% |
$26K - $28.7K
|
51.8K
$5.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-300- 6.84% |
$26K - $28.7K
|
4.08K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-309- 31.92% |
$26.8K - $29.5K
|
659
$70.4K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-309- 31.92% |
$26.8K - $29.5K
|
659
$70.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-310- 2.08% |
$26.9K - $29.6K
|
14.6K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-316- 2.84% |
$27.4K - $30.2K
|
10.8K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-317- 4.2% |
$27.5K - $30.3K
|
7.24K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-321- 9.16% |
$27.8K - $30.7K
|
3.19K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-325- 3.05% |
$28.2K - $31.1K
|
10.3K
$1.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-325- 12.31% |
$28.2K - $31.1K
|
2.32K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-327- 29.02% |
$28.3K - $31.2K
|
800
$85.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-328- 2.11% |
$28.4K - $31.3K
|
15.2K
$1.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-329- 24.77% |
$28.5K - $31.4K
|
999
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-329- 1.72% |
$28.5K - $31.4K
|
18.8K
$2.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-331- 6.63% |
$28.7K - $31.6K
|
4.66K
$498K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-333- 4.42% |
$28.9K - $31.8K
|
7.21K
$770K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-336- 2.19% |
$29.1K - $32.1K
|
15K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-338- 0.96% |
$29.3K - $32.3K
|
35K
$3.73M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-348- 6.77% |
$30.2K - $33.3K
|
4.79K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-358- 1.99% |
$31K - $34.2K
|
17.7K
$1.89M
|