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 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-365- 2.75% |
$31.6K - $34.9K
|
12.9K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-373- 11.14% |
$32.3K - $35.6K
|
2.98K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-374- 8.16% |
$32.4K - $35.7K
|
4.21K
$449K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-376- 0.64% |
$32.6K - $35.9K
|
58.3K
$6.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-379- 1.31% |
$32.8K - $36.2K
|
28.5K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-379- 1.17% |
$32.8K - $36.2K
|
31.9K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-380- 11.61% |
$32.9K - $36.3K
|
2.89K
$309K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-384- 7.91% |
$33.3K - $36.7K
|
4.47K
$477K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-384- 7.91% |
$33.3K - $36.7K
|
4.47K
$477K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-386- 17.47% |
$33.4K - $36.9K
|
1.82K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-386- 3.27% |
$33.4K - $36.9K
|
11.4K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-389- 3.03% |
$33.7K - $37.2K
|
12.4K
$1.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-398- 5.81% |
$34.5K - $38K
|
6.45K
$689K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400- 3.52% |
$34.7K - $38.2K
|
11K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-400- 9.18% |
$34.7K - $38.2K
|
3.96K
$423K
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-400- 0.66% |
$34.7K - $38.2K
|
60.4K
$6.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-400- 3.77% |
$34.7K - $38.2K
|
10.2K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-401- 12.75% |
$34.7K - $38.3K
|
2.74K
$293K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-402- 0.8% |
$34.8K - $38.4K
|
49.9K
$5.33M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-402- 0.8% |
$34.8K - $38.4K
|
49.9K
$5.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-411- 1.13% |
$35.6K - $39.3K
|
36K
$3.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-418- 0.76% |
$36.2K - $39.9K
|
54.5K
$5.82M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
SELL
|
- |
-425- 1.14% |
$36.8K - $40.6K
|
36.8K
$3.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-430- 1.9% |
$37.3K - $41.1K
|
22.2K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-430- 2.43% |
$37.3K - $41.1K
|
17.3K
$1.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-434- 13.86% |
$37.6K - $41.5K
|
2.7K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-434- 2.1% |
$37.6K - $41.5K
|
20.2K
$2.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-438- 12.18% |
$38K - $41.9K
|
3.16K
$337K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-438- 6.19% |
$38K - $41.9K
|
6.64K
$709K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-439- 3.15% |
$38K - $42K
|
13.5K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-441- 5.33% |
$38.2K - $42.1K
|
7.84K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-442- 7.22% |
$38.3K - $42.2K
|
5.68K
$607K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-447- 14.52% |
$38.7K - $42.7K
|
2.63K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-447- 8.47% |
$38.7K - $42.7K
|
4.83K
$516K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-451- 0.81% |
$39.1K - $43.1K
|
55.2K
$5.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-452- 6.18% |
$39.2K - $43.2K
|
6.86K
$733K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-464- 3.19% |
$40.2K - $44.3K
|
14.1K
$1.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-471- 12.71% |
$40.8K - $45K
|
3.24K
$346K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-477- 5.64% |
$41.3K - $45.6K
|
7.99K
$853K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-479- 22.39% |
$41.5K - $45.8K
|
1.66K
$177K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-483- 1.68% |
$41.9K - $46.2K
|
28.3K
$3.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-484- 1.96% |
$41.9K - $46.3K
|
24.3K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-502- 0.84% |
$43.5K - $48K
|
59.5K
$6.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-506- 15.06% |
$43.8K - $48.4K
|
2.85K
$305K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-506- 4.41% |
$43.8K - $48.4K
|
11K
$1.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-507- 9.17% |
$43.9K - $48.4K
|
5.02K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-507- 3.36% |
$43.9K - $48.4K
|
14.6K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-508- 3.79% |
$44K - $48.5K
|
12.9K
$1.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-509- 5.23% |
$44.1K - $48.6K
|
9.23K
$985K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-516- 15.08% |
$44.7K - $49.3K
|
2.91K
$310K
|