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
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-828- 10.91% |
$71.7K - $79.1K
|
6.76K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-839- 57.07% |
$72.7K - $80.2K
|
631
$67.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-852- 13.45% |
$73.8K - $81.4K
|
5.48K
$586K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-852- 4.56% |
$73.8K - $81.4K
|
17.8K
$1.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-859- 16.11% |
$74.4K - $82.1K
|
4.47K
$478K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-879- 2.63% |
$76.2K - $84K
|
32.5K
$3.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-887- 0.51% |
$76.9K - $84.8K
|
174K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-887- 9.47% |
$76.9K - $84.8K
|
8.48K
$906K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-889- 8.64% |
$77K - $85K
|
9.4K
$1M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-900- 2.73% |
$78K - $86K
|
32.1K
$3.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-902- 10.72% |
$78.2K - $86.2K
|
7.52K
$803K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-903- 5.36% |
$78.2K - $86.3K
|
15.9K
$1.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-909- 34.48% |
$78.8K - $86.9K
|
1.73K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-934- 19.58% |
$80.9K - $89.3K
|
3.84K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-939- 2.01% |
$81.4K - $89.7K
|
45.7K
$4.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-947- 1.71% |
$82.1K - $90.5K
|
54.4K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-952- 0.66% |
$82.5K - $91K
|
143K
$15.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-959- 4.17% |
$83.1K - $91.6K
|
22K
$2.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-967- 1.61% |
$83.8K - $92.4K
|
59K
$6.31M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-968- 20.1% |
$83.9K - $92.5K
|
3.85K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-974- 13.42% |
$84.4K - $93.1K
|
6.28K
$671K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-977- 2.14% |
$84.7K - $93.4K
|
44.6K
$4.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-992- 1.55% |
$86K - $94.8K
|
63K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1K- 1.79% |
$87K - $95.9K
|
55.1K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.01K- 77.06% |
$87.3K - $96.3K
|
300
$32K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.02K- 3.11% |
$88.1K - $97.2K
|
31.6K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.02K- 18.21% |
$88.3K - $97.4K
|
4.58K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.04K- 0.82% |
$89.8K - $99K
|
125K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.04K- 0.53% |
$90.3K - $99.6K
|
195K
$20.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.05K- 7.28% |
$90.8K - $100K
|
13.4K
$1.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.06K- 10.34% |
$91.7K - $101K
|
9.18K
$980K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.06K- 11.38% |
$92.1K - $102K
|
8.28K
$885K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.09K- 3.77% |
$94.7K - $104K
|
27.9K
$2.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.12K- 2.74% |
$96.6K - $107K
|
39.6K
$4.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.14K- 7.55% |
$98.3K - $108K
|
13.9K
$1.48M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 9.83% |
$98.4K - $109K
|
10.4K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.15K- 10.53% |
$99.5K - $110K
|
9.76K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.16K- 72.41% |
$100K - $110K
|
440
$47K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.16K- 32.64% |
$100K - $111K
|
2.39K
$255K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.16K- 1.57% |
$101K - $111K
|
73.1K
$7.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.17K- 3.4% |
$101K - $112K
|
33.2K
$3.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-1.2K- 33.16% |
$104K - $115K
|
2.42K
$259K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.21K- 1.83% |
$105K - $115K
|
64.7K
$6.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.21K- 8.16% |
$105K - $116K
|
13.7K
$1.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.24K- 16.06% |
$108K - $119K
|
6.49K
$693K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-1.25K- 1.44% |
$108K - $119K
|
85.2K
$9.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.26K- 21.55% |
$109K - $120K
|
4.57K
$488K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.26K- 3.52% |
$109K - $120K
|
34.5K
$3.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.26K- 11.07% |
$109K - $121K
|
10.1K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.28K- 4.59% |
$111K - $122K
|
26.6K
$2.84M
|