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 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.16K- 7.81% |
$187K - $206K
|
25.5K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.17K- 6.06% |
$188K - $207K
|
33.6K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.24K- 3.96% |
$194K - $214K
|
54.3K
$5.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.24K- 5.42% |
$194K - $214K
|
39.2K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.25K- 5.36% |
$195K - $215K
|
39.7K
$4.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.27K- 6.56% |
$196K - $217K
|
32.3K
$3.45M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.27KClosed |
$197K - $217K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.27K- 5.94% |
$197K - $217K
|
36K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.29K- 20.16% |
$198K - $219K
|
9.06K
$967K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.31K- 8.86% |
$200K - $221K
|
23.7K
$2.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.33K- 9.3% |
$202K - $222K
|
22.7K
$2.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.35K- 1.46% |
$204K - $225K
|
159K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.41K- 33.73% |
$209K - $231K
|
4.74K
$506K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.41K- 38.1% |
$209K - $231K
|
3.92K
$419K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.5K- 43.47% |
$216K - $239K
|
3.25K
$347K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.52K- 1.04% |
$218K - $241K
|
240K
$25.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.54K- 36.35% |
$220K - $243K
|
4.45K
$476K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.55K- 8.64% |
$221K - $244K
|
27K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.56K- 35.92% |
$222K - $245K
|
4.57K
$488K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.58K- 37.01% |
$224K - $247K
|
4.4K
$470K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.6K- 15.85% |
$226K - $249K
|
13.8K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.62K- 53.28% |
$227K - $251K
|
2.3K
$246K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.7K- 37.9% |
$234K - $258K
|
4.42K
$472K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.78K- 4.46% |
$241K - $265K
|
59.5K
$6.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.8K- 1.73% |
$243K - $268K
|
159K
$17M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.85K- 17.89% |
$247K - $272K
|
13.1K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.85K- 0.31% |
$247K - $273K
|
924K
$98.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.91K- 6.49% |
$252K - $278K
|
41.9K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.98K- 9.95% |
$258K - $285K
|
27K
$2.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3K- 2.71% |
$260K - $287K
|
108K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.04K- 14.33% |
$263K - $290K
|
18.2K
$1.94M
|
|
|
Sep 30, 2024
Q3 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.09K- 5.37% |
$268K - $295K
|
54.5K
$5.82M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-3.1K- 13.32% |
$269K - $296K
|
20.2K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.16K- 6.47% |
$273K - $302K
|
45.7K
$4.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.37K- 49.44% |
$292K - $322K
|
3.45K
$368K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.38K- 4.49% |
$293K - $323K
|
71.9K
$7.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.47K- 46.28% |
$301K - $331K
|
4.03K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.47K- 4.96% |
$301K - $331K
|
66.5K
$7.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-3.47K- 6.38% |
$301K - $332K
|
51K
$5.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.52K- 2.64% |
$305K - $336K
|
130K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.54K- 34.39% |
$307K - $338K
|
6.75K
$721K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.56K- 3.95% |
$308K - $340K
|
86.5K
$9.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.62K- 29.84% |
$314K - $346K
|
8.52K
$909K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.74K- 2.17% |
$324K - $357K
|
169K
$18M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.75K- 14.87% |
$325K - $358K
|
21.5K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.76K- 14.9% |
$326K - $359K
|
21.5K
$2.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.76K- 4.59% |
$326K - $359K
|
78.2K
$8.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-3.79K- 10.24% |
$329K - $362K
|
33.2K
$3.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.89K- 7.62% |
$337K - $372K
|
47.2K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.9K- 20.67% |
$338K - $373K
|
15K
$1.6M
|