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 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.9K- 4.08% |
$338K - $373K
|
91.6K
$9.78M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-3.93K- 37.49% |
$341K - $376K
|
6.56K
$701K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.97K- 14.19% |
$344K - $379K
|
24K
$2.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.98K- 8.38% |
$345K - $380K
|
43.5K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.15K- 18.91% |
$360K - $397K
|
17.8K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.2K- 13.1% |
$364K - $401K
|
27.9K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.24K- 3.03% |
$367K - $405K
|
136K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.29K- 5.9% |
$371K - $409K
|
68.3K
$7.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.33K- 10.77% |
$375K - $414K
|
35.9K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.38K- 2.17% |
$380K - $419K
|
197K
$21.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-4.64K- 50.88% |
$402K - $443K
|
4.48K
$479K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-4.64K- 50.88% |
$402K - $443K
|
4.48K
$479K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-4.78K- 14.44% |
$414K - $457K
|
28.3K
$3.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-4.84K- 7.13% |
$419K - $462K
|
63K
$6.73M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.84K- 7.81% |
$419K - $463K
|
57.1K
$6.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-4.87K- 55.16% |
$422K - $465K
|
3.96K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.92K- 52.26% |
$426K - $470K
|
4.49K
$480K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4.93K- 59.9% |
$427K - $471K
|
3.3K
$352K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.93K- 1.87% |
$427K - $471K
|
259K
$27.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.98K- 2.54% |
$431K - $476K
|
191K
$20.4M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.98K- 2.54% |
$431K - $476K
|
191K
$20.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.98K- 5.28% |
$432K - $476K
|
89.4K
$9.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-5K- 25.0% |
$433K - $478K
|
15K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-5K- 4.34% |
$433K - $478K
|
110K
$11.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-5.06K- 6.64% |
$438K - $483K
|
71.1K
$7.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.1K- 15.81% |
$442K - $487K
|
27.2K
$2.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.16K- 3.63% |
$447K - $493K
|
137K
$14.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.17K- 25.84% |
$448K - $494K
|
14.8K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-5.23K- 4.42% |
$453K - $499K
|
113K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.24K- 4.17% |
$454K - $500K
|
120K
$12.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.28K- 84.4% |
$458K - $505K
|
976
$104K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.32K- 0.3% |
$461K - $508K
|
1.75M
$187M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.48K- 50.01% |
$475K - $524K
|
5.48K
$585K
|
|
|
Oct 24, 2023
Q3 2023
|
Patrizia Pty LTD
Barton, C3 |
SELL
|
- |
-5.59K- 15.73% |
$484K - $534K
|
29.9K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-5.86K- 66.12% |
$507K - $560K
|
3K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.89K- 2.69% |
$510K - $563K
|
213K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.92K- 3.64% |
$513K - $566K
|
157K
$16.8M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-5.94K- 63.43% |
$515K - $568K
|
3.43K
$366K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.99K- 6.98% |
$519K - $572K
|
79.8K
$8.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.03K- 1.41% |
$522K - $576K
|
420K
$44.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.17K- 9.08% |
$534K - $589K
|
61.7K
$6.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-6.44K- 61.08% |
$558K - $615K
|
4.1K
$438K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.63K- 44.51% |
$575K - $634K
|
8.27K
$883K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.66K- 20.05% |
$577K - $636K
|
26.5K
$2.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-6.78K- 3.56% |
$588K - $648K
|
184K
$19.6M
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-6.8K- 0.14% |
$589K - $650K
|
4.71M
$503M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-6.93K- 46.4% |
$600K - $662K
|
8K
$855K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.98K- 73.89% |
$605K - $667K
|
2.47K
$264K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.14K- 27.12% |
$618K - $682K
|
19.2K
$2.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-7.14K- 8.4% |
$619K - $683K
|
77.9K
$8.32M
|