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
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.9K+ 231.69% |
$1.81M - $2M
|
30K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
20.8K+ 30.46% |
$1.8M - $1.98M
|
88.9K
$9.59M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
19.9KNew |
$1.73M - $1.91M
|
19.9K
$2.15M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
19.8K+ 293.53% |
$1.72M - $1.89M
|
26.6K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
19.8K+ 19.3% |
$1.71M - $1.89M
|
122K
$13.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19.6K+ 5.66% |
$1.7M - $1.88M
|
367K
$39.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
19.6K+ 220.38% |
$1.7M - $1.87M
|
28.5K
$3.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 278.15% |
$1.7M - $1.87M
|
26.6K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
18.8K+ 12.75% |
$1.63M - $1.8M
|
167K
$18M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18.3K+ 71.2% |
$1.59M - $1.75M
|
44.1K
$4.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
17.8KNew |
$1.54M - $1.7M
|
17.8K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.8K+ 17.81% |
$1.46M - $1.61M
|
111K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.5K+ 14.12% |
$1.43M - $1.58M
|
134K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
15.9K+ 12.61% |
$1.38M - $1.52M
|
142K
$15.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
15.8K+ 251.28% |
$1.37M - $1.51M
|
22.2K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.5K+ 100.75% |
$1.34M - $1.48M
|
30.9K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
15.4KNew |
$1.34M - $1.47M
|
15.4K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
15.3K+ 7.26% |
$1.33M - $1.46M
|
226K
$24.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.2K+ 10.96% |
$1.32M - $1.46M
|
154K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.8K+ 7.73% |
$1.28M - $1.41M
|
206K
$22.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
14.8K+ 0.08% |
$1.28M - $1.41M
|
19.3M
$2.08B
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.7K+ 22.0% |
$1.27M - $1.4M
|
81.5K
$8.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.7K+ 4.31% |
$1.27M - $1.4M
|
355K
$38.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.2K+ 1.01% |
$1.23M - $1.35M
|
1.42M
$153M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
14K+ 5.74% |
$1.21M - $1.34M
|
258K
$27.8M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14K+ 20.52% |
$1.21M - $1.34M
|
82.2K
$8.86M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.4K+ 192.91% |
$1.16M - $1.28M
|
20.4K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.4K+ 137.45% |
$1.16M - $1.28M
|
23.1K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.2K+ 194.07% |
$1.15M - $1.26M
|
20K
$2.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
13.2K+ 6.53% |
$1.14M - $1.26M
|
215K
$23.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.4K+ 116.11% |
$1.08M - $1.19M
|
23.2K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
12.4K+ 5.11% |
$1.07M - $1.18M
|
255K
$27.5M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
12.2K+ 230.99% |
$1.06M - $1.16M
|
17.5K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.1K+ 233.07% |
$1.05M - $1.15M
|
17.3K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.7K+ 1.39% |
$1.01M - $1.12M
|
851K
$91.7M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
11.6K+ 47.57% |
$1.01M - $1.11M
|
36K
$3.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 2.18% |
$1M - $1.11M
|
544K
$58.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.5KNew |
$998K - $1.1M
|
11.5K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.1K+ 3.73% |
$959K - $1.06M
|
307K
$33.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11K+ 77.13% |
$950K - $1.05M
|
25.2K
$2.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.9K+ 22.43% |
$945K - $1.04M
|
59.5K
$6.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
10.4KNew |
$901K - $994K
|
10.4K
$1.12M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
10.2K+ 6.0% |
$881K - $971K
|
180K
$19.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
9.98K+ 54.84% |
$865K - $954K
|
28.2K
$3.04M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
9.97KNew |
$864K - $952K
|
9.97K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.89K+ 28.37% |
$857K - $945K
|
44.7K
$4.82M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
9.82K+ 15.46% |
$850K - $938K
|
73.3K
$7.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
9.72K+ 294.84% |
$842K - $928K
|
13K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
9.61K+ 4.14% |
$832K - $918K
|
242K
$26M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.26K+ 36.64% |
$802K - $885K
|
34.5K
$3.72M
|