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 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
9.26KNew |
$802K - $884K
|
9.26K
$998K
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
9.24K+ 15.12% |
$801K - $883K
|
70.3K
$7.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
9.1K+ 166.21% |
$789K - $870K
|
14.6K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.04K+ 8.99% |
$783K - $863K
|
110K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
8.9K+ 49.82% |
$771K - $850K
|
26.8K
$2.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.87K+ 25.68% |
$768K - $847K
|
43.4K
$4.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
8.82KNew |
$764K - $843K
|
8.82K
$951K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
8.73K+ 2.18% |
$757K - $834K
|
410K
$44.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
8.61KNew |
$746K - $823K
|
8.61K
$928K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.6K+ 240.49% |
$745K - $821K
|
12.2K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
8.5KNew |
$737K - $812K
|
8.5K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.44K+ 3.88% |
$731K - $806K
|
226K
$24.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.14K+ 16.72% |
$705K - $777K
|
56.8K
$6.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.08KNew |
$700K - $772K
|
8.08K
$870K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.06K+ 11.44% |
$698K - $770K
|
78.5K
$8.47M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7.84KNew |
$679K - $749K
|
7.84K
$845K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.66K+ 1.42% |
$663K - $732K
|
546K
$58.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.61KNew |
$659K - $727K
|
7.61K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
7.61K+ 39.11% |
$659K - $727K
|
27.1K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
7.52K+ 195.25% |
$652K - $719K
|
11.4K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7.5K+ 23.83% |
$650K - $717K
|
39K
$4.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.47KNew |
$647K - $713K
|
7.47K
$805K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.43K+ 77.12% |
$644K - $710K
|
17.1K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.39K+ 31.19% |
$640K - $706K
|
31.1K
$3.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.38KNew |
$639K - $705K
|
7.38K
$795K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
7.35K+ 3.47% |
$636K - $702K
|
219K
$23.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
7.26KNew |
$629K - $694K
|
7.26K
$782K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.06K+ 1.17% |
$611K - $674K
|
610K
$65.7M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.06K+ 1.17% |
$611K - $674K
|
610K
$65.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
6.95KNew |
$602K - $664K
|
6.95K
$749K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
6.62K+ 10.64% |
$573K - $632K
|
68.8K
$7.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.52K+ 10.85% |
$565K - $623K
|
66.7K
$7.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.46K+ 13.89% |
$559K - $617K
|
52.9K
$5.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
6.45K+ 8.8% |
$559K - $616K
|
79.8K
$8.6M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
6.32K+ 2.03% |
$548K - $604K
|
318K
$34.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.28K+ 13.38% |
$545K - $600K
|
53.3K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
6.28K+ 6.39% |
$544K - $600K
|
105K
$11.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
6.21K+ 3.24% |
$538K - $593K
|
198K
$21.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.19K+ 15.1% |
$536K - $591K
|
47.2K
$5.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
6.15K+ 8.37% |
$533K - $588K
|
79.7K
$8.59M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.89K+ 61.07% |
$510K - $563K
|
15.5K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
5.85K+ 14.58% |
$507K - $559K
|
46K
$4.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
5.7K+ 28.71% |
$494K - $545K
|
25.6K
$2.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
5.59KNew |
$485K - $535K
|
5.59K
$603K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.58KNew |
$483K - $533K
|
5.58K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.5K+ 50.99% |
$477K - $526K
|
16.3K
$1.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.48K+ 156.21% |
$475K - $524K
|
8.99K
$969K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.48K+ 28.22% |
$475K - $524K
|
24.9K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.4K+ 12.08% |
$468K - $516K
|
50.1K
$5.4M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.39KNew |
$467K - $515K
|
5.39K
$581K
|