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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.34K+ 9.14% |
$463K - $510K
|
63.8K
$6.87M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
5.29K+ 38.07% |
$458K - $505K
|
19.2K
$2.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
5.15K+ 2.75% |
$446K - $492K
|
193K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.09KNew |
$441K - $486K
|
5.09K
$548K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.01K+ 15.22% |
$434K - $479K
|
37.9K
$4.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.96K+ 5.8% |
$430K - $474K
|
90.5K
$9.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.91KNew |
$426K - $469K
|
4.91K
$529K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
4.9K+ 18.1% |
$425K - $468K
|
32K
$3.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.88K+ 7068.12% |
$423K - $466K
|
4.95K
$533K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.82K+ 34.7% |
$418K - $461K
|
18.7K
$2.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.78K+ 169.13% |
$414K - $457K
|
7.61K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.78KNew |
$414K - $457K
|
4.78K
$515K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.77KNew |
$413K - $456K
|
4.77K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.75K+ 4.6% |
$412K - $454K
|
108K
$11.7M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.73K+ 7.05% |
$410K - $452K
|
71.9K
$7.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.71K+ 6.06% |
$408K - $450K
|
82.4K
$8.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
4.68K+ 7.25% |
$405K - $447K
|
69.2K
$7.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.67KNew |
$404K - $446K
|
4.67K
$503K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.66K+ 0.77% |
$404K - $445K
|
607K
$65.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
4.61KNew |
$399K - $440K
|
4.61K
$497K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.59K+ 1.58% |
$398K - $439K
|
296K
$31.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.59K+ 71.36% |
$397K - $438K
|
11K
$1.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.55K+ 34.04% |
$395K - $435K
|
17.9K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.37K+ 3.3% |
$379K - $418K
|
137K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.35K+ 1.51% |
$377K - $416K
|
293K
$31.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
4.34K+ 10.23% |
$376K - $415K
|
46.8K
$5.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.25KNew |
$369K - $406K
|
4.25K
$458K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.25K+ 5.15% |
$368K - $406K
|
86.7K
$9.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.25KNew |
$368K - $406K
|
4.25K
$458K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.25K+ 33.06% |
$368K - $406K
|
17.1K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.23K+ 2.81% |
$366K - $404K
|
155K
$16.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
4.09K+ 64.2% |
$355K - $391K
|
10.5K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.09KNew |
$354K - $391K
|
4.09K
$441K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.07K+ 6.3% |
$353K - $389K
|
68.7K
$7.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.99KNew |
$346K - $382K
|
3.99K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.95K+ 89.15% |
$342K - $377K
|
8.37K
$902K
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
3.88K+ 15.21% |
$336K - $371K
|
29.4K
$3.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.87K+ 6.39% |
$335K - $370K
|
64.5K
$6.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.87K+ 4.91% |
$335K - $369K
|
82.5K
$8.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3.86K+ 18.9% |
$335K - $369K
|
24.3K
$2.62M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.84K+ 7.05% |
$332K - $367K
|
58.3K
$6.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.82K+ 15.37% |
$331K - $365K
|
28.7K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.81KNew |
$330K - $364K
|
3.81K
$410K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.64K+ 3.65% |
$315K - $348K
|
103K
$11.1M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
3.64K+ 5.9% |
$315K - $348K
|
65.3K
$7.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.6KNew |
$312K - $344K
|
3.6K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.6KNew |
$312K - $344K
|
3.6K
$388K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.51K+ 11.86% |
$304K - $336K
|
33.1K
$3.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
3.5K+ 12.0% |
$303K - $335K
|
32.7K
$3.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.44KNew |
$298K - $329K
|
3.44K
$371K
|