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 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
3.31KNew |
$287K - $316K
|
3.31K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.28KNew |
$284K - $313K
|
3.28K
$354K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.27KNew |
$283K - $312K
|
3.27K
$352K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.26K+ 1.07% |
$283K - $312K
|
309K
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.18K+ 17.72% |
$276K - $304K
|
21.1K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.16K+ 14.44% |
$274K - $302K
|
25K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.15K+ 7.81% |
$273K - $301K
|
43.5K
$4.69M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.13KNew |
$271K - $299K
|
3.13K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.12KNew |
$270K - $298K
|
3.12K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.1K+ 3.98% |
$269K - $296K
|
80.9K
$8.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.07K+ 7.53% |
$266K - $293K
|
43.8K
$4.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.05K+ 124.49% |
$264K - $291K
|
5.5K
$593K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.03KNew |
$262K - $289K
|
3.03K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3.01K+ 71.69% |
$260K - $287K
|
7.2K
$776K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
3K+ 7.93% |
$260K - $287K
|
40.9K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3K+ 3.58% |
$260K - $287K
|
86.8K
$9.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3K+ 6.49% |
$260K - $286K
|
49.2K
$5.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.97K+ 4.0% |
$257K - $284K
|
77.2K
$8.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.97K+ 17.72% |
$257K - $284K
|
19.7K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.95K+ 3.85% |
$256K - $282K
|
79.6K
$8.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
2.94KNew |
$255K - $281K
|
2.94K
$317K
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.92K+ 27.1% |
$253K - $279K
|
13.7K
$1.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.89K+ 11.27% |
$250K - $276K
|
28.5K
$3.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.86KNew |
$248K - $274K
|
2.86K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 12.45% |
$247K - $272K
|
25.7K
$2.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.85K+ 22.83% |
$247K - $272K
|
15.3K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.83K+ 5.45% |
$245K - $271K
|
54.8K
$5.91M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.83KNew |
$245K - $271K
|
2.83K
$305K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.82KNew |
$244K - $269K
|
2.82K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
2.81K+ 7.8% |
$244K - $269K
|
38.9K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.8K+ 3.43% |
$242K - $267K
|
84.3K
$9.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.77K+ 160.12% |
$240K - $265K
|
4.5K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.76KNew |
$239K - $263K
|
2.76K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 45.01% |
$238K - $262K
|
8.85K
$954K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.73KNew |
$237K - $261K
|
2.73K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.7K+ 7.23% |
$234K - $258K
|
40.1K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.64KNew |
$229K - $253K
|
2.64K
$285K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
2.64K+ 19.48% |
$228K - $252K
|
16.2K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.63KNew |
$228K - $251K
|
2.63K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
BUY
|
- |
2.62K+ 13.46% |
$227K - $251K
|
22.1K
$2.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.62K+ 14.4% |
$227K - $251K
|
20.8K
$2.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.62K+ 13.04% |
$227K - $250K
|
22.7K
$2.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.61K+ 105.36% |
$226K - $250K
|
5.09K
$549K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.61K+ 60.47% |
$226K - $249K
|
6.92K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.6KNew |
$226K - $249K
|
2.6K
$281K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.6K+ 9.23% |
$225K - $249K
|
30.8K
$3.32M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.6KNew |
$225K - $248K
|
2.6K
$280K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.59KNew |
$224K - $248K
|
2.59K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
2.59K+ 23.24% |
$224K - $247K
|
13.7K
$1.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.58K+ 2.17% |
$224K - $247K
|
121K
$13.1M
|