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 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.58KNew |
$223K - $246K
|
2.58K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.58KNew |
$223K - $246K
|
2.58K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.56K+ 1.53% |
$222K - $245K
|
170K
$18.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.55KNew |
$221K - $244K
|
2.55K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.55K+ 7.69% |
$221K - $243K
|
35.6K
$3.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.54K+ 24.27% |
$220K - $243K
|
13K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.53K+ 19.49% |
$220K - $242K
|
15.5K
$1.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.53K+ 10.51% |
$219K - $241K
|
26.6K
$2.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.52KNew |
$218K - $240K
|
2.52K
$271K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.51KNew |
$217K - $240K
|
2.51K
$270K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.5K+ 4.75% |
$217K - $239K
|
55.2K
$5.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.47KNew |
$214K - $236K
|
2.47K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.44K+ 8.31% |
$211K - $233K
|
31.7K
$3.42M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.43K+ 3.19% |
$211K - $232K
|
78.6K
$8.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.42KNew |
$210K - $232K
|
2.42K
$261K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.42KNew |
$210K - $231K
|
2.42K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.42KNew |
$209K - $231K
|
2.42K
$260K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.41KNew |
$208K - $230K
|
2.41K
$259K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.4KNew |
$208K - $229K
|
2.4K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.37K+ 5.09% |
$206K - $227K
|
48.9K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.36K+ 17.37% |
$204K - $225K
|
15.9K
$1.72M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.34K+ 29.49% |
$203K - $224K
|
10.3K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.34K+ 7.64% |
$203K - $223K
|
33K
$3.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.34K+ 32.51% |
$203K - $223K
|
9.53K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.33K+ 12.58% |
$202K - $222K
|
20.8K
$2.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.32K+ 56.19% |
$201K - $221K
|
6.44K
$694K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.31K+ 1.58% |
$201K - $221K
|
149K
$16M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.3K+ 19.63% |
$199K - $220K
|
14K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.3KNew |
$199K - $219K
|
2.3K
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.27K+ 10.92% |
$197K - $217K
|
23.1K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.24K+ 6.31% |
$194K - $214K
|
37.7K
$4.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.18K+ 8.61% |
$189K - $208K
|
27.5K
$2.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.17K+ 14.77% |
$188K - $207K
|
16.8K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.16K+ 21.58% |
$187K - $206K
|
12.2K
$1.31M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
2.14K+ 4.65% |
$186K - $205K
|
48.1K
$5.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.13K+ 26.05% |
$185K - $204K
|
10.3K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
2.11K+ 16.34% |
$183K - $202K
|
15K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.08K+ 0.54% |
$180K - $199K
|
391K
$42.2M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.07K+ 149.21% |
$180K - $198K
|
3.46K
$373K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.06K+ 2.12% |
$179K - $197K
|
99.3K
$10.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.03K+ 22.75% |
$176K - $194K
|
10.9K
$1.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.03K+ 19.56% |
$176K - $194K
|
12.4K
$1.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.02K+ 12.42% |
$175K - $193K
|
18.3K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.01K+ 0.5% |
$174K - $192K
|
403K
$43.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
2K+ 5.06% |
$173K - $191K
|
41.5K
$4.47M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.98K+ 17.32% |
$172K - $189K
|
13.4K
$1.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.97K+ 4.13% |
$171K - $189K
|
49.7K
$5.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.97K+ 109.69% |
$171K - $188K
|
3.76K
$406K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.96K+ 12.01% |
$170K - $187K
|
18.3K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.96K+ 11.36% |
$170K - $187K
|
19.2K
$2.07M
|