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
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.86K+ 8.91% |
$162K - $178K
|
22.8K
$2.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.85K+ 6.87% |
$160K - $176K
|
28.7K
$3.1M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.81K+ 20.67% |
$157K - $173K
|
10.6K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 55.58% |
$157K - $173K
|
5.06K
$545K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 55.58% |
$157K - $173K
|
5.06K
$545K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.74K+ 12.33% |
$150K - $166K
|
15.8K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.72K+ 0.51% |
$149K - $164K
|
339K
$36.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.72K+ 10.61% |
$149K - $164K
|
17.9K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.7K+ 19.2% |
$147K - $162K
|
10.6K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.7K+ 3.6% |
$147K - $162K
|
48.9K
$5.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 21.84% |
$146K - $161K
|
9.39K
$1.01M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.68K+ 33.16% |
$146K - $161K
|
6.76K
$728K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.68K+ 3.58% |
$145K - $160K
|
48.5K
$5.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.67K+ 19.98% |
$145K - $160K
|
10.1K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.67K+ 39.06% |
$145K - $160K
|
5.95K
$641K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.64K+ 1.99% |
$142K - $157K
|
84.1K
$9.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.61K+ 3.54% |
$140K - $154K
|
47.1K
$5.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
1.6K+ 5.45% |
$139K - $153K
|
30.9K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.59K+ 15.36% |
$138K - $152K
|
12K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.59K+ 1.88% |
$138K - $152K
|
86.4K
$9.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.59K+ 16.62% |
$138K - $152K
|
11.1K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
1.58K+ 1.72% |
$137K - $151K
|
93.2K
$10M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.55K+ 8.13% |
$134K - $148K
|
20.6K
$2.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.55K+ 5.38% |
$134K - $148K
|
30.3K
$3.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.55K+ 10.39% |
$134K - $148K
|
16.4K
$1.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.55K+ 20.87% |
$134K - $148K
|
8.95K
$965K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 2.58% |
$134K - $147K
|
61.4K
$6.62M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.51K+ 28.25% |
$131K - $144K
|
6.86K
$739K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 13.94% |
$129K - $142K
|
12.2K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.49K+ 12.45% |
$129K - $142K
|
13.4K
$1.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 6.67% |
$126K - $139K
|
23.3K
$2.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.45K+ 7.92% |
$126K - $139K
|
19.7K
$2.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.45K+ 3.43% |
$126K - $138K
|
43.7K
$4.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.42K+ 48.56% |
$123K - $136K
|
4.34K
$468K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.41K+ 451.92% |
$122K - $135K
|
1.72K
$186K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 33.33% |
$121K - $133K
|
5.57K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1.39K+ 0.96% |
$120K - $133K
|
146K
$15.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
1.37K+ 4.36% |
$119K - $131K
|
32.9K
$3.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.37K+ 33.2% |
$118K - $131K
|
5.48K
$591K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.36K+ 12.51% |
$118K - $130K
|
12.2K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.36K+ 5.81% |
$117K - $130K
|
24.7K
$2.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.34K+ 1.95% |
$116K - $128K
|
70.4K
$7.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.32K+ 10.06% |
$115K - $126K
|
14.5K
$1.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.3K+ 8.2% |
$112K - $124K
|
17.1K
$1.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.29K+ 22.23% |
$111K - $123K
|
7.07K
$761K
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.28K+ 4.09% |
$111K - $123K
|
32.7K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 4.58% |
$111K - $123K
|
29.3K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.28K+ 5.45% |
$111K - $123K
|
24.8K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.28K+ 30.38% |
$111K - $122K
|
5.5K
$593K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.27KNew |
$110K - $121K
|
1.27K
$136K
|