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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.26K+ 3.36% |
$109K - $120K
|
38.7K
$4.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.22K+ 42.49% |
$106K - $116K
|
4.09K
$441K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.22K+ 1.43% |
$105K - $116K
|
86.2K
$9.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.22K+ 3.05% |
$105K - $116K
|
41.1K
$4.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
1.21K+ 4.0% |
$105K - $116K
|
31.5K
$3.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 4.29% |
$105K - $115K
|
29.3K
$3.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.21K+ 6.23% |
$105K - $115K
|
20.6K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
1.2K+ 16.67% |
$104K - $115K
|
8.41K
$906K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.19K+ 6.56% |
$103K - $114K
|
19.4K
$2.09M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.19K+ 16.85% |
$103K - $114K
|
8.25K
$890K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.19K+ 18.78% |
$103K - $113K
|
7.51K
$809K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.19K+ 1.65% |
$103K - $113K
|
73K
$7.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.17K+ 35.36% |
$101K - $111K
|
4.46K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.16K+ 3.4% |
$101K - $111K
|
35.2K
$3.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.15K+ 40.27% |
$99.2K - $109K
|
3.99K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.14K+ 32.41% |
$98.9K - $109K
|
4.66K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.14K+ 7.09% |
$98.7K - $109K
|
17.2K
$1.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 20.7% |
$97.9K - $108K
|
6.59K
$710K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.13K+ 33.55% |
$97.8K - $108K
|
4.49K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.12K+ 8.32% |
$96.7K - $107K
|
14.5K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11KNew |
$96.3K - $106K
|
1.11K
$120K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.11K+ 16.63% |
$95.8K - $106K
|
7.76K
$836K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.11K+ 2.47% |
$95.7K - $106K
|
45.9K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.09K+ 2.01% |
$94.5K - $104K
|
55.3K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 0.7% |
$94.1K - $104K
|
156K
$16.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
1.06K+ 6.45% |
$91.7K - $101K
|
17.5K
$1.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.05K+ 16.42% |
$91.2K - $101K
|
7.47K
$805K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.05K+ 3.43% |
$90.9K - $100K
|
31.6K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.05K+ 63.33% |
$90.5K - $99.9K
|
2.7K
$290K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.04K+ 38.12% |
$89.8K - $99K
|
3.75K
$405K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.03K+ 2.14% |
$89.1K - $98.2K
|
49K
$5.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1.02K+ 9.04% |
$88K - $97.1K
|
12.3K
$1.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
1.01K+ 6.93% |
$87.9K - $96.9K
|
15.6K
$1.69M
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.01K+ 1.45% |
$87.1K - $96K
|
70.3K
$7.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
1K+ 1.47% |
$86.7K - $95.6K
|
69.1K
$7.45M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 43.71% |
$86.7K - $95.6K
|
3.29K
$354K
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
BUY
|
- |
998+ 1.02% |
$86.5K - $95.4K
|
99K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
988+ 9.85% |
$85.6K - $94.4K
|
11K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
978+ 43.45% |
$84.7K - $93.5K
|
3.23K
$348K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
973+ 3.69% |
$84.3K - $93K
|
27.4K
$2.95M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
962+ 2.14% |
$83.4K - $91.9K
|
45.9K
$4.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
959+ 3.93% |
$83.1K - $91.6K
|
25.3K
$2.73M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
958+ 4.82% |
$83K - $91.5K
|
20.8K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
939+ 9.77% |
$81.4K - $89.7K
|
10.5K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
927+ 2.59% |
$80.3K - $88.6K
|
36.7K
$3.95M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
922+ 4.68% |
$79.9K - $88.1K
|
20.6K
$2.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
917+ 11.17% |
$79.5K - $87.6K
|
9.13K
$984K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
905+ 0.46% |
$78.4K - $86.5K
|
197K
$21.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
904+ 7.75% |
$78.3K - $86.4K
|
12.6K
$1.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
903+ 21.05% |
$78.2K - $86.3K
|
5.19K
$560K
|