Purchases and Sales Made in Q4 2023 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.45K+ 21.63% |
$124K - $143K
|
8.16K
$903K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.4K+ 58.42% |
$119K - $137K
|
3.78K
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.38K+ 4.33% |
$118K - $135K
|
33.2K
$3.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.36K+ 2.11% |
$116K - $134K
|
65.7K
$7.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.35K+ 20.56% |
$115K - $132K
|
7.9K
$875K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.34K+ 3.01% |
$115K - $132K
|
46K
$5.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.34KNew |
$114K - $132K
|
1.34K
$148K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.33K+ 5.19% |
$114K - $131K
|
27K
$2.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.33K+ 116.78% |
$114K - $131K
|
2.47K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.32K+ 6.54% |
$113K - $130K
|
21.5K
$2.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.32K+ 0.85% |
$113K - $130K
|
156K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.31KNew |
$112K - $129K
|
1.31K
$145K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.29K+ 12.37% |
$110K - $127K
|
11.7K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.29K+ 10.75% |
$110K - $126K
|
13.2K
$1.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 7.07% |
$109K - $126K
|
19.4K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.28K+ 49.08% |
$109K - $126K
|
3.88K
$430K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
1.27K+ 1.48% |
$108K - $124K
|
86.9K
$9.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.27K+ 27.73% |
$108K - $124K
|
5.83K
$645K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.24KNew |
$106K - $122K
|
1.24K
$137K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 34.67% |
$105K - $121K
|
4.76K
$527K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
1.22K+ 8.91% |
$104K - $120K
|
14.9K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 1.01% |
$104K - $120K
|
122K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.22K+ 7.1% |
$104K - $120K
|
18.4K
$2.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.22K+ 29.79% |
$104K - $120K
|
5.31K
$588K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.21K+ 4.55% |
$103K - $119K
|
27.8K
$3.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 1.71% |
$103K - $119K
|
71.6K
$7.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.2K+ 30.4% |
$103K - $118K
|
5.16K
$572K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.2K+ 19.94% |
$103K - $118K
|
7.23K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.2K+ 0.91% |
$103K - $118K
|
134K
$14.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.2K+ 23.36% |
$102K - $118K
|
6.33K
$701K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.19K+ 17.69% |
$102K - $117K
|
7.94K
$880K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.18K+ 48.86% |
$101K - $116K
|
3.6K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.16K+ 9.53% |
$99.1K - $114K
|
13.3K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 5.07% |
$98.7K - $114K
|
23.9K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.15K+ 13.71% |
$98.3K - $113K
|
9.54K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.13K+ 12.89% |
$96.1K - $111K
|
9.85K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.12K+ 1.91% |
$96K - $111K
|
60K
$6.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.12K+ 4.54% |
$95.9K - $110K
|
25.8K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.12K+ 0.2% |
$95.6K - $110K
|
569K
$63.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.12KNew |
$95.4K - $110K
|
1.12K
$124K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.11K+ 0.69% |
$95.1K - $109K
|
161K
$17.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.1KNew |
$93.6K - $108K
|
1.1K
$121K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.08KNew |
$91.9K - $106K
|
1.08K
$119K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.07K+ 11.33% |
$91K - $105K
|
10.5K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.05K+ 14.03% |
$90K - $104K
|
8.56K
$948K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.05K+ 39.07% |
$89.8K - $103K
|
3.74K
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.03KNew |
$87.9K - $101K
|
1.03K
$114K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.02K+ 36.06% |
$87.2K - $100K
|
3.85K
$427K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.01K+ 23.39% |
$86.5K - $99.5K
|
5.34K
$591K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.01K+ 22.36% |
$86.4K - $99.4K
|
5.53K
$613K
|