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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1K+ 2.57% |
$85.4K - $98.3K
|
40K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
1K+ 1.45% |
$85.4K - $98.3K
|
70.1K
$7.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
999+ 121.24% |
$85.4K - $98.2K
|
1.82K
$195K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
990+ 3.66% |
$84.6K - $97.3K
|
28.1K
$3M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
958+ 6.02% |
$81.9K - $94.2K
|
16.9K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
951+ 8.02% |
$81.3K - $93.5K
|
12.8K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
943+ 25.12% |
$80.6K - $92.7K
|
4.7K
$502K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
942+ 10.28% |
$80.5K - $92.6K
|
10.1K
$1.08M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
939New |
$80.2K - $92.3K
|
939
$100K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
938+ 12.7% |
$80.1K - $92.2K
|
8.32K
$889K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
937+ 11.96% |
$80.1K - $92.1K
|
8.77K
$937K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
926+ 6.69% |
$79.1K - $91K
|
14.8K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
919+ 18.91% |
$78.5K - $90.3K
|
5.78K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
917New |
$78.3K - $90.2K
|
917
$97.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
904+ 16.44% |
$77.2K - $88.9K
|
6.4K
$684K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
897+ 22.2% |
$76.6K - $88.2K
|
4.94K
$527K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
860+ 8.4% |
$73.5K - $84.5K
|
11.1K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
849+ 30.94% |
$72.5K - $83.5K
|
3.59K
$384K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
825+ 2.52% |
$70.5K - $81.1K
|
33.5K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
819+ 13.03% |
$70K - $80.5K
|
7.1K
$759K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
807+ 8.1% |
$69K - $79.3K
|
10.8K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
793New |
$67.8K - $78K
|
793
$84.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
779+ 0.9% |
$66.6K - $76.6K
|
87.5K
$9.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
776+ 120.5% |
$66.3K - $76.3K
|
1.42K
$152K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
764+ 2.46% |
$65.3K - $75.1K
|
31.8K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
763+ 7.13% |
$65.2K - $75K
|
11.5K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
760+ 68.41% |
$64.9K - $74.7K
|
1.87K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
742+ 21.17% |
$63.4K - $72.9K
|
4.25K
$454K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
732New |
$62.5K - $72K
|
732
$78.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
699+ 14.23% |
$59.7K - $68.7K
|
5.61K
$599K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
697+ 10.24% |
$59.6K - $68.5K
|
7.5K
$801K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
694New |
$59.3K - $68.2K
|
694
$74.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
690+ 12.08% |
$59K - $67.8K
|
6.4K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
682+ 300.44% |
$58.3K - $67K
|
909
$97.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
657+ 39.36% |
$56.1K - $64.6K
|
2.33K
$248K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
649New |
$55.5K - $63.8K
|
649
$69.3K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
647+ 1.58% |
$55.3K - $63.6K
|
41.5K
$4.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
643New |
$54.9K - $63.2K
|
643
$68.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
634+ 7.45% |
$54.2K - $62.3K
|
9.15K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
627+ 1.05% |
$53.6K - $61.6K
|
60.2K
$6.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
623+ 24.1% |
$53.2K - $61.2K
|
3.21K
$343K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
616+ 8.51% |
$52.6K - $60.6K
|
7.85K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
612+ 3.9% |
$52.3K - $60.2K
|
16.3K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
610+ 19.79% |
$52.1K - $60K
|
3.69K
$394K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
596+ 12.78% |
$50.9K - $58.6K
|
5.26K
$562K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
592+ 29600.0% |
$50.6K - $58.2K
|
594
$63.4K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
589+ 2.19% |
$50.3K - $57.9K
|
27.5K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
579+ 0.73% |
$49.5K - $56.9K
|
80.2K
$8.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
576+ 3.42% |
$49.2K - $56.6K
|
17.4K
$1.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
574+ 11.38% |
$49K - $56.4K
|
5.62K
$600K
|