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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
355+ 1.17% |
$30.3K - $34.9K
|
30.6K
$3.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
353+ 4.03% |
$30.2K - $34.7K
|
9.11K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
352+ 7.55% |
$30.1K - $34.6K
|
5.01K
$536K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
350+ 6.74% |
$29.9K - $34.4K
|
5.54K
$592K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
349+ 27.9% |
$29.8K - $34.3K
|
1.6K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
346+ 0.62% |
$29.6K - $34K
|
56.5K
$6.04M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
346+ 0.62% |
$29.6K - $34K
|
56.5K
$6.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
344+ 13.86% |
$29.4K - $33.8K
|
2.83K
$302K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
337+ 0.69% |
$28.8K - $33.1K
|
49.5K
$5.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
332+ 11.91% |
$28.4K - $32.6K
|
3.12K
$333K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
329+ 10.41% |
$28.1K - $32.3K
|
3.49K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
329+ 7.36% |
$28.1K - $32.3K
|
4.8K
$512K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
324+ 0.65% |
$27.7K - $31.9K
|
49.9K
$5.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
324+ 33.2% |
$27.7K - $31.9K
|
1.3K
$139K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
323+ 6.27% |
$27.6K - $31.8K
|
5.47K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
322+ 164.29% |
$27.5K - $31.7K
|
518
$55.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
320+ 0.61% |
$27.3K - $31.5K
|
52.7K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
320+ 3.96% |
$27.3K - $31.5K
|
8.4K
$897K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
319+ 17.49% |
$27.3K - $31.4K
|
2.14K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
319+ 18.47% |
$27.3K - $31.4K
|
2.05K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
317New |
$27.1K - $31.2K
|
317
$33.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
316+ 1.0% |
$27K - $31.1K
|
31.8K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
312+ 12.43% |
$26.7K - $30.7K
|
2.82K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
301New |
$25.7K - $29.6K
|
301
$32.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
296+ 12.23% |
$25.3K - $29.1K
|
2.72K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
296+ 1.84% |
$25.3K - $29.1K
|
16.4K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
294+ 5.39% |
$25.1K - $28.9K
|
5.75K
$614K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
288+ 10.62% |
$24.6K - $28.3K
|
3K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
285+ 6.26% |
$24.4K - $28K
|
4.84K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
284+ 3.38% |
$24.3K - $27.9K
|
8.69K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
283+ 93.71% |
$24.2K - $27.8K
|
585
$62.5K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
283New |
$24.2K - $27.8K
|
283
$30.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
282+ 3.5% |
$24.1K - $27.7K
|
8.33K
$890K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
281+ 0.21% |
$24K - $27.6K
|
135K
$14.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
280+ 0.61% |
$23.9K - $27.5K
|
45.9K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
280+ 0.24% |
$23.9K - $27.5K
|
115K
$12.3M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
276+ 5.37% |
$23.6K - $27.1K
|
5.42K
$578K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
273+ 12.99% |
$23.3K - $26.8K
|
2.38K
$254K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
271+ 1.55% |
$23.2K - $26.6K
|
17.7K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
271New |
$23.2K - $26.6K
|
271
$28.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
271New |
$23.2K - $26.6K
|
271
$28.9K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
264+ 0.45% |
$22.6K - $26K
|
58.5K
$6.25M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
261+ 5.84% |
$22.3K - $25.7K
|
4.73K
$505K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
256+ 7.83% |
$21.9K - $25.2K
|
3.52K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
253+ 1.45% |
$21.6K - $24.9K
|
17.7K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
252+ 8.63% |
$21.5K - $24.8K
|
3.17K
$339K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
251New |
$21.4K - $24.7K
|
251
$26.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
250+ 4.21% |
$21.4K - $24.6K
|
6.19K
$661K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
250New |
$21.4K - $24.6K
|
250
$26.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
242+ 3.07% |
$20.7K - $23.8K
|
8.11K
$866K
|