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 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
239+ 1.0% |
$20.4K - $23.5K
|
24.2K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
235+ 4.59% |
$20.1K - $23.1K
|
5.36K
$572K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
233+ 6.03% |
$19.9K - $22.9K
|
4.1K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
233+ 10.81% |
$19.9K - $22.9K
|
2.39K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
231+ 2.3% |
$19.7K - $22.7K
|
10.3K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
230+ 9.6% |
$19.7K - $22.6K
|
2.63K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
229New |
$19.6K - $22.5K
|
229
$24.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
226+ 2.26% |
$19.3K - $22.2K
|
10.2K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
225New |
$19.2K - $22.1K
|
225
$24K
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
224+ 11.19% |
$19.1K - $22K
|
2.23K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
219+ 8.46% |
$18.7K - $21.5K
|
2.81K
$300K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
218+ 3.97% |
$18.6K - $21.4K
|
5.72K
$611K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
214+ 3.84% |
$18.3K - $21K
|
5.79K
$618K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
212+ 1.02% |
$18.1K - $20.8K
|
21K
$2.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
210+ 12.49% |
$17.9K - $20.6K
|
1.89K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
210+ 7.26% |
$17.9K - $20.6K
|
3.1K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
209+ 4.34% |
$17.9K - $20.5K
|
5.03K
$537K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
209+ 6.13% |
$17.9K - $20.5K
|
3.62K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
208+ 2.39% |
$17.8K - $20.4K
|
8.89K
$950K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
205+ 2.98% |
$17.5K - $20.2K
|
7.07K
$755K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
200New |
$17.1K - $19.7K
|
200
$21.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
199+ 4.3% |
$17K - $19.6K
|
4.83K
$516K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
197+ 1.0% |
$16.8K - $19.4K
|
19.9K
$2.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
195+ 3.05% |
$16.7K - $19.2K
|
6.59K
$704K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
195+ 1.78% |
$16.7K - $19.2K
|
11.2K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
195+ 19.9% |
$16.7K - $19.2K
|
1.18K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
193+ 8.49% |
$16.5K - $19K
|
2.47K
$264K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
192+ 5.69% |
$16.4K - $18.9K
|
3.57K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
191+ 0.95% |
$16.3K - $18.8K
|
20.3K
$2.17M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
188+ 20.02% |
$16.1K - $18.5K
|
1.13K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
187+ 2.07% |
$16K - $18.4K
|
9.24K
$987K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
186+ 3.36% |
$15.9K - $18.3K
|
5.72K
$611K
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
184+ 1.5% |
$15.7K - $18.1K
|
12.5K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
183+ 2.16% |
$15.6K - $18K
|
8.67K
$926K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
182+ 4.12% |
$15.6K - $17.9K
|
4.6K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
175+ 59.12% |
$15K - $17.2K
|
471
$50.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
174+ 0.38% |
$14.9K - $17.1K
|
46.1K
$4.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
173+ 1.58% |
$14.8K - $17K
|
11.1K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
173+ 5.19% |
$14.8K - $17K
|
3.5K
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
173+ 1.64% |
$14.8K - $17K
|
10.7K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
167+ 0.99% |
$14.3K - $16.4K
|
17K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
166New |
$14.2K - $16.3K
|
166
$17.7K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
166New |
$14.2K - $16.3K
|
166
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
165+ 3.98% |
$14.1K - $16.2K
|
4.32K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
164+ 5.39% |
$14K - $16.1K
|
3.2K
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
164+ 1.89% |
$14K - $16.1K
|
8.82K
$942K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
163+ 0.75% |
$13.9K - $16K
|
22K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
162+ 0.84% |
$13.8K - $15.9K
|
19.3K
$2.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
161+ 1.95% |
$13.8K - $15.8K
|
8.44K
$901K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
160+ 5.2% |
$13.7K - $15.7K
|
3.24K
$346K
|