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 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
159+ 0.23% |
$13.6K - $15.6K
|
70.5K
$7.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
159+ 6.9% |
$13.6K - $15.6K
|
2.46K
$263K
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
159+ 0.23% |
$13.6K - $15.6K
|
70.5K
$7.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
156+ 3.83% |
$13.3K - $15.3K
|
4.22K
$451K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
156+ 4.51% |
$13.3K - $15.3K
|
3.62K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
155+ 5.75% |
$13.2K - $15.2K
|
2.85K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
154+ 3.83% |
$13.2K - $15.1K
|
4.17K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
153+ 1.09% |
$13.1K - $15K
|
14.2K
$1.52M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
150+ 5.1% |
$12.8K - $14.7K
|
3.09K
$330K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
149+ 0.72% |
$12.7K - $14.6K
|
20.8K
$2.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
145+ 1.38% |
$12.4K - $14.3K
|
10.6K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
145+ 2.46% |
$12.4K - $14.3K
|
6.04K
$646K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
144+ 5.48% |
$12.3K - $14.2K
|
2.77K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
144+ 0.83% |
$12.3K - $14.2K
|
17.5K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
139+ 2.19% |
$11.9K - $13.7K
|
6.48K
$692K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
137New |
$11.7K - $13.5K
|
137
$14.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
135+ 5.4% |
$11.5K - $13.3K
|
2.63K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
135+ 3.86% |
$11.5K - $13.3K
|
3.64K
$388K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
134+ 2.73% |
$11.4K - $13.2K
|
5.05K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
132+ 3.61% |
$11.3K - $13K
|
3.79K
$405K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
130+ 2.02% |
$11.1K - $12.8K
|
6.57K
$701K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
130New |
$11.1K - $12.8K
|
130
$13.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
129+ 0.25% |
$11K - $12.7K
|
52.2K
$5.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
128+ 0.8% |
$10.9K - $12.6K
|
16.1K
$1.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
126+ 1.89% |
$10.8K - $12.4K
|
6.8K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
126+ 1.17% |
$10.8K - $12.4K
|
10.9K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
117+ 5.11% |
$10K - $11.5K
|
2.41K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
116+ 10.09% |
$9.91K - $11.4K
|
1.27K
$135K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
115+ 8.2% |
$9.83K - $11.3K
|
1.52K
$162K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
115+ 3.09% |
$9.83K - $11.3K
|
3.83K
$409K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
115+ 0.42% |
$9.83K - $11.3K
|
27.5K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
115+ 0.86% |
$9.83K - $11.3K
|
13.5K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
114+ 0.93% |
$9.74K - $11.2K
|
12.4K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
113New |
$9.65K - $11.1K
|
113
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
112+ 0.43% |
$9.57K - $11K
|
26.3K
$2.8M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
110+ 1.4% |
$9.4K - $10.8K
|
7.95K
$849K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
110+ 0.6% |
$9.4K - $10.8K
|
18.4K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
108+ 3.98% |
$9.23K - $10.6K
|
2.82K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
105+ 1.05% |
$8.97K - $10.3K
|
10.1K
$1.08M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
102+ 2.23% |
$8.71K - $10K
|
4.67K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
101New |
$8.63K - $9.93K
|
101
$10.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 0.4% |
$8.54K - $9.83K
|
24.9K
$2.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
100New |
$8.54K - $9.83K
|
100
$10.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
100+ 0.47% |
$8.54K - $9.83K
|
21.3K
$2.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 1.31% |
$8.54K - $9.83K
|
7.71K
$824K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
100+ 1.09% |
$8.54K - $9.83K
|
9.26K
$989K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
95+ 3.69% |
$8.12K - $9.34K
|
2.67K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
95+ 0.92% |
$8.12K - $9.34K
|
10.5K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
94+ 0.21% |
$8.03K - $9.24K
|
44.7K
$4.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
92+ 74.8% |
$7.86K - $9.04K
|
215
$23K
|