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 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
91+ 1.75% |
$7.78K - $8.95K
|
5.29K
$565K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
88+ 1.24% |
$7.52K - $8.65K
|
7.17K
$766K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
87New |
$7.43K - $8.55K
|
87
$9.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
85New |
$7.26K - $8.36K
|
85
$9.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
84New |
$7.18K - $8.26K
|
84
$8.97K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
83+ 1.94% |
$7.09K - $8.16K
|
4.36K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
82+ 0.66% |
$7.01K - $8.06K
|
12.5K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
80+ 6.54% |
$6.84K - $7.86K
|
1.3K
$139K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
77+ 0.61% |
$6.58K - $7.57K
|
12.7K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
77New |
$6.58K - $7.57K
|
77
$8.22K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.7% |
$6.58K - $7.57K
|
4.61K
$492K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
76+ 3.06% |
$6.49K - $7.47K
|
2.56K
$273K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
75+ 0.66% |
$6.41K - $7.37K
|
11.4K
$1.22M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
70+ 350.0% |
$5.98K - $6.88K
|
90
$9.61K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
70+ 0.0% |
$5.98K - $6.88K
|
70.4M
$7.51B
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
69+ 2.52% |
$5.9K - $6.78K
|
2.8K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
68+ 0.25% |
$5.81K - $6.69K
|
26.8K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
68+ 2.11% |
$5.81K - $6.69K
|
3.29K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
68+ 0.28% |
$5.81K - $6.69K
|
24.4K
$2.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
67+ 0.28% |
$5.72K - $6.59K
|
24.3K
$2.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
67+ 3.71% |
$5.72K - $6.59K
|
1.87K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
66+ 0.08% |
$5.64K - $6.49K
|
78.3K
$8.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
66+ 1.42% |
$5.64K - $6.49K
|
4.7K
$502K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
65+ 1.47% |
$5.55K - $6.39K
|
4.47K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
63+ 1.94% |
$5.38K - $6.19K
|
3.31K
$353K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
63New |
$5.38K - $6.19K
|
63
$6.73K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
62+ 2.48% |
$5.3K - $6.1K
|
2.56K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
61+ 12.15% |
$5.21K - $6K
|
563
$60.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
61+ 8.07% |
$5.21K - $6K
|
817
$87.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
61New |
$5.21K - $6K
|
61
$6.52K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
60+ 48.78% |
$5.13K - $5.9K
|
183
$19.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
58+ 0.42% |
$4.96K - $5.7K
|
13.8K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
56+ 1.73% |
$4.78K - $5.51K
|
3.29K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
54+ 2.16% |
$4.61K - $5.31K
|
2.55K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
51+ 0.9% |
$4.36K - $5.01K
|
5.69K
$608K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50+ 6.81% |
$4.27K - $4.92K
|
784
$83.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
50+ 0.98% |
$4.27K - $4.92K
|
5.13K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 1.49% |
$4.27K - $4.92K
|
3.4K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
49New |
$4.19K - $4.82K
|
49
$5.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
48+ 4.04% |
$4.1K - $4.72K
|
1.24K
$132K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.26% |
$4.02K - $4.62K
|
18.3K
$1.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
45+ 1.02% |
$3.84K - $4.42K
|
4.46K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
44+ 0.69% |
$3.76K - $4.33K
|
6.45K
$689K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
44+ 1.78% |
$3.76K - $4.33K
|
2.51K
$268K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
42+ 5.32% |
$3.59K - $4.13K
|
832
$88.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$3.59K - $4.13K
|
42
$4.49K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
38+ 1.03% |
$3.25K - $3.74K
|
3.74K
$400K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
38+ 2.76% |
$3.25K - $3.74K
|
1.41K
$151K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
37+ 0.85% |
$3.16K - $3.64K
|
4.38K
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
37New |
$3.16K - $3.64K
|
37
$3.95K
|