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 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
36+ 1.0% |
$3.08K - $3.54K
|
3.65K
$390K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
35+ 0.49% |
$2.99K - $3.44K
|
7.22K
$771K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
35+ 1.22% |
$2.99K - $3.44K
|
2.9K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
35+ 0.55% |
$2.99K - $3.44K
|
6.42K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
35+ 1.22% |
$2.99K - $3.44K
|
2.91K
$310K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
34+ 0.71% |
$2.9K - $3.34K
|
4.8K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
33+ 0.79% |
$2.82K - $3.24K
|
4.2K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32+ 35.16% |
$2.73K - $3.15K
|
123
$13.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
31New |
$2.65K - $3.05K
|
31
$3.31K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
28+ 1.05% |
$2.39K - $2.75K
|
2.69K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
28+ 0.22% |
$2.39K - $2.75K
|
12.9K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
28+ 0.39% |
$2.39K - $2.75K
|
7.23K
$772K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
26+ 8.05% |
$2.22K - $2.56K
|
349
$37.3K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25+ 0.78% |
$2.14K - $2.46K
|
3.25K
$347K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
24+ 0.36% |
$2.05K - $2.36K
|
6.62K
$707K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
24+ 0.13% |
$2.05K - $2.36K
|
18K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
23+ 0.85% |
$1.97K - $2.26K
|
2.72K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
21New |
$1.79K - $2.06K
|
21
$2.24K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
21+ 0.92% |
$1.79K - $2.06K
|
2.29K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20+ 0.26% |
$1.71K - $1.97K
|
7.8K
$833K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
19+ 0.67% |
$1.62K - $1.87K
|
2.87K
$306K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19+ 20.21% |
$1.62K - $1.87K
|
113
$12.1K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.75% |
$1.45K - $1.67K
|
2.29K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
17+ 0.36% |
$1.45K - $1.67K
|
4.8K
$512K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 0.07% |
$1.28K - $1.47K
|
22.8K
$2.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
15+ 0.56% |
$1.28K - $1.47K
|
2.69K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15+ 0.32% |
$1.28K - $1.47K
|
4.68K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 0.68% |
$1.28K - $1.47K
|
2.22K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
15+ 0.23% |
$1.28K - $1.47K
|
6.45K
$689K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
14+ 0.29% |
$1.2K - $1.38K
|
4.9K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14+ 0.08% |
$1.2K - $1.38K
|
17.6K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 1.08% |
$1.2K - $1.38K
|
1.31K
$140K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
13+ 0.3% |
$1.11K - $1.28K
|
4.37K
$467K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
12+ 0.23% |
$1.03K - $1.18K
|
5.26K
$562K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 2.1% |
$1.03K - $1.18K
|
584
$62.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.35% |
$940 - $1.08K
|
3.17K
$338K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
11+ 0.17% |
$940 - $1.08K
|
6.59K
$704K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
11+ 0.16% |
$940 - $1.08K
|
7.07K
$755K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
11+ 0.39% |
$940 - $1.08K
|
2.85K
$304K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
11+ 0.17% |
$940 - $1.08K
|
6.52K
$697K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10+ 0.89% |
$854 - $983
|
1.13K
$121K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
10+ 0.18% |
$854 - $983
|
5.47K
$584K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 0.86% |
$854 - $983
|
1.17K
$125K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 1.03% |
$769 - $885
|
884
$94.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.2% |
$769 - $885
|
4.61K
$493K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9+ 0.87% |
$769 - $885
|
1.04K
$111K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
9+ 0.22% |
$769 - $885
|
4.14K
$442K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.14% |
$769 - $885
|
6.53K
$697K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
9+ 0.43% |
$769 - $885
|
2.11K
$225K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8New |
$684 - $786
|
8
$854
|