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 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-14- 51.85% |
$1.2K - $1.38K
|
13
$1.41K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-16- 0.43% |
$1.37K - $1.57K
|
3.72K
$402K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16- 0.65% |
$1.37K - $1.57K
|
2.45K
$265K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-16- 0.1% |
$1.37K - $1.57K
|
16.4K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-16- 0.07% |
$1.37K - $1.57K
|
23.2K
$2.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-17- 0.68% |
$1.45K - $1.67K
|
2.47K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 11.04% |
$1.54K - $1.77K
|
145
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-18- 20.45% |
$1.54K - $1.77K
|
70
$7.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-18- 0.22% |
$1.54K - $1.77K
|
8K
$866K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-20- 0.16% |
$1.71K - $1.97K
|
12.5K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20- 0.65% |
$1.71K - $1.97K
|
3.08K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-21- 0.58% |
$1.79K - $2.06K
|
3.63K
$393K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-22- 0.08% |
$1.88K - $2.16K
|
28.5K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-23- 0.12% |
$1.97K - $2.26K
|
18.4K
$2M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-25- 0.63% |
$2.14K - $2.46K
|
3.94K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-25- 0.14% |
$2.14K - $2.46K
|
18K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-25- 0.07% |
$2.14K - $2.46K
|
33.8K
$3.66M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-26- 1.1% |
$2.22K - $2.56K
|
2.34K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-26- 0.89% |
$2.22K - $2.56K
|
2.88K
$312K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-27- 3.99% |
$2.31K - $2.65K
|
649
$70.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-27- 0.53% |
$2.31K - $2.65K
|
5.05K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27- 1.03% |
$2.31K - $2.65K
|
2.6K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28- 0.43% |
$2.39K - $2.75K
|
6.41K
$694K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-30- 0.38% |
$2.56K - $2.95K
|
7.8K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-30- 0.94% |
$2.56K - $2.95K
|
3.18K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-31- 1.96% |
$2.65K - $3.05K
|
1.55K
$168K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-32- 0.25% |
$2.73K - $3.15K
|
12.5K
$1.36M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-33- 0.87% |
$2.82K - $3.24K
|
3.78K
$409K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-33- 0.81% |
$2.82K - $3.24K
|
4.05K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-33- 0.63% |
$2.82K - $3.24K
|
5.24K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-35- 1.27% |
$2.99K - $3.44K
|
2.72K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-36- 15.38% |
$3.08K - $3.54K
|
198
$21.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-36- 11.54% |
$3.08K - $3.54K
|
276
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-36- 15.38% |
$3.08K - $3.54K
|
198
$21.4K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-37- 1.49% |
$3.16K - $3.64K
|
2.45K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 20.0% |
$3.16K - $3.64K
|
148
$16K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-38- 1.79% |
$3.25K - $3.74K
|
2.09K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 2.23% |
$3.33K - $3.83K
|
1.71K
$185K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-40- 0.4% |
$3.42K - $3.93K
|
9.92K
$1.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 1.16% |
$3.42K - $3.93K
|
3.41K
$369K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-41- 2.07% |
$3.5K - $4.03K
|
1.94K
$210K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-43- 0.85% |
$3.67K - $4.23K
|
5.04K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-43- 0.47% |
$3.67K - $4.23K
|
9.19K
$995K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-44- 0.58% |
$3.76K - $4.33K
|
7.49K
$811K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-45- 1.12% |
$3.84K - $4.42K
|
3.98K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-47- 13.24% |
$4.02K - $4.62K
|
308
$33.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-47- 1.58% |
$4.02K - $4.62K
|
2.93K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-48- 0.77% |
$4.1K - $4.72K
|
6.21K
$672K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-50- 1.68% |
$4.27K - $4.92K
|
2.94K
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-50- 0.92% |
$4.27K - $4.92K
|
5.38K
$582K
|