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 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-41- 2.07% |
$3.5K - $4.03K
|
1.94K
$227K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-43- 0.85% |
$3.67K - $4.23K
|
5.04K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-43- 0.47% |
$3.67K - $4.23K
|
9.19K
$1.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-44- 0.58% |
$3.76K - $4.33K
|
7.49K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-45- 1.12% |
$3.84K - $4.42K
|
3.98K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-47- 13.24% |
$4.02K - $4.62K
|
308
$36.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-47- 1.58% |
$4.02K - $4.62K
|
2.93K
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-48- 0.77% |
$4.1K - $4.72K
|
6.21K
$727K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-50- 1.68% |
$4.27K - $4.92K
|
2.94K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-50- 0.92% |
$4.27K - $4.92K
|
5.38K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-50- 0.2% |
$4.27K - $4.92K
|
24.6K
$2.88M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-50- 4.52% |
$4.27K - $4.92K
|
1.06K
$124K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-51- 32.08% |
$4.36K - $5.01K
|
108
$12.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-51- 8.17% |
$4.36K - $5.01K
|
573
$67.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-52- 32.3% |
$4.44K - $5.11K
|
109
$12.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-53- 2.18% |
$4.53K - $5.21K
|
2.38K
$278K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-54- 18.24% |
$4.61K - $5.31K
|
242
$28.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-55- 3.91% |
$4.7K - $5.41K
|
1.35K
$159K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-57- 1.84% |
$4.87K - $5.6K
|
3.04K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-57- 7.39% |
$4.87K - $5.6K
|
714
$83.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-58- 2.25% |
$4.96K - $5.7K
|
2.52K
$296K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-63- 2.51% |
$5.38K - $6.19K
|
2.45K
$287K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-64- 1.0% |
$5.47K - $6.29K
|
6.34K
$743K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-65- 1.9% |
$5.55K - $6.39K
|
3.35K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-66- 0.93% |
$5.64K - $6.49K
|
7K
$820K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-68- 0.65% |
$5.81K - $6.69K
|
10.3K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-69- 0.96% |
$5.9K - $6.78K
|
7.14K
$837K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-69- 11.84% |
$5.9K - $6.78K
|
514
$60.2K
|
|
|
May 19, 2025
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-69- 3.01% |
$5.9K - $6.78K
|
2.23K
$261K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-70- 0.59% |
$5.98K - $6.88K
|
11.8K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-71- 0.4% |
$6.07K - $6.98K
|
17.7K
$2.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-72- 1.15% |
$6.15K - $7.08K
|
6.21K
$728K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-73- 0.39% |
$6.24K - $7.18K
|
18.6K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-74- 4.59% |
$6.32K - $7.27K
|
1.54K
$180K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-75- 2.94% |
$6.41K - $7.37K
|
2.48K
$290K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-75- 0.19% |
$6.41K - $7.37K
|
40.2K
$4.71M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-75- 0.87% |
$6.41K - $7.37K
|
8.57K
$1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-75- 0.61% |
$6.41K - $7.37K
|
12.2K
$1.43M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-76- 1.83% |
$6.49K - $7.47K
|
4.07K
$477K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-77- 3.98% |
$6.58K - $7.57K
|
1.86K
$217K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-77- 0.27% |
$6.58K - $7.57K
|
28.2K
$3.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-77- 1.45% |
$6.58K - $7.57K
|
5.25K
$615K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-79- 0.53% |
$6.75K - $7.77K
|
14.8K
$1.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-79- 1.95% |
$6.75K - $7.77K
|
3.98K
$466K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-79- 0.96% |
$6.75K - $7.77K
|
8.17K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-80- 0.52% |
$6.84K - $7.86K
|
15.3K
$1.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-82- 2.89% |
$7.01K - $8.06K
|
2.76K
$323K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-83- 0.89% |
$7.09K - $8.16K
|
9.21K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-85- 10.02% |
$7.26K - $8.36K
|
763
$89.4K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-86- 0.8% |
$7.35K - $8.45K
|
10.6K
$1.25M
|