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 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-87- 2.01% |
$7.43K - $8.55K
|
4.23K
$496K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-88- 1.93% |
$7.52K - $8.65K
|
4.48K
$524K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-90- 2.17% |
$7.69K - $8.85K
|
4.05K
$474K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-92- 10.67% |
$7.86K - $9.04K
|
770
$90.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-93- 3.18% |
$7.95K - $9.14K
|
2.83K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-93- 1.29% |
$7.95K - $9.14K
|
7.14K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-93- 24.87% |
$7.95K - $9.14K
|
281
$32.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-99- 1.62% |
$8.46K - $9.73K
|
6.02K
$705K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.75% |
$8.54K - $9.83K
|
5.6K
$656K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-100- 0.51% |
$8.54K - $9.83K
|
19.5K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-100- 0.74% |
$8.54K - $9.83K
|
13.4K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-100- 2.93% |
$8.54K - $9.83K
|
3.32K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-100- 6.79% |
$8.54K - $9.83K
|
1.37K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 2.57% |
$8.54K - $9.83K
|
3.79K
$444K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-102- 4.44% |
$8.71K - $10K
|
2.19K
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-103- 2.37% |
$8.8K - $10.1K
|
4.23K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-103- 1.23% |
$8.8K - $10.1K
|
8.27K
$969K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-104- 3.65% |
$8.89K - $10.2K
|
2.75K
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-104- 1.98% |
$8.89K - $10.2K
|
5.15K
$603K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-105- 3.48% |
$8.97K - $10.3K
|
2.91K
$341K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-109- 45.42% |
$9.31K - $10.7K
|
131
$15.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-110- 11.69% |
$9.4K - $10.8K
|
831
$97.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-111- 2.06% |
$9.48K - $10.9K
|
5.28K
$619K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-113- 0.44% |
$9.65K - $11.1K
|
25.6K
$3M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-113- 4.91% |
$9.65K - $11.1K
|
2.19K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-113- 2.08% |
$9.65K - $11.1K
|
5.32K
$624K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-114- 2.03% |
$9.74K - $11.2K
|
5.5K
$644K
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-115- 1.47% |
$9.83K - $11.3K
|
7.72K
$904K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-115- 40.64% |
$9.83K - $11.3K
|
168
$19.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-116- 0.58% |
$9.91K - $11.4K
|
19.9K
$2.33M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-116- 4.08% |
$9.91K - $11.4K
|
2.73K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-116- 0.35% |
$9.91K - $11.4K
|
32.6K
$3.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-118- 0.41% |
$10.1K - $11.6K
|
28.6K
$3.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-118- 1.19% |
$10.1K - $11.6K
|
9.8K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-118- 0.27% |
$10.1K - $11.6K
|
43.7K
$5.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-119- 0.07% |
$10.2K - $11.7K
|
159K
$18.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-122- 1.49% |
$10.4K - $12K
|
8.09K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-122- 3.39% |
$10.4K - $12K
|
3.48K
$408K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-125- 5.25% |
$10.7K - $12.3K
|
2.26K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-125- 2.37% |
$10.7K - $12.3K
|
5.15K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-125- 94.7% |
$10.7K - $12.3K
|
7
$820
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-125- 1.27% |
$10.7K - $12.3K
|
9.71K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-125- 3.64% |
$10.7K - $12.3K
|
3.31K
$388K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-129- 2.89% |
$11K - $12.7K
|
4.34K
$509K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-129- 4.82% |
$11K - $12.7K
|
2.55K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-130- 0.16% |
$11.1K - $12.8K
|
79.6K
$9.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-134- 3.58% |
$11.4K - $13.2K
|
3.6K
$422K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-135- 4.33% |
$11.5K - $13.3K
|
2.98K
$350K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-138- 3.11% |
$11.8K - $13.6K
|
4.3K
$504K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-138- 2.24% |
$11.8K - $13.6K
|
6.03K
$707K
|