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 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-150- 1.6% |
$12.8K - $14.7K
|
9.2K
$982K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-151- 3.24% |
$12.9K - $14.8K
|
4.51K
$481K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-155- 0.7% |
$13.2K - $15.2K
|
22K
$2.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-155- 2.48% |
$13.2K - $15.2K
|
6.09K
$651K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-156- 1.53% |
$13.3K - $15.3K
|
10.1K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-158- 0.81% |
$13.5K - $15.5K
|
19.3K
$2.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-162- 5.96% |
$13.8K - $15.9K
|
2.55K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-163- 0.5% |
$13.9K - $16K
|
32.7K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-165- 0.93% |
$14.1K - $16.2K
|
17.7K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-166- 5.16% |
$14.2K - $16.3K
|
3.05K
$326K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-169- 10.25% |
$14.4K - $16.6K
|
1.48K
$158K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-170- 3.72% |
$14.5K - $16.7K
|
4.4K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-171- 6.51% |
$14.6K - $16.8K
|
2.46K
$262K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-174- 63.27% |
$14.9K - $17.1K
|
101
$10.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-174- 2.14% |
$14.9K - $17.1K
|
7.97K
$851K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-175- 14.19% |
$15K - $17.2K
|
1.06K
$113K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-176- 1.6% |
$15K - $17.3K
|
10.8K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-179- 9.34% |
$15.3K - $17.6K
|
1.74K
$186K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-179- 4.73% |
$15.3K - $17.6K
|
3.6K
$385K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-180- 41.76% |
$15.4K - $17.7K
|
251
$26.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-182- 7.66% |
$15.6K - $17.9K
|
2.2K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-182- 1.55% |
$15.6K - $17.9K
|
11.6K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-182- 1.77% |
$15.6K - $17.9K
|
10.1K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-183- 3.4% |
$15.6K - $18K
|
5.21K
$556K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-183- 1.43% |
$15.6K - $18K
|
12.6K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-187- 4.2% |
$16K - $18.4K
|
4.26K
$455K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-188- 9.89% |
$16.1K - $18.5K
|
1.71K
$183K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-190- 2.37% |
$16.2K - $18.7K
|
7.84K
$837K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-190- 9.14% |
$16.2K - $18.7K
|
1.89K
$202K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-192- 10.51% |
$16.4K - $18.9K
|
1.63K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-193- 0.12% |
$16.5K - $19K
|
156K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-193- 7.63% |
$16.5K - $19K
|
2.34K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-194- 0.21% |
$16.6K - $19.1K
|
90.3K
$9.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-195- 11.34% |
$16.7K - $19.2K
|
1.53K
$163K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-196- 31.41% |
$16.7K - $19.3K
|
428
$45.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-198- 17.17% |
$16.9K - $19.5K
|
955
$102K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-200- 1.52% |
$17.1K - $19.7K
|
13K
$1.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-200- 0.18% |
$17.1K - $19.7K
|
111K
$11.9M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.09% |
$17.1K - $19.7K
|
211K
$22.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-201- 3.12% |
$17.2K - $19.8K
|
6.23K
$666K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-204- 4.86% |
$17.4K - $20.1K
|
3.99K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-204- 12.29% |
$17.4K - $20.1K
|
1.46K
$156K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-205- 7.06% |
$17.5K - $20.2K
|
2.7K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-206- 6.02% |
$17.6K - $20.3K
|
3.22K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-208- 0.43% |
$17.8K - $20.4K
|
48.2K
$5.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-211- 6.38% |
$18K - $20.7K
|
3.1K
$331K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-213- 3.16% |
$18.2K - $20.9K
|
6.52K
$696K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-221- 2.23% |
$18.9K - $21.7K
|
9.7K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-222- 8.15% |
$19K - $21.8K
|
2.5K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-223- 6.52% |
$19.1K - $21.9K
|
3.2K
$341K
|