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 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-225- 8.35% |
$19.2K - $22.1K
|
2.47K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-226- 9.17% |
$19.3K - $22.2K
|
2.24K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-229- 0.08% |
$19.6K - $22.5K
|
286K
$30.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-231- 5.35% |
$19.7K - $22.7K
|
4.09K
$436K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-234- 1.47% |
$20K - $23K
|
15.7K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-236- 2.63% |
$20.2K - $23.2K
|
8.74K
$934K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-238- 5.91% |
$20.3K - $23.4K
|
3.79K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-238- 1.53% |
$20.3K - $23.4K
|
15.3K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-239- 0.88% |
$20.4K - $23.5K
|
27K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-245- 7.47% |
$20.9K - $24.1K
|
3.04K
$324K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-246- 1.19% |
$21K - $24.2K
|
20.5K
$2.19M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-247- 5.4% |
$21.1K - $24.3K
|
4.33K
$462K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-248- 7.57% |
$21.2K - $24.4K
|
3.03K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-251- 1.11% |
$21.4K - $24.7K
|
22.4K
$2.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-255- 8.94% |
$21.8K - $25.1K
|
2.6K
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-258- 3.33% |
$22K - $25.4K
|
7.5K
$801K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-258- 10.43% |
$22K - $25.4K
|
2.22K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-259- 1.51% |
$22.1K - $25.5K
|
16.8K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-259- 5.85% |
$22.1K - $25.5K
|
4.17K
$445K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-260- 90.28% |
$22.2K - $25.6K
|
28
$2.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-261- 0.2% |
$22.3K - $25.7K
|
131K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-263- 3.23% |
$22.5K - $25.9K
|
7.89K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-264- 7.31% |
$22.6K - $26K
|
3.35K
$358K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-266- 1.24% |
$22.7K - $26.2K
|
21.1K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-268- 5.56% |
$22.9K - $26.3K
|
4.55K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-269- 7.9% |
$23K - $26.4K
|
3.14K
$335K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-271- 0.53% |
$23.2K - $26.6K
|
50.9K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-274- 58.05% |
$23.4K - $26.9K
|
198
$21.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-276- 1.89% |
$23.6K - $27.1K
|
14.3K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-276- 1.86% |
$23.6K - $27.1K
|
14.5K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-276- 0.07% |
$23.6K - $27.1K
|
420K
$44.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-277- 8.03% |
$23.7K - $27.2K
|
3.17K
$339K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-277- 8.03% |
$23.7K - $27.2K
|
3.17K
$339K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-278- 8.73% |
$23.8K - $27.3K
|
2.91K
$310K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-279- 5.11% |
$23.8K - $27.4K
|
5.18K
$554K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-279- 63.41% |
$23.8K - $27.4K
|
161
$17.2K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-280- 0.43% |
$23.9K - $27.5K
|
65.1K
$6.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-280- 34.15% |
$23.9K - $27.5K
|
540
$57.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-281- 5.82% |
$24K - $27.6K
|
4.55K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-281- 1.43% |
$24K - $27.6K
|
19.3K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-283- 2.32% |
$24.2K - $27.8K
|
11.9K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-284- 4.83% |
$24.3K - $27.9K
|
5.59K
$597K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-286- 3.99% |
$24.4K - $28.1K
|
6.88K
$735K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-287- 1.32% |
$24.5K - $28.2K
|
21.4K
$2.28M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-288- 0.95% |
$24.6K - $28.3K
|
30K
$3.21M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-289- 8.54% |
$24.7K - $28.4K
|
3.1K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-292- 2.92% |
$24.9K - $28.7K
|
9.7K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-292- 2.17% |
$24.9K - $28.7K
|
13.1K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-295- 7.29% |
$25.2K - $29K
|
3.75K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-296- 2.04% |
$25.3K - $29.1K
|
14.2K
$1.52M
|