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 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-297- 0.85% |
$25.4K - $29.2K
|
34.7K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-297- 10.73% |
$25.4K - $29.2K
|
2.47K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-299- 8.77% |
$25.5K - $29.4K
|
3.11K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-302- 0.63% |
$25.8K - $29.7K
|
47.5K
$5.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-302- 8.0% |
$25.8K - $29.7K
|
3.47K
$371K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-303- 2.18% |
$25.9K - $29.8K
|
13.6K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-304- 6.57% |
$26K - $29.9K
|
4.32K
$461K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-304- 1.16% |
$26K - $29.9K
|
25.8K
$2.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-305- 2.63% |
$26.1K - $30K
|
11.3K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-306- 2.9% |
$26.1K - $30.1K
|
10.2K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-307- 4.75% |
$26.2K - $30.2K
|
6.16K
$657K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-308- 7.23% |
$26.3K - $30.3K
|
3.95K
$422K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-311- 3.46% |
$26.6K - $30.6K
|
8.68K
$927K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-314- 5.85% |
$26.8K - $30.9K
|
5.06K
$540K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-315- 1.46% |
$26.9K - $31K
|
21.3K
$2.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-315- 1.65% |
$26.9K - $31K
|
18.8K
$2.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-316- 2.84% |
$27K - $31.1K
|
10.8K
$1.15M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-320- 3.11% |
$27.3K - $31.5K
|
9.96K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-320- 7.28% |
$27.3K - $31.5K
|
4.08K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-322- 1.43% |
$27.5K - $31.7K
|
22.2K
$2.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-324- 2.13% |
$27.7K - $31.9K
|
14.9K
$1.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-325- 3.15% |
$27.8K - $32K
|
9.99K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-325- 2.23% |
$27.8K - $32K
|
14.2K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-325- 1.22% |
$27.8K - $32K
|
26.2K
$2.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-329- 6.57% |
$28.1K - $32.3K
|
4.68K
$500K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-330- 9.31% |
$28.2K - $32.4K
|
3.21K
$343K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-331- 13.76% |
$28.3K - $32.5K
|
2.07K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-331- 3.24% |
$28.3K - $32.5K
|
9.89K
$1.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-333- 9.56% |
$28.5K - $32.7K
|
3.15K
$337K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-333- 0.9% |
$28.5K - $32.7K
|
36.5K
$3.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-334- 5.86% |
$28.5K - $32.8K
|
5.37K
$573K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-345- 0.79% |
$29.5K - $33.9K
|
43.2K
$4.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-345- 5.47% |
$29.5K - $33.9K
|
5.96K
$637K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-345- 29.26% |
$29.5K - $33.9K
|
834
$89.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-347- 3.72% |
$29.6K - $34.1K
|
8.99K
$960K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-348- 1.37% |
$29.7K - $34.2K
|
25K
$2.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-360- 8.01% |
$30.8K - $35.4K
|
4.13K
$442K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-365- 5.67% |
$31.2K - $35.9K
|
6.08K
$649K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-365- 6.04% |
$31.2K - $35.9K
|
5.68K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-366- 7.69% |
$31.3K - $36K
|
4.39K
$469K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-367- 11.02% |
$31.4K - $36.1K
|
2.96K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-367- 11.6% |
$31.4K - $36.1K
|
2.8K
$299K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-369- 6.2% |
$31.5K - $36.3K
|
5.58K
$596K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-373- 13.62% |
$31.9K - $36.7K
|
2.37K
$253K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-374- 5.72% |
$32K - $36.8K
|
6.17K
$659K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-375- 17.31% |
$32K - $36.9K
|
1.79K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-376- 2.91% |
$32.1K - $37K
|
12.5K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-383- 3.78% |
$32.7K - $37.7K
|
9.75K
$1.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-385- 7.78% |
$32.9K - $37.8K
|
4.56K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-390- 15.32% |
$33.3K - $38.3K
|
2.16K
$230K
|