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
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-366- 7.69% |
$31.3K - $36K
|
4.39K
$515K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-367- 11.02% |
$31.4K - $36.1K
|
2.96K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-367- 11.6% |
$31.4K - $36.1K
|
2.8K
$328K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-369- 6.2% |
$31.5K - $36.3K
|
5.58K
$654K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-373- 13.62% |
$31.9K - $36.7K
|
2.37K
$277K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-374- 5.72% |
$32K - $36.8K
|
6.17K
$723K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-375- 17.31% |
$32K - $36.9K
|
1.79K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-376- 2.91% |
$32.1K - $37K
|
12.5K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-383- 3.78% |
$32.7K - $37.7K
|
9.75K
$1.14M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-385- 7.78% |
$32.9K - $37.8K
|
4.56K
$534K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-390- 15.32% |
$33.3K - $38.3K
|
2.16K
$253K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-392- 0.2% |
$33.5K - $38.5K
|
192K
$22.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-392- 1.19% |
$33.5K - $38.5K
|
32.5K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-393- 12.17% |
$33.6K - $38.6K
|
2.84K
$332K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-399- 3.67% |
$34.1K - $39.2K
|
10.5K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-401- 22.08% |
$34.3K - $39.4K
|
1.42K
$166K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-405- 6.32% |
$34.6K - $39.8K
|
6K
$703K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-408- 1.68% |
$34.9K - $40.1K
|
23.8K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-409- 14.38% |
$34.9K - $40.2K
|
2.44K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-420- 6.21% |
$35.9K - $41.3K
|
6.34K
$743K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-421- 5.09% |
$36K - $41.4K
|
7.85K
$920K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-422- 12.02% |
$36.1K - $41.5K
|
3.09K
$362K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-423- 12.0% |
$36.1K - $41.6K
|
3.1K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-428- 5.69% |
$36.6K - $42.1K
|
7.09K
$831K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-432- 9.7% |
$36.9K - $42.5K
|
4.02K
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-434- 9.7% |
$37.1K - $42.7K
|
4.04K
$473K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-438- 3.99% |
$37.4K - $43.1K
|
10.5K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-440- 4.18% |
$37.6K - $43.3K
|
10.1K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-441- 6.53% |
$37.7K - $43.4K
|
6.32K
$740K
|
|
|
Jan 18, 2024
Q4 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-445- 0.86% |
$38K - $43.7K
|
51.4K
$6.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-456- 12.11% |
$39K - $44.8K
|
3.31K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-460- 2.6% |
$39.3K - $45.2K
|
17.2K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-462- 3.38% |
$39.5K - $45.4K
|
13.2K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-466- 8.33% |
$39.8K - $45.8K
|
5.13K
$601K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-466- 1.21% |
$39.8K - $45.8K
|
38.2K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-477- 0.87% |
$40.8K - $46.9K
|
54.6K
$6.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-479- 18.02% |
$40.9K - $47.1K
|
2.18K
$255K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-488- 13.17% |
$41.7K - $48K
|
3.22K
$377K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-491- 12.01% |
$42K - $48.3K
|
3.6K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-499- 17.13% |
$42.6K - $49.1K
|
2.41K
$283K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-500- 18.08% |
$42.7K - $49.2K
|
2.27K
$266K
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-500- 7.97% |
$42.7K - $49.2K
|
5.78K
$677K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-500- 1.39% |
$42.7K - $49.2K
|
35.5K
$4.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-506- 9.92% |
$43.2K - $49.7K
|
4.6K
$539K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-509- 3.67% |
$43.5K - $50K
|
13.3K
$1.56M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-513- 19.74% |
$43.8K - $50.4K
|
2.09K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-515- 2.05% |
$44K - $50.6K
|
24.6K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-517- 1.62% |
$44.2K - $50.8K
|
31.4K
$3.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-523- 1.97% |
$44.7K - $51.4K
|
26K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-524- 2.76% |
$44.8K - $51.5K
|
18.5K
$2.17M
|