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 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-558- 4.02% |
$47.7K - $54.9K
|
13.3K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-561- 8.45% |
$47.9K - $55.2K
|
6.08K
$649K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-561- 5.17% |
$47.9K - $55.2K
|
10.3K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-567- 10.35% |
$48.4K - $55.7K
|
4.91K
$525K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-572- 4.62% |
$48.9K - $56.2K
|
11.8K
$1.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-576- 4.31% |
$49.2K - $56.6K
|
12.8K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-576- 3.6% |
$49.2K - $56.6K
|
15.4K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-580- 1.11% |
$49.6K - $57K
|
51.9K
$5.54M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-583- 1.27% |
$49.8K - $57.3K
|
45.4K
$4.84M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-590- 3.08% |
$50.4K - $58K
|
18.6K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-598- 4.72% |
$51.1K - $58.8K
|
12.1K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-603- 3.61% |
$51.5K - $59.3K
|
16.1K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-610- 1.34% |
$52.1K - $60K
|
44.9K
$4.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-611- 10.58% |
$52.2K - $60.1K
|
5.17K
$552K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-620- 71.43% |
$53K - $61K
|
248
$26.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-621- 14.29% |
$53.1K - $61.1K
|
3.72K
$398K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-627- 1.95% |
$53.6K - $61.6K
|
31.5K
$3.36M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-627- 11.74% |
$53.6K - $61.6K
|
4.71K
$503K
|
|
|
Jan 18, 2024
Q4 2023
|
Nepsis Inc.
|
SELL
|
- |
-643- 3.66% |
$54.9K - $63.2K
|
16.9K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-657- 19.95% |
$56.1K - $64.6K
|
2.64K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-667- 8.81% |
$57K - $65.6K
|
6.9K
$737K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-669- 10.77% |
$57.2K - $65.8K
|
5.55K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-682- 4.74% |
$58.3K - $67K
|
13.7K
$1.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-688- 4.02% |
$58.8K - $67.6K
|
16.4K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-690- 2.3% |
$59K - $67.8K
|
29.3K
$3.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-696- 16.22% |
$59.5K - $68.4K
|
3.6K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-700- 9.28% |
$59.8K - $68.8K
|
6.84K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-707- 24.4% |
$60.4K - $69.5K
|
2.19K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-712- 7.72% |
$60.8K - $70K
|
8.51K
$909K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-712- 20.94% |
$60.8K - $70K
|
2.69K
$287K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-717- 33.6% |
$61.3K - $70.5K
|
1.42K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-720- 2.6% |
$61.5K - $70.8K
|
26.9K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-721- 13.65% |
$61.6K - $70.9K
|
4.56K
$487K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-724- 8.01% |
$61.9K - $71.2K
|
8.31K
$888K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-729- 2.68% |
$62.3K - $71.7K
|
26.4K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-739- 7.07% |
$63.1K - $72.7K
|
9.72K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-742- 3.14% |
$63.4K - $72.9K
|
22.9K
$2.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-754- 4.82% |
$64.4K - $74.1K
|
14.9K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-757- 5.24% |
$64.7K - $74.4K
|
13.7K
$1.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-764- 9.54% |
$65.3K - $75.1K
|
7.25K
$774K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-764- 8.59% |
$65.3K - $75.1K
|
8.13K
$868K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-770- 9.64% |
$65.8K - $75.7K
|
7.22K
$771K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-773- 14.1% |
$66K - $76K
|
4.71K
$503K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-776- 69.47% |
$66.3K - $76.3K
|
341
$36.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-776- 14.19% |
$66.3K - $76.3K
|
4.69K
$501K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-776- 69.47% |
$66.3K - $76.3K
|
341
$36.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-777- 0.9% |
$66.4K - $76.4K
|
85.8K
$9.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-781- 9.7% |
$66.7K - $76.8K
|
7.27K
$777K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-782- 2.0% |
$66.8K - $76.9K
|
38.4K
$4.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-785- 2.46% |
$67.1K - $77.2K
|
31.1K
$3.32M
|