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 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-792- 3.25% |
$67.7K - $77.9K
|
23.6K
$2.52M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-793- 2.47% |
$67.8K - $78K
|
31.3K
$3.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-797- 4.24% |
$68.1K - $78.4K
|
18K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-807- 9.66% |
$69K - $79.3K
|
7.55K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-815- 2.55% |
$69.6K - $80.1K
|
31.2K
$3.33M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-823- 0.75% |
$70.3K - $80.9K
|
109K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-827- 27.31% |
$70.7K - $81.3K
|
2.2K
$235K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-830- 2.0% |
$70.9K - $81.6K
|
40.6K
$4.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-840- 13.98% |
$71.8K - $82.6K
|
5.17K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-841- 10.66% |
$71.9K - $82.7K
|
7.05K
$752K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-847- 7.19% |
$72.4K - $83.3K
|
10.9K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-850- 1.34% |
$72.6K - $83.6K
|
62.8K
$6.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-851- 3.42% |
$72.7K - $83.7K
|
24K
$2.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-870- 18.12% |
$74.3K - $85.5K
|
3.93K
$420K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-872- 3.78% |
$74.5K - $85.7K
|
22.2K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-879- 3.67% |
$75.1K - $86.4K
|
23.1K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-887- 9.91% |
$75.8K - $87.2K
|
8.06K
$861K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-908- 3.37% |
$77.6K - $89.3K
|
26K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-913- 4.02% |
$78K - $89.8K
|
21.8K
$2.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-914- 4.22% |
$78.1K - $89.9K
|
20.7K
$2.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-921- 15.69% |
$78.7K - $90.5K
|
4.95K
$529K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-925- 16.6% |
$79K - $90.9K
|
4.65K
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-944- 12.3% |
$80.7K - $92.8K
|
6.73K
$719K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-947- 2.33% |
$80.9K - $93.1K
|
39.8K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-949- 1.71% |
$81.1K - $93.3K
|
54.6K
$5.83M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-954- 3.48% |
$81.5K - $93.8K
|
26.5K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-954- 2.07% |
$81.5K - $93.8K
|
45K
$4.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-955- 17.42% |
$81.6K - $93.9K
|
4.53K
$483K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-959- 23.34% |
$81.9K - $94.3K
|
3.15K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-963- 0.86% |
$82.3K - $94.7K
|
110K
$11.8M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-987- 1.48% |
$84.3K - $97K
|
65.6K
$7M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-993- 1.48% |
$84.8K - $97.6K
|
66.3K
$7.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-997- 11.58% |
$85.2K - $98K
|
7.61K
$813K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1K- 15.72% |
$85.7K - $98.6K
|
5.38K
$574K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-1.01K- 15.37% |
$86.1K - $99.1K
|
5.55K
$593K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 22.77% |
$87.1K - $100K
|
3.46K
$370K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 22.77% |
$87.1K - $100K
|
3.46K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.02K- 2.97% |
$87.5K - $101K
|
33.5K
$3.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.03K- 13.03% |
$88K - $101K
|
6.87K
$734K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.04K- 11.85% |
$88.9K - $102K
|
7.74K
$826K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.04K- 8.26% |
$88.9K - $102K
|
11.6K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.06K- 23.69% |
$90.7K - $104K
|
3.42K
$365K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 2.27% |
$91.3K - $105K
|
46.1K
$4.92M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 1.75% |
$91.7K - $105K
|
60.3K
$6.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.1K- 20.85% |
$94K - $108K
|
4.18K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-1.1K- 0.49% |
$94K - $108K
|
225K
$24.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.11K- 19.85% |
$94.8K - $109K
|
4.48K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.11K- 23.22% |
$95K - $109K
|
3.68K
$393K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.12K- 33.97% |
$95.8K - $110K
|
2.18K
$233K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.13K- 5.97% |
$96.3K - $111K
|
17.8K
$1.9M
|