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 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-757- 5.24% |
$64.7K - $74.4K
|
13.7K
$1.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-764- 9.54% |
$65.3K - $75.1K
|
7.25K
$849K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-764- 8.59% |
$65.3K - $75.1K
|
8.13K
$952K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-770- 9.64% |
$65.8K - $75.7K
|
7.22K
$846K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-773- 14.1% |
$66K - $76K
|
4.71K
$552K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-776- 69.47% |
$66.3K - $76.3K
|
341
$40K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-776- 14.19% |
$66.3K - $76.3K
|
4.69K
$550K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-776- 69.47% |
$66.3K - $76.3K
|
341
$40K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-777- 0.9% |
$66.4K - $76.4K
|
85.8K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-781- 9.7% |
$66.7K - $76.8K
|
7.27K
$852K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-782- 2.0% |
$66.8K - $76.9K
|
38.4K
$4.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-785- 2.46% |
$67.1K - $77.2K
|
31.1K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-792- 3.25% |
$67.7K - $77.9K
|
23.6K
$2.76M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-793- 2.47% |
$67.8K - $78K
|
31.3K
$3.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-797- 4.24% |
$68.1K - $78.4K
|
18K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-807- 9.66% |
$69K - $79.3K
|
7.55K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-815- 2.55% |
$69.6K - $80.1K
|
31.2K
$3.65M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-823- 0.75% |
$70.3K - $80.9K
|
109K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-827- 27.31% |
$70.7K - $81.3K
|
2.2K
$258K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-830- 2.0% |
$70.9K - $81.6K
|
40.6K
$4.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-840- 13.98% |
$71.8K - $82.6K
|
5.17K
$605K
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-841- 10.66% |
$71.9K - $82.7K
|
7.05K
$825K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-847- 7.19% |
$72.4K - $83.3K
|
10.9K
$1.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-850- 1.34% |
$72.6K - $83.6K
|
62.8K
$7.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-851- 3.42% |
$72.7K - $83.7K
|
24K
$2.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-870- 18.12% |
$74.3K - $85.5K
|
3.93K
$461K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-872- 3.78% |
$74.5K - $85.7K
|
22.2K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-879- 3.67% |
$75.1K - $86.4K
|
23.1K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-887- 9.91% |
$75.8K - $87.2K
|
8.06K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-908- 3.37% |
$77.6K - $89.3K
|
26K
$3.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-913- 4.02% |
$78K - $89.8K
|
21.8K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-914- 4.22% |
$78.1K - $89.9K
|
20.7K
$2.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-921- 15.69% |
$78.7K - $90.5K
|
4.95K
$580K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-925- 16.6% |
$79K - $90.9K
|
4.65K
$545K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-944- 12.3% |
$80.7K - $92.8K
|
6.73K
$789K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-947- 2.33% |
$80.9K - $93.1K
|
39.8K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-949- 1.71% |
$81.1K - $93.3K
|
54.6K
$6.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-954- 3.48% |
$81.5K - $93.8K
|
26.5K
$3.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-954- 2.07% |
$81.5K - $93.8K
|
45K
$5.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-955- 17.42% |
$81.6K - $93.9K
|
4.53K
$530K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-959- 23.34% |
$81.9K - $94.3K
|
3.15K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-963- 0.86% |
$82.3K - $94.7K
|
110K
$12.9M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-987- 1.48% |
$84.3K - $97K
|
65.6K
$7.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-993- 1.48% |
$84.8K - $97.6K
|
66.3K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-997- 11.58% |
$85.2K - $98K
|
7.61K
$892K
|
|
|
Apr 15, 2025
Q4 2023
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-1K- 5.43% |
$85.4K - $98.3K
|
17.4K
$2.04M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1K- 15.72% |
$85.7K - $98.6K
|
5.38K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-1.01K- 15.37% |
$86.1K - $99.1K
|
5.55K
$650K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 22.77% |
$87.1K - $100K
|
3.46K
$405K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 22.77% |
$87.1K - $100K
|
3.46K
$405K
|