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 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.13K- 12.45% |
$96.5K - $111K
|
7.95K
$849K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.14K- 5.99% |
$97K - $112K
|
17.8K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.14K- 11.22% |
$97.4K - $112K
|
9.02K
$964K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.15K- 0.92% |
$97.8K - $113K
|
124K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 3.34% |
$98.5K - $113K
|
33.4K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.16K- 9.13% |
$99K - $114K
|
11.5K
$1.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.18K- 11.1% |
$101K - $116K
|
9.44K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 30.48% |
$102K - $117K
|
2.72K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 7.52% |
$102K - $118K
|
14.7K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 2.51% |
$103K - $118K
|
46.6K
$4.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.2K- 17.45% |
$103K - $118K
|
5.69K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.22K- 3.13% |
$104K - $120K
|
37.7K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.23K- 9.29% |
$105K - $121K
|
12K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 24.2% |
$105K - $121K
|
3.86K
$412K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.25K- 1.03% |
$106K - $122K
|
120K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.27K- 0.32% |
$109K - $125K
|
390K
$41.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-1.27K- 18.24% |
$109K - $125K
|
5.71K
$609K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 4.38% |
$110K - $126K
|
28.1K
$3M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.29K- 9.39% |
$110K - $126K
|
12.4K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.29K- 28.9% |
$110K - $127K
|
3.17K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.29K- 74.91% |
$110K - $127K
|
432
$46.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.3K- 0.6% |
$111K - $128K
|
217K
$23.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.31K- 28.09% |
$112K - $128K
|
3.35K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.32K- 0.89% |
$112K - $129K
|
146K
$15.6M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.33K- 6.6% |
$114K - $131K
|
18.9K
$2.01M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-1.36K- 20.56% |
$116K - $134K
|
5.25K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.37K- 2.06% |
$117K - $135K
|
65.2K
$6.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 20.87% |
$117K - $135K
|
5.21K
$557K
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.38K- 19.06% |
$118K - $136K
|
5.88K
$628K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.39K- 1.95% |
$119K - $136K
|
69.9K
$7.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.39K- 15.72% |
$119K - $137K
|
7.46K
$796K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.4K- 22.36% |
$119K - $137K
|
4.85K
$518K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.4K- 7.83% |
$120K - $138K
|
16.5K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.41K- 1.58% |
$120K - $139K
|
88K
$9.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.43K- 6.16% |
$122K - $140K
|
21.8K
$2.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.44K- 7.9% |
$123K - $141K
|
16.7K
$1.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.44K- 12.61% |
$123K - $142K
|
9.98K
$1.07M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.45K- 6.97% |
$124K - $143K
|
19.4K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.46K- 15.59% |
$124K - $143K
|
7.88K
$842K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.47K- 34.73% |
$126K - $145K
|
2.77K
$296K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.5K- 11.03% |
$128K - $147K
|
12.1K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.5K- 5.39% |
$128K - $148K
|
26.4K
$2.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.51K- 6.8% |
$129K - $148K
|
20.6K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.51K- 22.03% |
$129K - $149K
|
5.35K
$571K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.51K- 22.03% |
$129K - $149K
|
5.35K
$571K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.51K- 40.22% |
$129K - $149K
|
2.25K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.52K- 22.77% |
$130K - $149K
|
5.15K
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.53K- 19.97% |
$130K - $150K
|
6.11K
$653K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.55K- 28.99% |
$132K - $152K
|
3.79K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.55K- 18.25% |
$132K - $152K
|
6.94K
$741K
|