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 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.45K- 6.97% |
$124K - $143K
|
19.4K
$2.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.46K- 15.59% |
$124K - $143K
|
7.88K
$924K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.47K- 34.73% |
$126K - $145K
|
2.77K
$324K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.5K- 11.03% |
$128K - $147K
|
12.1K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.5K- 5.39% |
$128K - $148K
|
26.4K
$3.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.51K- 6.8% |
$129K - $148K
|
20.6K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.51K- 22.03% |
$129K - $149K
|
5.35K
$627K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.51K- 22.03% |
$129K - $149K
|
5.35K
$627K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.51K- 40.22% |
$129K - $149K
|
2.25K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.52K- 22.77% |
$130K - $149K
|
5.15K
$603K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.53K- 19.97% |
$130K - $150K
|
6.11K
$716K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.55K- 28.99% |
$132K - $152K
|
3.79K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.55K- 18.25% |
$132K - $152K
|
6.94K
$813K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.57K- 7.09% |
$134K - $154K
|
20.6K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.58K- 12.09% |
$135K - $156K
|
11.5K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.58K- 2.82% |
$135K - $156K
|
54.5K
$6.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.6K- 27.59% |
$136K - $157K
|
4.19K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.6K- 6.58% |
$137K - $157K
|
22.7K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.61K- 33.65% |
$138K - $158K
|
3.18K
$372K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.61K- 5.97% |
$138K - $158K
|
25.4K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.61K- 47.44% |
$138K - $159K
|
1.79K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1.62K- 1.9% |
$138K - $159K
|
83.6K
$9.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.66K- 0.08% |
$142K - $163K
|
1.96M
$230M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.67K- 0.85% |
$143K - $164K
|
196K
$22.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.68K- 43.62% |
$143K - $165K
|
2.17K
$254K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.72K- 6.06% |
$147K - $169K
|
26.6K
$3.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.72K- 8.37% |
$147K - $169K
|
18.8K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.73K- 10.22% |
$147K - $170K
|
15.2K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.73K- 3.19% |
$148K - $170K
|
52.5K
$6.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.74K- 12.06% |
$148K - $171K
|
12.7K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.74K- 18.57% |
$149K - $171K
|
7.65K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.78K- 12.57% |
$152K - $175K
|
12.4K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.78K- 5.04% |
$152K - $175K
|
33.5K
$3.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.78K- 23.92% |
$152K - $175K
|
5.66K
$664K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.81K- 30.41% |
$155K - $178K
|
4.14K
$485K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.87K- 5.66% |
$159K - $183K
|
31.1K
$3.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.93K- 3.5% |
$165K - $190K
|
53.3K
$6.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.97K- 15.65% |
$168K - $193K
|
10.6K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.98K- 11.48% |
$169K - $195K
|
15.3K
$1.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.99K- 0.77% |
$170K - $196K
|
256K
$30M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-2K- 41.8% |
$171K - $197K
|
2.79K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.02K- 29.02% |
$172K - $198K
|
4.93K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.04K- 15.46% |
$175K - $201K
|
11.2K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.06K- 4.71% |
$176K - $202K
|
41.6K
$4.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-2.12K- 37.91% |
$181K - $208K
|
3.46K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 11.88% |
$184K - $212K
|
16K
$1.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.16K- 9.97% |
$185K - $213K
|
19.5K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.17K- 10.54% |
$185K - $213K
|
18.4K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.17K- 6.67% |
$185K - $213K
|
30.4K
$3.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.18K- 50.0% |
$186K - $215K
|
2.18K
$256K
|