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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22.2K+ 483.58% |
$1.89M - $2.18M
|
26.8K
$2.88M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
22.1KNew |
$1.89M - $2.17M
|
22.1K
$2.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.8K+ 10.37% |
$1.86M - $2.14M
|
232K
$25M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
21.1K+ 13.48% |
$1.81M - $2.08M
|
178K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.9K+ 8.92% |
$1.79M - $2.06M
|
256K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
20.3K+ 419.49% |
$1.73M - $1.99M
|
25.1K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
20KNew |
$1.71M - $1.97M
|
20K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
19.7KNew |
$1.68M - $1.93M
|
19.7K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
19.6K+ 5.91% |
$1.68M - $1.93M
|
351K
$37.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.1KNew |
$1.63M - $1.88M
|
19.1K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
18.6K+ 26.59% |
$1.59M - $1.83M
|
88.7K
$9.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
18.3KNew |
$1.57M - $1.8M
|
18.3K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
18.3KNew |
$1.56M - $1.8M
|
18.3K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.2K+ 57.32% |
$1.55M - $1.79M
|
49.9K
$5.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
18.1K+ 26.51% |
$1.55M - $1.78M
|
86.5K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
18KNew |
$1.54M - $1.77M
|
18K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
17.6K+ 21697.53% |
$1.5M - $1.73M
|
17.7K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.5K+ 2.89% |
$1.5M - $1.72M
|
624K
$67.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
17.2KNew |
$1.47M - $1.69M
|
17.2K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.9K+ 7.47% |
$1.44M - $1.66M
|
243K
$26.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$1.38M - $1.59M
|
16.2K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
16.2KNew |
$1.38M - $1.59M
|
16.2K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
15.8K+ 9.02% |
$1.35M - $1.56M
|
191K
$20.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
15.4KNew |
$1.32M - $1.52M
|
15.4K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
14.9KNew |
$1.27M - $1.46M
|
14.9K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.6KNew |
$1.25M - $1.44M
|
14.6K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 2.66% |
$1.24M - $1.42M
|
558K
$60.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
14.4KNew |
$1.23M - $1.42M
|
14.4K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
14.2K+ 9.68% |
$1.21M - $1.39M
|
160K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14K+ 12.59% |
$1.2M - $1.38M
|
125K
$13.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
14K+ 1120.0% |
$1.2M - $1.38M
|
15.3K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$1.17M - $1.35M
|
13.7K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13.7K+ 1.56% |
$1.17M - $1.34M
|
892K
$96.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
13.1KNew |
$1.12M - $1.29M
|
13.1K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.9K+ 22.72% |
$1.1M - $1.27M
|
69.7K
$7.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
12.8K+ 46.27% |
$1.1M - $1.26M
|
40.6K
$4.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
12.8K+ 21.18% |
$1.09M - $1.26M
|
73.2K
$7.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
12.6K+ 7.52% |
$1.08M - $1.24M
|
180K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12.6KNew |
$1.08M - $1.24M
|
12.6K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
12.4K+ 39.87% |
$1.06M - $1.22M
|
43.5K
$4.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.4K+ 11.96% |
$1.06M - $1.21M
|
116K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
12.2KNew |
$1.04M - $1.2M
|
12.2K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12K+ 49.94% |
$1.02M - $1.17M
|
35.9K
$3.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
11.8KNew |
$1.01M - $1.16M
|
11.8K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.7K+ 71.91% |
$1M - $1.15M
|
28K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
11.6KNew |
$993K - $1.14M
|
11.6K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.5KNew |
$984K - $1.13M
|
11.5K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
11.4KNew |
$973K - $1.12M
|
11.4K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
11.3K+ 12.34% |
$965K - $1.11M
|
103K
$11.1M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
11.1K+ 45.52% |
$948K - $1.09M
|
35.5K
$3.82M
|