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 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.23K- 4.31% |
$190K - $219K
|
49.5K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.23K- 7.65% |
$191K - $219K
|
26.9K
$3.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-2.24K- 7.94% |
$191K - $220K
|
25.9K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 3.54% |
$193K - $222K
|
61.5K
$7.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.28K- 12.43% |
$195K - $224K
|
16.1K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.28K- 20.17% |
$195K - $225K
|
9.04K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.3K- 6.78% |
$197K - $226K
|
31.6K
$3.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.3K- 7.12% |
$197K - $226K
|
30K
$3.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.33K- 4.67% |
$199K - $229K
|
47.6K
$5.58M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.33K- 4.67% |
$199K - $229K
|
47.6K
$5.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.35K- 25.55% |
$201K - $231K
|
6.86K
$804K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.41K- 95.07% |
$206K - $237K
|
125
$14.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.42K- 11.04% |
$206K - $237K
|
19.5K
$2.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.45K- 22.03% |
$210K - $241K
|
8.68K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.52K- 9.06% |
$216K - $248K
|
25.3K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.55K- 23.12% |
$217K - $250K
|
8.47K
$992K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.56K- 4.7% |
$218K - $251K
|
51.9K
$6.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.57K- 15.18% |
$220K - $253K
|
14.4K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 8.73% |
$222K - $255K
|
27.2K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.61K- 8.87% |
$223K - $256K
|
26.8K
$3.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.62K- 28.53% |
$224K - $257K
|
6.56K
$768K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.67K- 16.19% |
$228K - $263K
|
13.8K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.78K- 0.64% |
$238K - $273K
|
434K
$50.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.8K- 9.77% |
$239K - $275K
|
25.9K
$3.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.82K- 22.6% |
$241K - $277K
|
9.65K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.83K- 5.17% |
$242K - $278K
|
52K
$6.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.87K- 11.79% |
$245K - $282K
|
21.5K
$2.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.89K- 1.24% |
$247K - $284K
|
231K
$27.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-2.92K- 14.11% |
$250K - $287K
|
17.8K
$2.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.97K- 18.48% |
$253K - $292K
|
13.1K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 0.51% |
$254K - $292K
|
576K
$67.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.99K- 6.54% |
$255K - $294K
|
42.7K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3K- 45.59% |
$256K - $295K
|
3.58K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3.02K- 15.59% |
$258K - $297K
|
16.4K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.12K- 6.61% |
$266K - $306K
|
44K
$5.16M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.13K- 3.72% |
$267K - $307K
|
80.9K
$9.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.18K- 15.02% |
$271K - $312K
|
18K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.18K- 1.0% |
$272K - $312K
|
315K
$36.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.18K- 36.17% |
$272K - $313K
|
5.61K
$658K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.2K- 2.72% |
$273K - $315K
|
115K
$13.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-3.28K- 15.92% |
$280K - $323K
|
17.3K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.28K- 10.66% |
$280K - $323K
|
27.5K
$3.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-3.39K- 22.54% |
$289K - $333K
|
11.6K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.42K- 3.1% |
$292K - $336K
|
107K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-3.49K- 64.99% |
$298K - $343K
|
1.88K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.54K- 1.85% |
$302K - $348K
|
187K
$21.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.54K- 20.69% |
$302K - $348K
|
13.6K
$1.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.54K- 10.49% |
$303K - $348K
|
30.2K
$3.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.61K- 5.26% |
$308K - $355K
|
65.1K
$7.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.62K- 42.57% |
$309K - $356K
|
4.88K
$572K
|