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 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.45K- 22.03% |
$210K - $241K
|
8.68K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.52K- 9.06% |
$216K - $248K
|
25.3K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.55K- 23.12% |
$217K - $250K
|
8.47K
$904K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.56K- 4.7% |
$218K - $251K
|
51.9K
$5.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.57K- 15.18% |
$220K - $253K
|
14.4K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 8.73% |
$222K - $255K
|
27.2K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.61K- 8.87% |
$223K - $256K
|
26.8K
$2.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.62K- 28.53% |
$224K - $257K
|
6.56K
$700K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.67K- 16.19% |
$228K - $263K
|
13.8K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.78K- 0.64% |
$238K - $273K
|
434K
$46.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.8K- 9.77% |
$239K - $275K
|
25.9K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.82K- 22.6% |
$241K - $277K
|
9.65K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.83K- 5.17% |
$242K - $278K
|
52K
$5.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.87K- 11.79% |
$245K - $282K
|
21.5K
$2.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.89K- 1.24% |
$247K - $284K
|
231K
$24.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-2.92K- 14.11% |
$250K - $287K
|
17.8K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.97K- 18.48% |
$253K - $292K
|
13.1K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 0.51% |
$254K - $292K
|
576K
$61.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.99K- 6.54% |
$255K - $294K
|
42.7K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3K- 45.59% |
$256K - $295K
|
3.58K
$382K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3.02K- 15.59% |
$258K - $297K
|
16.4K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.12K- 6.61% |
$266K - $306K
|
44K
$4.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.13K- 3.72% |
$267K - $307K
|
80.9K
$8.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.18K- 15.02% |
$271K - $312K
|
18K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.18K- 1.0% |
$272K - $312K
|
315K
$33.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.18K- 36.17% |
$272K - $313K
|
5.61K
$600K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.2K- 2.72% |
$273K - $315K
|
115K
$12.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-3.28K- 15.92% |
$280K - $323K
|
17.3K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.28K- 10.66% |
$280K - $323K
|
27.5K
$2.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-3.39K- 22.54% |
$289K - $333K
|
11.6K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.42K- 3.1% |
$292K - $336K
|
107K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-3.49K- 64.99% |
$298K - $343K
|
1.88K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.54K- 1.85% |
$302K - $348K
|
187K
$20M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.54K- 20.69% |
$302K - $348K
|
13.6K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.54K- 10.49% |
$303K - $348K
|
30.2K
$3.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.61K- 5.26% |
$308K - $355K
|
65.1K
$6.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.62K- 42.57% |
$309K - $356K
|
4.88K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.63K- 29.79% |
$310K - $356K
|
8.54K
$913K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.71K- 81.21% |
$317K - $365K
|
858
$91.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.71K- 0.4% |
$317K - $365K
|
920K
$98.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.73K- 5.59% |
$318K - $366K
|
62.9K
$6.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 14.51% |
$319K - $367K
|
22K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.74K- 5.36% |
$319K - $367K
|
66K
$7.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.74K- 2.29% |
$320K - $368K
|
159K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.76K- 6.77% |
$321K - $370K
|
51.7K
$5.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.79K- 1.9% |
$324K - $373K
|
195K
$20.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.81K- 7.11% |
$325K - $374K
|
49.7K
$5.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-3.82K- 52.35% |
$326K - $376K
|
3.48K
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.88K- 16.33% |
$331K - $381K
|
19.9K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-3.89K- 2.2% |
$332K - $382K
|
173K
$18.5M
|