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 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-3.94K- 22.22% |
$336K - $387K
|
13.8K
$1.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.95K- 30.39% |
$338K - $389K
|
9.06K
$967K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-4K- 3.29% |
$342K - $393K
|
118K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-4.05K- 8.49% |
$346K - $398K
|
43.6K
$4.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-4.07K- 14.64% |
$347K - $400K
|
23.7K
$2.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-4.08K- 2.0% |
$348K - $401K
|
200K
$21.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4.25K- 5.84% |
$363K - $418K
|
68.6K
$7.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4.34K- 5.04% |
$371K - $427K
|
81.9K
$8.75M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-4.38K- 9.36% |
$374K - $430K
|
42.4K
$4.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.41K- 2.53% |
$377K - $433K
|
170K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.42K- 13.93% |
$377K - $434K
|
27.3K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-4.45K- 14.73% |
$380K - $437K
|
25.7K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.46K- 3.8% |
$381K - $439K
|
113K
$12.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-4.49K- 48.46% |
$383K - $441K
|
4.77K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.54K- 22.67% |
$388K - $446K
|
15.5K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.56K- 1.48% |
$390K - $448K
|
304K
$32.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.59K- 3.0% |
$392K - $451K
|
148K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.63K- 11.67% |
$396K - $455K
|
35K
$3.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-4.65K- 2.36% |
$397K - $457K
|
192K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.66K- 20.15% |
$398K - $459K
|
18.5K
$1.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.72K- 4.37% |
$403K - $464K
|
103K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.85K- 0.65% |
$415K - $477K
|
741K
$79.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.93K- 3.79% |
$421K - $484K
|
125K
$13.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-5.07K- 18.09% |
$433K - $498K
|
23K
$2.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5.13K- 9.29% |
$438K - $504K
|
50K
$5.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.18K- 24.85% |
$442K - $509K
|
15.7K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-5.24K- 7.83% |
$447K - $515K
|
61.7K
$6.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-5.25K- 8.9% |
$449K - $517K
|
53.8K
$5.74M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.35K- 6.7% |
$457K - $526K
|
74.4K
$7.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.39K- 16.27% |
$460K - $530K
|
27.7K
$2.96M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.4K- 3.81% |
$461K - $531K
|
137K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.69K- 7.99% |
$486K - $559K
|
65.5K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.76K- 33.76% |
$492K - $567K
|
11.3K
$1.21M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-5.79K- 56.42% |
$495K - $569K
|
4.47K
$478K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.93K- 8.41% |
$507K - $583K
|
64.5K
$6.89M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.02K- 0.79% |
$515K - $592K
|
759K
$81.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.12K- 4.51% |
$523K - $602K
|
130K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.18K- 1.58% |
$528K - $608K
|
385K
$41.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.26K- 0.45% |
$535K - $615K
|
1.39M
$148M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.27K- 25.19% |
$536K - $617K
|
18.6K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-6.28K- 22.49% |
$537K - $617K
|
21.6K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.32K- 4.42% |
$540K - $621K
|
137K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-6.4K- 8.9% |
$547K - $629K
|
65.5K
$6.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.44K- 73.92% |
$550K - $633K
|
2.27K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.51K- 41.9% |
$556K - $640K
|
9.03K
$964K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.56K- 11.86% |
$560K - $645K
|
48.7K
$5.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.57K- 8.06% |
$561K - $646K
|
75K
$8.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-6.63K- 4.46% |
$566K - $652K
|
142K
$15.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.74K- 15.52% |
$576K - $662K
|
36.7K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.76K- 4.31% |
$577K - $664K
|
150K
$16M
|