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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.87K- 39.1% |
$587K - $676K
|
10.7K
$1.14M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-6.9K- 11.98% |
$589K - $678K
|
50.7K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-6.9K- 8.67% |
$590K - $678K
|
72.7K
$7.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.99K- 15.47% |
$597K - $687K
|
38.2K
$4.08M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.17K- 9.8% |
$613K - $705K
|
66K
$7.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-7.22K- 17.41% |
$617K - $710K
|
34.3K
$3.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-7.36K- 9.46% |
$629K - $724K
|
70.5K
$7.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-7.43K- 19.72% |
$635K - $730K
|
30.2K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-7.46K- 32.44% |
$638K - $734K
|
15.5K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-7.48K- 1.58% |
$639K - $735K
|
466K
$49.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.51K- 7.56% |
$642K - $739K
|
91.8K
$9.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-7.71K- 57.37% |
$658K - $757K
|
5.73K
$611K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.9K- 27.57% |
$675K - $777K
|
20.8K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-8.1K- 16.88% |
$692K - $796K
|
39.9K
$4.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-8.17K- 69.06% |
$698K - $803K
|
3.66K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.24K- 2.81% |
$704K - $810K
|
285K
$30.4M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-8.36K- 9.13% |
$714K - $822K
|
83.2K
$8.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-8.57K- 1.79% |
$732K - $842K
|
469K
$50.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-8.9K- 5.6% |
$760K - $875K
|
150K
$16M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.98K- 4.6% |
$767K - $882K
|
186K
$19.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-9.19K- 28.98% |
$785K - $903K
|
22.5K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-9.6K- 8.49% |
$820K - $944K
|
104K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9.89K- 16.02% |
$845K - $972K
|
51.9K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.97K- 1.0% |
$851K - $980K
|
985K
$105M
|
|
|
Feb 12, 2024
Q4 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-10K- 4.68% |
$854K - $983K
|
204K
$21.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-10K- 71.75% |
$858K - $988K
|
3.96K
$422K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10.1K- 3.26% |
$861K - $990K
|
299K
$31.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-10.1K- 77.75% |
$864K - $994K
|
2.9K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10.2K- 24.36% |
$872K - $1M
|
31.7K
$3.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-10.2K- 4.29% |
$874K - $1.01M
|
228K
$24.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-10.7K- 21.36% |
$914K - $1.05M
|
39.4K
$4.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-10.9K- 5.44% |
$928K - $1.07M
|
189K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11K- 3.09% |
$937K - $1.08M
|
344K
$36.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-11.2K- 17.24% |
$954K - $1.1M
|
53.6K
$5.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-11.3K- 2.8% |
$964K - $1.11M
|
391K
$41.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-11.6K- 4.66% |
$987K - $1.14M
|
236K
$25.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-12K- 19.04% |
$1.02M - $1.18M
|
51K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-12.6K- 5.27% |
$1.08M - $1.24M
|
227K
$24.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-12.7K- 21.31% |
$1.08M - $1.25M
|
46.8K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-13K- 8.32% |
$1.11M - $1.28M
|
143K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.2K- 3.6% |
$1.13M - $1.3M
|
355K
$37.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.3K- 1.56% |
$1.14M - $1.31M
|
837K
$89.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13.4K- 11.9% |
$1.15M - $1.32M
|
99.5K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14.8K- 5.96% |
$1.26M - $1.45M
|
233K
$24.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-15.4K- 3.62% |
$1.32M - $1.51M
|
410K
$43.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-15.6K- 46.43% |
$1.33M - $1.54M
|
18K
$1.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-16.1K- 12.49% |
$1.37M - $1.58M
|
113K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-16.1K- 9.66% |
$1.38M - $1.58M
|
150K
$16.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.1K- 20.89% |
$1.38M - $1.59M
|
61.1K
$6.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-16.2K- 1.57% |
$1.38M - $1.59M
|
1.02M
$109M
|