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 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.18K- 1.58% |
$528K - $608K
|
385K
$45.1M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.18K- 1.58% |
$528K - $608K
|
385K
$45.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.26K- 0.45% |
$535K - $615K
|
1.39M
$162M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.27K- 25.19% |
$536K - $617K
|
18.6K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-6.28K- 22.49% |
$537K - $617K
|
21.6K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.32K- 4.42% |
$540K - $621K
|
137K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-6.4K- 8.9% |
$547K - $629K
|
65.5K
$7.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.44K- 73.92% |
$550K - $633K
|
2.27K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.51K- 41.9% |
$556K - $640K
|
9.03K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.56K- 11.86% |
$560K - $645K
|
48.7K
$5.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.57K- 8.06% |
$561K - $646K
|
75K
$8.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-6.63K- 4.46% |
$566K - $652K
|
142K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.74K- 15.52% |
$576K - $662K
|
36.7K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.76K- 4.31% |
$577K - $664K
|
150K
$17.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.87K- 39.1% |
$587K - $676K
|
10.7K
$1.25M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-6.9K- 11.98% |
$589K - $678K
|
50.7K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-6.9K- 8.67% |
$590K - $678K
|
72.7K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.99K- 15.47% |
$597K - $687K
|
38.2K
$4.48M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.17K- 9.8% |
$613K - $705K
|
66K
$7.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-7.22K- 17.41% |
$617K - $710K
|
34.3K
$4.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-7.36K- 9.46% |
$629K - $724K
|
70.5K
$8.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-7.43K- 19.72% |
$635K - $730K
|
30.2K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-7.46K- 32.44% |
$638K - $734K
|
15.5K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-7.48K- 1.58% |
$639K - $735K
|
466K
$54.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.51K- 7.56% |
$642K - $739K
|
91.8K
$10.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-7.71K- 57.37% |
$658K - $757K
|
5.73K
$671K
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.78K- 73.81% |
$664K - $765K
|
2.76K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.9K- 27.57% |
$675K - $777K
|
20.8K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-8.1K- 16.88% |
$692K - $796K
|
39.9K
$4.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-8.17K- 69.06% |
$698K - $803K
|
3.66K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.24K- 2.81% |
$704K - $810K
|
285K
$33.4M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-8.36K- 9.13% |
$714K - $822K
|
83.2K
$9.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-8.57K- 1.79% |
$732K - $842K
|
469K
$54.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-8.9K- 5.6% |
$760K - $875K
|
150K
$17.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.98K- 4.6% |
$767K - $882K
|
186K
$21.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-9.19K- 28.98% |
$785K - $903K
|
22.5K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-9.6K- 8.49% |
$820K - $944K
|
104K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9.89K- 16.02% |
$845K - $972K
|
51.9K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.97K- 1.0% |
$851K - $980K
|
985K
$115M
|
|
|
Feb 12, 2024
Q4 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-10K- 4.68% |
$854K - $983K
|
204K
$23.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-10K- 71.75% |
$858K - $988K
|
3.96K
$463K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10.1K- 3.26% |
$861K - $990K
|
299K
$35M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-10.1K- 77.75% |
$864K - $994K
|
2.9K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10.2K- 24.36% |
$872K - $1M
|
31.7K
$3.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-10.2K- 4.29% |
$874K - $1.01M
|
228K
$26.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-10.7K- 21.36% |
$914K - $1.05M
|
39.4K
$4.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-10.9K- 5.44% |
$928K - $1.07M
|
189K
$22.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11K- 3.09% |
$937K - $1.08M
|
344K
$40.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-11.2K- 17.24% |
$954K - $1.1M
|
53.6K
$6.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-11.3K- 2.8% |
$964K - $1.11M
|
391K
$45.8M
|