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 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-11.6K- 4.66% |
$987K - $1.14M
|
236K
$27.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-12K- 19.04% |
$1.02M - $1.18M
|
51K
$5.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-12.6K- 5.27% |
$1.08M - $1.24M
|
227K
$26.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-12.7K- 21.31% |
$1.08M - $1.25M
|
46.8K
$5.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-13K- 8.32% |
$1.11M - $1.28M
|
143K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.2K- 3.6% |
$1.13M - $1.3M
|
355K
$41.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.3K- 1.56% |
$1.14M - $1.31M
|
837K
$98.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13.4K- 11.9% |
$1.15M - $1.32M
|
99.5K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14.8K- 5.96% |
$1.26M - $1.45M
|
233K
$27.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-15.4K- 3.62% |
$1.32M - $1.51M
|
410K
$48M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-15.6K- 46.43% |
$1.33M - $1.54M
|
18K
$2.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-16.1K- 12.49% |
$1.37M - $1.58M
|
113K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-16.1K- 9.66% |
$1.38M - $1.58M
|
150K
$17.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.1K- 20.89% |
$1.38M - $1.59M
|
61.1K
$7.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-16.2K- 1.57% |
$1.38M - $1.59M
|
1.02M
$119M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.9K- 6.5% |
$1.44M - $1.66M
|
243K
$28.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 3.09% |
$1.44M - $1.66M
|
530K
$62M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-17.2K- 27.27% |
$1.47M - $1.69M
|
45.7K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-18.1K- 3.33% |
$1.54M - $1.78M
|
524K
$61.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-18.3K- 17.49% |
$1.56M - $1.8M
|
86.3K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-18.6K- 4.63% |
$1.59M - $1.83M
|
384K
$44.9M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-19.4K- 26.95% |
$1.65M - $1.9M
|
52.5K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-19.7K- 9.25% |
$1.68M - $1.94M
|
193K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-21.3K- 8.82% |
$1.82M - $2.1M
|
220K
$25.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.1K- 50.18% |
$1.89M - $2.17M
|
22K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.4K- 94.14% |
$1.91M - $2.2M
|
1.39K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-24.4K- 78.8% |
$2.08M - $2.39M
|
6.55K
$768K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-24.9K- 6.69% |
$2.13M - $2.45M
|
348K
$40.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26.4K- 53.99% |
$2.26M - $2.6M
|
22.5K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-28.2K- 48.38% |
$2.41M - $2.77M
|
30.1K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-29.1K- 99.67% |
$2.48M - $2.86M
|
97
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-31.9K- 47.19% |
$2.72M - $3.13M
|
35.7K
$4.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-33.2K- 83.33% |
$2.84M - $3.27M
|
6.65K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.3K- 2.83% |
$3.02M - $3.47M
|
1.21M
$142M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-36.6K- 3.22% |
$3.13M - $3.6M
|
1.1M
$129M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-38K- 85.03% |
$3.25M - $3.74M
|
6.7K
$785K
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-40.4K- 22.92% |
$3.45M - $3.97M
|
136K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40.7K- 1.26% |
$3.48M - $4M
|
3.2M
$375M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-42.5K- 14.38% |
$3.63M - $4.18M
|
253K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-44.9K- 16.7% |
$3.84M - $4.42M
|
224K
$26.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
SELL
|
- |
-48K- 99.69% |
$4.1M - $4.72M
|
150
$17.6K
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-51.6K- 1.1% |
$4.41M - $5.07M
|
4.66M
$546M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-55K- 16.76% |
$4.7M - $5.41M
|
273K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-55.4K- 52.24% |
$4.73M - $5.45M
|
50.7K
$5.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-67.9K- 14.75% |
$5.8M - $6.68M
|
393K
$46M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-68.8K- 2.78% |
$5.88M - $6.76M
|
2.41M
$282M
|
|
|
May 15, 2025
Q4 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-68.9K- 97.31% |
$5.89M - $6.78M
|
1.91K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-72.2K- 3.39% |
$6.17M - $7.09M
|
2.05M
$241M
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-73.6K- 21.29% |
$6.28M - $7.23M
|
272K
$31.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Maple Brown Abbott LTD
|
SELL
|
- |
-76.2K- 7.12% |
$6.51M - $7.49M
|
995K
$117M
|