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
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
11K+ 21.57% |
$940K - $1.08M
|
62K
$6.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11K+ 6.49% |
$936K - $1.08M
|
180K
$19.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.9K+ 40.51% |
$933K - $1.07M
|
37.9K
$4.08M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
10.8KNew |
$924K - $1.06M
|
10.8K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.8KNew |
$921K - $1.06M
|
10.8K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
10.7KNew |
$916K - $1.05M
|
10.7K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
10.6K+ 3.71% |
$905K - $1.04M
|
296K
$31.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.5K+ 38.58% |
$899K - $1.03M
|
37.8K
$4.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
10.5K+ 14.33% |
$897K - $1.03M
|
83.8K
$9.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
10.3KNew |
$884K - $1.02M
|
10.3K
$1.12M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
10.2KNew |
$870K - $1M
|
10.2K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
10.1KNew |
$860K - $990K
|
10.1K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10K+ 12.82% |
$857K - $986K
|
88.2K
$9.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10KNew |
$854K - $983K
|
10K
$1.08M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
9.82KNew |
$839K - $965K
|
9.82K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.72K+ 8.87% |
$830K - $955K
|
119K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9.51KNew |
$813K - $935K
|
9.51K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.47K+ 5.6% |
$809K - $931K
|
179K
$19.2M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9.11KNew |
$779K - $896K
|
9.11K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
8.97KNew |
$766K - $882K
|
8.97K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.96K+ 168.07% |
$765K - $881K
|
14.3K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
8.8KNew |
$752K - $866K
|
8.8K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
8.76K+ 2.43% |
$748K - $861K
|
369K
$39.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.62KNew |
$736K - $847K
|
8.62K
$929K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
8.59KNew |
$734K - $845K
|
8.59K
$926K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
8.55KNew |
$731K - $841K
|
8.55K
$922K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.51KNew |
$727K - $836K
|
8.51K
$917K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.5K+ 11.5% |
$726K - $835K
|
82.3K
$8.88M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
8.39K+ 49.79% |
$717K - $825K
|
25.2K
$2.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
8.38K+ 3.29% |
$716K - $824K
|
263K
$28.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.03K+ 40.68% |
$686K - $789K
|
27.8K
$2.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.99K+ 56.67% |
$683K - $786K
|
22.1K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
7.87K+ 11.77% |
$673K - $774K
|
74.8K
$8.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
7.83KNew |
$669K - $769K
|
7.83K
$843K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 1291.54% |
$665K - $766K
|
8.39K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
7.66KNew |
$655K - $753K
|
7.66K
$826K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.57KNew |
$647K - $744K
|
7.57K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.49K+ 8.42% |
$640K - $737K
|
96.5K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.44K+ 9.47% |
$636K - $731K
|
86K
$9.27M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
7.44KNew |
$635K - $731K
|
7.44K
$802K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
7.33KNew |
$626K - $721K
|
7.33K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
7.32KNew |
$626K - $720K
|
7.32K
$789K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.18KNew |
$614K - $706K
|
7.18K
$774K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.15KNew |
$611K - $703K
|
7.15K
$771K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.05K+ 4.57% |
$603K - $693K
|
161K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
7KNew |
$598K - $688K
|
7K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.67K+ 12.6% |
$570K - $655K
|
59.6K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.66K+ 100.0% |
$569K - $655K
|
13.3K
$1.44M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
6.66KNew |
$569K - $655K
|
6.66K
$718K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.66KNew |
$569K - $655K
|
6.66K
$718K
|