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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
BUY
|
- |
6.35K+ 12.45% |
$542K - $624K
|
57.3K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.32K+ 245.09% |
$540K - $621K
|
8.9K
$959K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.29K+ 30.52% |
$538K - $619K
|
26.9K
$2.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
6.23K+ 24.38% |
$532K - $613K
|
31.8K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
6.22KNew |
$531K - $611K
|
6.22K
$670K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.19K+ 65.93% |
$529K - $609K
|
15.6K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
6.02K+ 20.1% |
$515K - $592K
|
36K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.79KNew |
$495K - $570K
|
5.79K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.77K+ 11.6% |
$493K - $567K
|
55.5K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5.68K+ 2.09% |
$486K - $559K
|
277K
$29.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
5.63KNew |
$481K - $553K
|
5.63K
$607K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
5.58K+ 38.59% |
$477K - $549K
|
20.1K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
5.57K+ 1.69% |
$476K - $547K
|
335K
$36.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.57K+ 40.7% |
$476K - $547K
|
19.2K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
5.54K+ 16.95% |
$473K - $544K
|
38.2K
$4.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.47K+ 15.34% |
$467K - $537K
|
41.1K
$4.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
5.45K+ 5.84% |
$465K - $535K
|
98.7K
$10.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.43K+ 6.59% |
$464K - $534K
|
87.9K
$9.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.43K+ 1.77% |
$464K - $534K
|
313K
$33.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.43K+ 0.89% |
$464K - $533K
|
615K
$66.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.43K+ 0.89% |
$464K - $533K
|
615K
$66.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.35KNew |
$457K - $526K
|
5.35K
$577K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.31K+ 7.35% |
$454K - $522K
|
77.6K
$8.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.2KNew |
$444K - $511K
|
5.2K
$560K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.2KNew |
$444K - $511K
|
5.2K
$560K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.16K+ 0.77% |
$441K - $507K
|
678K
$73.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.15K+ 0.66% |
$440K - $506K
|
781K
$84.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.15KNew |
$440K - $506K
|
5.15K
$555K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.13K+ 7.95% |
$438K - $504K
|
69.6K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
5.08KNew |
$434K - $500K
|
5.08K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.08KNew |
$434K - $499K
|
5.08K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5K+ 105.4% |
$427K - $491K
|
9.74K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
4.98KNew |
$425K - $489K
|
4.98K
$537K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.9K+ 4.76% |
$419K - $482K
|
108K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.89K+ 0.6% |
$418K - $481K
|
821K
$88.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.84KNew |
$413K - $476K
|
4.84K
$521K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4.83KNew |
$413K - $475K
|
4.83K
$521K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4.82KNew |
$412K - $474K
|
4.82K
$520K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.82KNew |
$412K - $474K
|
4.82K
$519K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4.8KNew |
$410K - $472K
|
4.8K
$517K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.78K+ 112.46% |
$409K - $470K
|
9.04K
$974K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.76K+ 38.47% |
$407K - $468K
|
17.1K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.71KNew |
$402K - $463K
|
4.71K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
4.69KNew |
$401K - $461K
|
4.69K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.64KNew |
$397K - $456K
|
4.64K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.61KNew |
$394K - $453K
|
4.61K
$497K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.61K+ 19.89% |
$393K - $453K
|
27.8K
$2.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
4.54K+ 7.95% |
$388K - $447K
|
61.7K
$6.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.51K+ 32.62% |
$385K - $443K
|
18.3K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.42K+ 26.91% |
$378K - $435K
|
20.9K
$2.25M
|