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 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.42KNew |
$377K - $434K
|
4.42K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
4.41KNew |
$376K - $433K
|
4.41K
$475K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.36K+ 85.69% |
$373K - $429K
|
9.46K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.31K+ 45.24% |
$368K - $424K
|
13.8K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.22KNew |
$360K - $414K
|
4.22K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.21KNew |
$360K - $414K
|
4.21K
$454K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.18K+ 12.6% |
$357K - $411K
|
37.4K
$4.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.18K+ 121.52% |
$357K - $411K
|
7.62K
$821K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.18KNew |
$357K - $411K
|
4.18K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
4.12KNew |
$352K - $405K
|
4.12K
$444K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
4.11KNew |
$351K - $404K
|
4.11K
$443K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.08KNew |
$348K - $401K
|
4.08K
$439K
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
3.97KNew |
$339K - $390K
|
3.97K
$427K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.96K+ 16.29% |
$339K - $390K
|
28.3K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.96K+ 149.58% |
$338K - $389K
|
6.6K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.93K+ 8.04% |
$336K - $387K
|
52.9K
$5.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.91KNew |
$334K - $385K
|
3.91K
$422K
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.9K+ 433.33% |
$333K - $383K
|
4.8K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.87KNew |
$330K - $380K
|
3.87K
$417K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.86K+ 7.24% |
$329K - $379K
|
57.1K
$6.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.85K+ 8.47% |
$329K - $379K
|
49.3K
$5.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.77KNew |
$322K - $371K
|
3.77K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.77K+ 12.86% |
$322K - $371K
|
33.1K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.76K+ 10.48% |
$321K - $370K
|
39.6K
$4.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.69K+ 84.4% |
$316K - $363K
|
8.07K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
3.68K+ 89.64% |
$314K - $361K
|
7.78K
$838K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.65KNew |
$312K - $359K
|
3.65K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.63K+ 0.87% |
$310K - $357K
|
422K
$45.5M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.59K+ 17.23% |
$307K - $353K
|
24.4K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
3.58KNew |
$306K - $352K
|
3.58K
$386K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 13.41% |
$305K - $351K
|
30.2K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3.56KNew |
$304K - $349K
|
3.56K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.55K+ 138.08% |
$303K - $349K
|
6.12K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.52K+ 7.72% |
$301K - $346K
|
49.1K
$5.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.49K+ 12.71% |
$298K - $343K
|
31K
$3.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.49K+ 30.96% |
$298K - $343K
|
14.7K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.47KNew |
$297K - $341K
|
3.47K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.47K+ 46.5% |
$297K - $341K
|
10.9K
$1.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.46KNew |
$296K - $340K
|
3.46K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.44K+ 4.08% |
$294K - $338K
|
87.7K
$9.46M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.43KNew |
$293K - $337K
|
3.43K
$369K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.42KNew |
$292K - $336K
|
3.42K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.4K+ 666.47% |
$290K - $334K
|
3.91K
$421K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3.37K+ 5.9% |
$288K - $331K
|
60.5K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$287K - $331K
|
3.36K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.35K+ 0.99% |
$286K - $329K
|
342K
$36.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.27K+ 3.98% |
$279K - $322K
|
85.4K
$9.21M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.25KNew |
$278K - $319K
|
3.25K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.25K+ 31.02% |
$277K - $319K
|
13.7K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.25K+ 10.08% |
$277K - $319K
|
35.5K
$3.82M
|