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 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.23K+ 1.51% |
$276K - $317K
|
218K
$23.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.22KNew |
$275K - $316K
|
3.22K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.21K+ 7.23% |
$275K - $316K
|
47.6K
$5.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.21KNew |
$274K - $315K
|
3.21K
$346K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.19K+ 3.94% |
$272K - $314K
|
84.1K
$9.07M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.16K+ 52.66% |
$270K - $310K
|
9.16K
$987K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.15KNew |
$269K - $309K
|
3.15K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.12KNew |
$267K - $307K
|
3.12K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.09KNew |
$264K - $304K
|
3.09K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
3.08K+ 4.89% |
$263K - $303K
|
66.1K
$7.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.07KNew |
$262K - $302K
|
3.07K
$331K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.05K+ 79.52% |
$261K - $300K
|
6.89K
$742K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.02K+ 7.36% |
$258K - $297K
|
44.1K
$4.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.98KNew |
$255K - $293K
|
2.98K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.97KNew |
$254K - $292K
|
2.97K
$320K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.96KNew |
$253K - $291K
|
2.96K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.95K+ 6.42% |
$252K - $290K
|
48.8K
$5.26M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.94KNew |
$251K - $289K
|
2.94K
$316K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.93K+ 11.57% |
$251K - $288K
|
28.3K
$3.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
2.93K+ 1.48% |
$251K - $288K
|
201K
$21.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.92K+ 20.93% |
$249K - $287K
|
16.9K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.91K+ 3.35% |
$249K - $286K
|
89.7K
$9.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.85KNew |
$244K - $280K
|
2.85K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2.84KNew |
$242K - $279K
|
2.84K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.82KNew |
$241K - $277K
|
2.82K
$304K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.8K+ 5.72% |
$239K - $275K
|
51.8K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.8KNew |
$239K - $275K
|
2.8K
$301K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.79KNew |
$239K - $275K
|
2.79K
$301K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.76KNew |
$236K - $271K
|
2.76K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.75KNew |
$235K - $271K
|
2.75K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.74K+ 80.03% |
$234K - $269K
|
6.17K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.74K+ 13.72% |
$234K - $269K
|
22.7K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.73K+ 1.32% |
$233K - $268K
|
209K
$22.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.73KNew |
$233K - $268K
|
2.73K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.71K+ 0.66% |
$231K - $266K
|
413K
$44.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.69KNew |
$230K - $264K
|
2.69K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.69KNew |
$229K - $264K
|
2.69K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.69KNew |
$229K - $264K
|
2.69K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.66K+ 1.03% |
$227K - $262K
|
262K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.62KNew |
$224K - $258K
|
2.62K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.61KNew |
$223K - $257K
|
2.61K
$282K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.6K+ 9.05% |
$222K - $256K
|
31.3K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.55KNew |
$218K - $251K
|
2.55K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.53KNew |
$217K - $249K
|
2.53K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.53KNew |
$216K - $249K
|
2.53K
$273K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
2.52KNew |
$215K - $247K
|
2.52K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.51K+ 32.94% |
$214K - $246K
|
10.1K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.51KNew |
$214K - $246K
|
2.51K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.49KNew |
$213K - $245K
|
2.49K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.49KNew |
$213K - $245K
|
2.49K
$268K
|