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 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 3.4% |
$212K - $244K
|
75.5K
$8.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
2.47K+ 21.7% |
$211K - $243K
|
13.8K
$1.49M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.46K+ 98.24% |
$210K - $242K
|
4.97K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.46KNew |
$210K - $242K
|
2.46K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 103.9% |
$210K - $241K
|
4.81K
$519K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2.45K+ 62.56% |
$209K - $241K
|
6.37K
$686K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.43KNew |
$207K - $239K
|
2.43K
$262K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.42KNew |
$207K - $238K
|
2.42K
$261K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.42K+ 6.37% |
$206K - $237K
|
40.3K
$4.35M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.41K+ 18.18% |
$206K - $237K
|
15.7K
$1.69M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.4KNew |
$205K - $236K
|
2.4K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.39K+ 35.71% |
$204K - $235K
|
9.08K
$979K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
2.39KNew |
$204K - $235K
|
2.39K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.39KNew |
$204K - $234K
|
2.39K
$257K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
2.37K+ 107.87% |
$203K - $233K
|
4.57K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.37KNew |
$202K - $233K
|
2.37K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$201K - $231K
|
2.35K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.33KNew |
$199K - $229K
|
2.33K
$251K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.31KNew |
$198K - $227K
|
2.31K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.31K+ 19.98% |
$197K - $227K
|
13.9K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.29KNew |
$196K - $225K
|
2.29K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.29KNew |
$196K - $225K
|
2.29K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.29K+ 109.38% |
$195K - $225K
|
4.37K
$471K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.28K+ 44.71% |
$195K - $225K
|
7.39K
$797K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.27KNew |
$194K - $223K
|
2.27K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.27KNew |
$194K - $223K
|
2.27K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.27K+ 2.75% |
$194K - $223K
|
84.8K
$9.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$193K - $222K
|
2.26K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.26KNew |
$193K - $222K
|
2.26K
$243K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.25KNew |
$192K - $221K
|
2.25K
$242K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.24KNew |
$191K - $220K
|
2.24K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.23KNew |
$191K - $220K
|
2.23K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.23KNew |
$190K - $219K
|
2.23K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.23KNew |
$190K - $219K
|
2.23K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$189K - $218K
|
2.22K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
2.22KNew |
$189K - $218K
|
2.22K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.21KNew |
$189K - $217K
|
2.21K
$238K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.21KNew |
$188K - $217K
|
2.21K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
2.2KNew |
$188K - $217K
|
2.2K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
2.2KNew |
$188K - $216K
|
2.2K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.2K+ 55.14% |
$188K - $216K
|
6.19K
$667K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$187K - $216K
|
2.19K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.19KNew |
$187K - $215K
|
2.19K
$236K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.18K+ 16.26% |
$186K - $214K
|
15.6K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.17KNew |
$185K - $213K
|
2.17K
$234K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.16KNew |
$185K - $213K
|
2.16K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.16KNew |
$184K - $212K
|
2.16K
$233K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.14KNew |
$183K - $210K
|
2.14K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.14KNew |
$183K - $210K
|
2.14K
$230K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
2.14KNew |
$182K - $210K
|
2.14K
$230K
|