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 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
2.13KNew |
$182K - $210K
|
2.13K
$230K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
2.13KNew |
$182K - $209K
|
2.13K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
2.13KNew |
$182K - $209K
|
2.13K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.12K+ 16.8% |
$181K - $208K
|
14.7K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
BUY
|
- |
2.08KNew |
$178K - $204K
|
2.08K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
2.07KNew |
$177K - $204K
|
2.07K
$223K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
2.07KNew |
$177K - $203K
|
2.07K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.06KNew |
$176K - $203K
|
2.06K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.05K+ 83.43% |
$175K - $202K
|
4.52K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.05K+ 13.68% |
$175K - $201K
|
17K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.04K+ 2.97% |
$174K - $201K
|
70.8K
$7.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2K+ 5.58% |
$171K - $197K
|
37.8K
$4.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2K+ 33.89% |
$171K - $196K
|
7.89K
$850K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.99K+ 10.36% |
$170K - $195K
|
21.2K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.97K+ 12.16% |
$168K - $193K
|
18.1K
$1.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.96K+ 9.95% |
$168K - $193K
|
21.7K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.96K+ 17.83% |
$167K - $193K
|
13K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.95K+ 7.66% |
$167K - $192K
|
27.5K
$2.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.95K+ 17.03% |
$167K - $192K
|
13.4K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.93K+ 42.01% |
$165K - $190K
|
6.52K
$703K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 7.71% |
$165K - $190K
|
26.9K
$2.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.92K+ 5.83% |
$164K - $189K
|
34.9K
$3.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.92K+ 23.02% |
$164K - $188K
|
10.2K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.89K+ 40.53% |
$161K - $186K
|
6.55K
$706K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.88KNew |
$161K - $185K
|
1.88K
$203K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 59.84% |
$159K - $183K
|
4.98K
$537K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
1.86K+ 8.43% |
$159K - $183K
|
23.9K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.84K+ 7.35% |
$157K - $181K
|
26.9K
$2.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.83KNew |
$156K - $180K
|
1.83K
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.79K+ 57.33% |
$153K - $176K
|
4.92K
$530K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.78K+ 3.78% |
$152K - $175K
|
48.9K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.78KNew |
$152K - $175K
|
1.78K
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.77K+ 5.95% |
$151K - $174K
|
31.5K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.77K+ 4.69% |
$151K - $174K
|
39.5K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.72K+ 16.55% |
$147K - $169K
|
12.1K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.72KNew |
$147K - $169K
|
1.72K
$185K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.67K+ 69.52% |
$143K - $165K
|
4.08K
$440K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.67K+ 18.39% |
$142K - $164K
|
10.7K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
1.64K+ 2.37% |
$140K - $161K
|
70.8K
$7.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.62K+ 5.13% |
$139K - $160K
|
33.3K
$3.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 11.53% |
$138K - $159K
|
15.6K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.6K+ 3.48% |
$137K - $157K
|
47.6K
$5.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.59KNew |
$136K - $156K
|
1.59K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.59K+ 4.01% |
$136K - $156K
|
41.2K
$4.44M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.57K+ 7.7% |
$134K - $154K
|
21.9K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.55K+ 2.18% |
$133K - $152K
|
72.6K
$7.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.54K+ 1.78% |
$132K - $151K
|
87.9K
$9.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.54K+ 12.98% |
$131K - $151K
|
13.4K
$1.44M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.53K+ 27.61% |
$131K - $151K
|
7.09K
$764K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.48K+ 5.18% |
$126K - $145K
|
30K
$3.23M
|