Purchases and Sales Made in Q3 2023 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-516- 15.08% |
$44.7K - $49.3K
|
2.91K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-521- 2.47% |
$45.1K - $49.8K
|
20.6K
$2.39M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-522- 7.8% |
$45.2K - $49.9K
|
6.17K
$718K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-524- 7.98% |
$45.4K - $50.1K
|
6.04K
$703K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-525- 3.27% |
$45.5K - $50.2K
|
15.5K
$1.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-530- 0.94% |
$45.9K - $50.6K
|
56.1K
$6.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-535- 13.58% |
$46.4K - $51.1K
|
3.41K
$396K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-539- 3.77% |
$46.7K - $51.5K
|
13.7K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-540- 1.49% |
$46.8K - $51.6K
|
35.8K
$4.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-555- 2.0% |
$48.1K - $53K
|
27.3K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-557- 1.57% |
$48.3K - $53.2K
|
34.9K
$4.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-559- 4.53% |
$48.4K - $53.4K
|
11.8K
$1.37M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-574- 17.59% |
$49.7K - $54.9K
|
2.69K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-580- 6.74% |
$50.3K - $55.4K
|
8.02K
$933K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-583- 6.23% |
$50.5K - $55.7K
|
8.78K
$1.02M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-589- 3.47% |
$51K - $56.3K
|
16.4K
$1.91M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-601- 5.98% |
$52.1K - $57.4K
|
9.45K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-616- 4.45% |
$53.4K - $58.9K
|
13.2K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-628- 18.78% |
$54.4K - $60K
|
2.72K
$316K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-630- 1.94% |
$54.6K - $60.2K
|
31.8K
$3.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-635- 2.85% |
$55K - $60.7K
|
21.6K
$2.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-635- 3.24% |
$55K - $60.7K
|
19K
$2.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-635- 6.95% |
$55K - $60.7K
|
8.51K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-640- 3.51% |
$55.5K - $61.2K
|
17.6K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-657- 11.06% |
$56.9K - $62.8K
|
5.28K
$615K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-665- 18.59% |
$57.6K - $63.5K
|
2.91K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-668- 5.58% |
$57.9K - $63.8K
|
11.3K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-669- 2.07% |
$58K - $63.9K
|
31.7K
$3.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-672- 4.78% |
$58.2K - $64.2K
|
13.4K
$1.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-680- 2.72% |
$58.9K - $65K
|
24.3K
$2.82M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-689- 16.14% |
$59.7K - $65.8K
|
3.58K
$416K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-693- 6.91% |
$60K - $66.2K
|
9.34K
$1.09M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.33% |
$60.7K - $66.9K
|
211K
$24.6M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-715- 23.24% |
$62K - $68.3K
|
2.36K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-722- 2.19% |
$62.6K - $69K
|
32.2K
$3.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-724- 3.71% |
$62.7K - $69.2K
|
18.8K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-727- 46.87% |
$63K - $69.5K
|
824
$95.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-748- 0.31% |
$64.8K - $71.5K
|
238K
$27.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-753- 26.5% |
$65.2K - $72K
|
2.09K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-753- 14.27% |
$65.2K - $72K
|
4.52K
$526K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-773- 12.59% |
$67K - $73.9K
|
5.37K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-777- 2.73% |
$67.3K - $74.3K
|
27.7K
$3.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-779- 26.82% |
$67.5K - $74.4K
|
2.13K
$247K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-792- 9.62% |
$68.6K - $75.7K
|
7.45K
$866K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-792- 5.93% |
$68.6K - $75.7K
|
12.6K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-796- 10.54% |
$69K - $76.1K
|
6.76K
$786K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-797- 6.05% |
$69.1K - $76.2K
|
12.4K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-798- 3.27% |
$69.1K - $76.3K
|
23.6K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-802- 1.11% |
$69.5K - $76.6K
|
71.2K
$8.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-808- 17.33% |
$70K - $77.2K
|
3.85K
$448K
|