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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.26K- 3.52% |
$109K - $120K
|
34.5K
$4.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.26K- 11.07% |
$109K - $121K
|
10.1K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.28K- 4.59% |
$111K - $122K
|
26.6K
$3.19M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.28K- 6.75% |
$111K - $123K
|
17.7K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-1.32K- 0.4% |
$114K - $126K
|
330K
$39.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.33K- 13.58% |
$115K - $127K
|
8.43K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.33K- 6.56% |
$115K - $127K
|
18.9K
$2.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.35K- 5.27% |
$117K - $129K
|
24.3K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.37K- 4.68% |
$119K - $131K
|
27.9K
$3.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.39K- 4.77% |
$121K - $133K
|
27.8K
$3.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.39K- 35.67% |
$121K - $133K
|
2.51K
$302K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-1.4K- 13.01% |
$121K - $134K
|
9.35K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-1.42K- 11.05% |
$123K - $136K
|
11.4K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.43K- 0.61% |
$124K - $136K
|
234K
$28.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.45K- 15.91% |
$125K - $138K
|
7.64K
$918K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.45K- 2.47% |
$126K - $138K
|
57.1K
$6.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.46K- 29.56% |
$127K - $140K
|
3.48K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.47K- 5.1% |
$127K - $140K
|
27.3K
$3.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.47K- 32.2% |
$127K - $141K
|
3.1K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.5K- 0.41% |
$130K - $143K
|
360K
$43.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1.5K- 27.27% |
$130K - $143K
|
4K
$481K
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.5K- 2.73% |
$130K - $144K
|
53.5K
$6.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.53K- 0.6% |
$132K - $146K
|
252K
$30.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-1.59K- 0.85% |
$138K - $152K
|
186K
$22.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.62K- 7.27% |
$141K - $155K
|
20.7K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.65KClosed |
$143K - $158K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.66K- 76.48% |
$144K - $158K
|
510
$61.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.66K- 31.29% |
$144K - $159K
|
3.65K
$439K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.68K- 22.52% |
$145K - $160K
|
5.78K
$694K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.69K- 3.11% |
$146K - $161K
|
52.5K
$6.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.7K- 5.05% |
$147K - $162K
|
31.9K
$3.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.7K- 1.42% |
$147K - $162K
|
118K
$14.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.71K- 41.45% |
$148K - $163K
|
2.41K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.73K- 0.43% |
$150K - $166K
|
403K
$48.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.75K- 28.0% |
$152K - $167K
|
4.5K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.76K- 1.51% |
$152K - $168K
|
114K
$13.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 33.82% |
$153K - $168K
|
3.45K
$415K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 33.82% |
$153K - $168K
|
3.45K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.77K- 2.22% |
$153K - $169K
|
77.8K
$9.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.85K- 31.36% |
$160K - $176K
|
4.04K
$486K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.9K- 80.13% |
$165K - $182K
|
472
$56.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.93K- 0.59% |
$168K - $185K
|
328K
$39.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.98K- 23.25% |
$172K - $190K
|
6.55K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.01K- 32.52% |
$174K - $192K
|
4.17K
$501K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.01K- 4.84% |
$174K - $192K
|
39.5K
$4.75M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-2.01K- 2.94% |
$174K - $192K
|
66.6K
$8M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.03K- 3.76% |
$176K - $194K
|
52K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.04K- 54.3% |
$177K - $195K
|
1.72K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.05K- 1.57% |
$178K - $196K
|
129K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.06K- 4.3% |
$178K - $197K
|
45.9K
$5.51M
|