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 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
574+ 11.38% |
$49K - $56.4K
|
5.62K
$685K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
571+ 1.81% |
$48.8K - $56.1K
|
32.2K
$3.92M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
570+ 100.0% |
$48.7K - $56K
|
1.14K
$139K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
560+ 2.27% |
$47.8K - $55.1K
|
25.2K
$3.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
549+ 20.19% |
$46.9K - $54K
|
3.27K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
549+ 14.72% |
$46.9K - $54K
|
4.28K
$522K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
538+ 1.62% |
$46K - $52.9K
|
33.8K
$4.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
530+ 2.96% |
$45.3K - $52.1K
|
18.5K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
529+ 2.54% |
$45.2K - $52K
|
21.4K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
519New |
$44.3K - $51K
|
519
$63.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
518+ 0.87% |
$44.3K - $50.9K
|
60K
$7.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
516+ 6.91% |
$44.1K - $50.7K
|
7.98K
$973K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
510+ 8.77% |
$43.6K - $50.1K
|
6.32K
$771K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
503+ 7.16% |
$43K - $49.4K
|
7.53K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
500New |
$42.7K - $49.2K
|
500
$61K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
495+ 5.07% |
$42.3K - $48.7K
|
10.3K
$1.25M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
495New |
$42.3K - $48.7K
|
495
$60.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
489+ 4.74% |
$41.8K - $48.1K
|
10.8K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
488+ 1.58% |
$41.7K - $48K
|
31.4K
$3.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
485+ 13.53% |
$41.4K - $47.7K
|
4.07K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
481+ 11.65% |
$41.1K - $47.3K
|
4.61K
$562K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
477+ 14.93% |
$40.8K - $46.9K
|
3.67K
$448K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
474+ 12.3% |
$40.5K - $46.6K
|
4.33K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
469+ 0.73% |
$40.1K - $46.1K
|
64.6K
$7.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
455+ 3.64% |
$38.9K - $44.7K
|
13K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
446+ 0.26% |
$38.1K - $43.8K
|
171K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
443+ 3.17% |
$37.8K - $43.6K
|
14.4K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
437New |
$37.3K - $43K
|
437
$53.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
435+ 145.0% |
$37.2K - $42.8K
|
735
$89.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
435+ 2.13% |
$37.2K - $42.8K
|
20.9K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
411New |
$35.1K - $40.4K
|
411
$50.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
410+ 0.67% |
$35K - $40.3K
|
61.7K
$7.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
410+ 17.12% |
$35K - $40.3K
|
2.81K
$342K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
405+ 5.3% |
$34.6K - $39.8K
|
8.04K
$981K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
404+ 1.88% |
$34.5K - $39.7K
|
21.9K
$2.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
401+ 6.72% |
$34.3K - $39.4K
|
6.36K
$776K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
398+ 1.85% |
$34K - $39.1K
|
21.9K
$2.67M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
398New |
$34K - $39.1K
|
398
$48.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
397+ 12.67% |
$33.9K - $39K
|
3.53K
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
391+ 0.9% |
$33.4K - $38.4K
|
43.9K
$5.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
387+ 9.8% |
$33.1K - $38K
|
4.34K
$529K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
387+ 5.54% |
$33.1K - $38K
|
7.38K
$900K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
385+ 1.12% |
$32.9K - $37.8K
|
34.7K
$4.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
382+ 1.73% |
$32.6K - $37.6K
|
22.4K
$2.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
380+ 5.2% |
$32.5K - $37.4K
|
7.69K
$938K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
377+ 5.04% |
$32.2K - $37.1K
|
7.85K
$958K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
374+ 14.61% |
$32K - $36.8K
|
2.93K
$358K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
370+ 16.02% |
$31.6K - $36.4K
|
2.68K
$327K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
368+ 3.84% |
$31.4K - $36.2K
|
9.94K
$1.21M
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
361+ 11.19% |
$30.8K - $35.5K
|
3.59K
$438K
|