Purchases and Sales Made in Q1 2023 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
1.21K+ 30.47% |
$111K - $128K
|
5.19K
$574K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.2K+ 21.65% |
$110K - $127K
|
6.76K
$748K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.2K+ 17.9% |
$109K - $126K
|
7.88K
$873K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.18K+ 1.71% |
$108K - $125K
|
70.1K
$7.77M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 53.48% |
$106K - $123K
|
3.33K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.16K+ 0.55% |
$106K - $122K
|
211K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.15K+ 5.98% |
$105K - $121K
|
20.4K
$2.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.14K+ 14.66% |
$105K - $121K
|
8.95K
$991K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.14K+ 2.82% |
$104K - $121K
|
41.6K
$4.6M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.13KNew |
$103K - $119K
|
1.13K
$125K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.12K+ 46.05% |
$103K - $119K
|
3.57K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.12K+ 32.52% |
$102K - $118K
|
4.55K
$504K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.11K+ 5.51% |
$102K - $117K
|
21.2K
$2.35M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.11K+ 33.63% |
$102K - $117K
|
4.41K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
1.11K+ 2.33% |
$101K - $117K
|
48.7K
$5.4M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.1K+ 0.4% |
$101K - $117K
|
277K
$30.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$101K - $116K
|
1.1K
$122K
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.1K+ 2.81% |
$101K - $116K
|
40.3K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.1K+ 0.42% |
$100K - $116K
|
264K
$29.2M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.1K+ 0.42% |
$100K - $116K
|
264K
$29.2M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.1K+ 4.49% |
$100K - $116K
|
25.5K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.09K+ 10.15% |
$100K - $116K
|
11.9K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.09K+ 0.86% |
$100K - $115K
|
128K
$14.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.09K+ 6.66% |
$99.8K - $115K
|
17.5K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.08K+ 31.41% |
$98.8K - $114K
|
4.51K
$500K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.07K+ 1.52% |
$98.1K - $113K
|
71.6K
$7.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.06K+ 11.58% |
$96.9K - $112K
|
10.2K
$1.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.05K+ 5.98% |
$96K - $111K
|
18.6K
$2.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.05K+ 7.71% |
$95.9K - $111K
|
14.6K
$1.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.05K+ 10.77% |
$95.7K - $110K
|
10.8K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.04K+ 21.1% |
$95.6K - $110K
|
5.99K
$664K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.04K+ 7.43% |
$95.1K - $110K
|
15K
$1.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
1.03K+ 19.61% |
$94.2K - $109K
|
6.28K
$695K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.02K+ 9.16% |
$93.7K - $108K
|
12.2K
$1.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.02K+ 23.79% |
$93.7K - $108K
|
5.32K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.01K+ 8.57% |
$92.1K - $106K
|
12.7K
$1.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1K+ 4.38% |
$91.6K - $106K
|
23.8K
$2.64M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
992+ 1.8% |
$90.8K - $105K
|
56.2K
$6.23M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
992+ 4.1% |
$90.8K - $105K
|
25.2K
$2.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
971New |
$88.9K - $103K
|
971
$108K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
959+ 28.55% |
$87.8K - $101K
|
4.32K
$478K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
944New |
$86.4K - $99.7K
|
944
$105K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
943+ 15.52% |
$86.3K - $99.6K
|
7.02K
$777K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
938+ 15.11% |
$85.9K - $99.1K
|
7.14K
$791K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
934+ 33.25% |
$85.5K - $98.7K
|
3.74K
$415K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
932+ 1864.0% |
$85.3K - $98.5K
|
982
$109K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
927+ 15.31% |
$84.9K - $97.9K
|
6.98K
$773K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
901+ 2.71% |
$82.5K - $95.2K
|
34.1K
$3.78M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
878+ 1.42% |
$80.4K - $92.8K
|
62.9K
$6.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
873+ 12.62% |
$79.9K - $92.2K
|
7.79K
$863K
|