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 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
600+ 1.58% |
$54.9K - $63.4K
|
38.5K
$4.11M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
599New |
$54.8K - $63.3K
|
599
$64K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
598+ 7.9% |
$54.7K - $63.2K
|
8.17K
$872K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
594+ 3.88% |
$54.4K - $62.8K
|
15.9K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
592+ 21.83% |
$54.2K - $62.5K
|
3.3K
$353K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
589+ 21.84% |
$53.9K - $62.2K
|
3.29K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
583+ 0.48% |
$53.4K - $61.6K
|
122K
$13M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
572+ 0.84% |
$52.4K - $60.4K
|
68.9K
$7.36M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
570+ 7.75% |
$52.2K - $60.2K
|
7.93K
$847K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
567New |
$51.9K - $59.9K
|
567
$60.6K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
563+ 3.93% |
$51.5K - $59.5K
|
14.9K
$1.59M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
558+ 1.73% |
$51.1K - $59K
|
32.8K
$3.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
555+ 0.62% |
$50.8K - $58.6K
|
90.7K
$9.69M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
555+ 4.65% |
$50.8K - $58.6K
|
12.5K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
552+ 6.09% |
$50.5K - $58.3K
|
9.62K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
552+ 1.4% |
$50.5K - $58.3K
|
39.9K
$4.26M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
550+ 6.29% |
$50.4K - $58.1K
|
9.3K
$993K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
550New |
$50.4K - $58.1K
|
550
$58.7K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
547+ 2.12% |
$50.1K - $57.8K
|
26.4K
$2.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
545+ 13.67% |
$49.9K - $57.6K
|
4.53K
$484K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
540New |
$49.4K - $57.1K
|
540
$57.7K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
535New |
$49K - $56.5K
|
535
$57.1K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
530+ 12.2% |
$48.5K - $56K
|
4.87K
$520K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
529+ 8.42% |
$48.4K - $55.9K
|
6.81K
$727K
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
528+ 11.22% |
$48.3K - $55.8K
|
5.23K
$559K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
521+ 8.42% |
$47.7K - $55K
|
6.71K
$717K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
521+ 14.52% |
$47.7K - $55K
|
4.11K
$439K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
520+ 2.17% |
$47.6K - $54.9K
|
24.5K
$2.62M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
520+ 2.17% |
$47.6K - $54.9K
|
24.5K
$2.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
515+ 16.53% |
$47.1K - $54.4K
|
3.63K
$388K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
514+ 2.48% |
$47.1K - $54.3K
|
21.2K
$2.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
514+ 3.2% |
$47.1K - $54.3K
|
16.6K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
512New |
$46.9K - $54.1K
|
512
$54.7K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
511+ 13.15% |
$46.8K - $54K
|
4.4K
$470K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
508+ 48.02% |
$46.5K - $53.7K
|
1.57K
$167K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
506+ 21.52% |
$46.3K - $53.5K
|
2.86K
$305K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
506+ 1.7% |
$46.3K - $53.5K
|
30.2K
$3.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
504+ 6.22% |
$46.1K - $53.2K
|
8.61K
$919K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
503+ 112.03% |
$46K - $53.1K
|
952
$102K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
499+ 8.25% |
$45.7K - $52.7K
|
6.55K
$699K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
499+ 24.01% |
$45.7K - $52.7K
|
2.58K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
498+ 0.1% |
$45.6K - $52.6K
|
486K
$51.9M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
489+ 3.69% |
$44.8K - $51.7K
|
13.8K
$1.47M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
485+ 9.88% |
$44.4K - $51.2K
|
5.39K
$576K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
484+ 1.47% |
$44.3K - $51.1K
|
33.4K
$3.57M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
484+ 0.0% |
$44.3K - $51.1K
|
70.2M
$7.5B
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
483+ 3.56% |
$44.2K - $51K
|
14K
$1.5M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
479+ 134.17% |
$43.9K - $50.6K
|
836
$89.3K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
478+ 6.48% |
$43.8K - $50.5K
|
7.86K
$839K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
478+ 6.48% |
$43.8K - $50.5K
|
7.86K
$839K
|