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 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
473+ 1.28% |
$43.3K - $50K
|
37.5K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
470+ 1.31% |
$43K - $49.7K
|
36.4K
$3.89M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
468+ 17.58% |
$42.8K - $49.4K
|
3.13K
$334K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
467+ 3.49% |
$42.8K - $49.3K
|
13.8K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
465+ 0.22% |
$42.6K - $49.1K
|
210K
$22.5M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
465+ 14.27% |
$42.6K - $49.1K
|
3.72K
$398K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
463+ 7.67% |
$42.4K - $48.9K
|
6.5K
$694K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
462+ 2.58% |
$42.3K - $48.8K
|
18.4K
$1.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
461+ 4.05% |
$42.2K - $48.7K
|
11.8K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
457+ 5.3% |
$41.8K - $48.3K
|
9.07K
$969K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
455+ 2.73% |
$41.7K - $48.1K
|
17.1K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
454+ 2.43% |
$41.6K - $48K
|
19.2K
$2.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
452+ 13.63% |
$41.4K - $47.8K
|
3.77K
$402K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
452+ 1.97% |
$41.4K - $47.8K
|
23.4K
$2.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
450+ 11.88% |
$41.2K - $47.5K
|
4.24K
$453K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
449+ 2.02% |
$41.1K - $47.4K
|
22.7K
$2.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
447+ 3.4% |
$40.9K - $47.2K
|
13.6K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
442+ 2.42% |
$40.5K - $46.7K
|
18.7K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
439+ 1.08% |
$40.2K - $46.4K
|
41.2K
$4.4M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
432+ 11.37% |
$39.5K - $45.6K
|
4.23K
$452K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
429+ 1.7% |
$39.3K - $45.3K
|
25.7K
$2.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
426+ 9.5% |
$39K - $45K
|
4.91K
$525K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
419+ 15.52% |
$38.4K - $44.3K
|
3.12K
$333K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
417+ 1.38% |
$38.2K - $44.1K
|
30.6K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
411+ 4.71% |
$37.6K - $43.4K
|
9.13K
$975K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
407+ 0.64% |
$37.3K - $43K
|
63.6K
$6.8M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
406+ 2.56% |
$37.2K - $42.9K
|
16.3K
$1.74M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
401+ 3.91% |
$36.7K - $42.4K
|
10.7K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
400+ 48.02% |
$36.6K - $42.3K
|
1.23K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.29% |
$36.6K - $42.3K
|
137K
$14.6M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
400+ 1.22% |
$36.6K - $42.3K
|
33.1K
$3.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
397+ 5.52% |
$36.3K - $41.9K
|
7.58K
$810K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
396+ 9.82% |
$36.3K - $41.8K
|
4.43K
$473K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
393+ 4.04% |
$36K - $41.5K
|
10.1K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
391+ 2.51% |
$35.8K - $41.3K
|
16K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
387+ 152.96% |
$35.4K - $40.9K
|
640
$68.4K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
386+ 6.26% |
$35.3K - $40.8K
|
6.55K
$700K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
382+ 10.72% |
$35K - $40.4K
|
3.94K
$421K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
376+ 5.29% |
$34.4K - $39.7K
|
7.48K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
376+ 9.95% |
$34.4K - $39.7K
|
4.15K
$444K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
372+ 1.88% |
$34.1K - $39.3K
|
20.1K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
371+ 6.24% |
$34K - $39.2K
|
6.31K
$674K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
368+ 23.67% |
$33.7K - $38.9K
|
1.92K
$205K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
361+ 6.53% |
$33K - $38.1K
|
5.89K
$629K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
360+ 0.59% |
$33K - $38K
|
61K
$6.51M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
353+ 4.43% |
$32.3K - $37.3K
|
8.32K
$889K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
BUY
|
- |
350+ 7.58% |
$32K - $37K
|
4.97K
$530K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
350+ 2.05% |
$32K - $37K
|
17.5K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
349+ 0.15% |
$32K - $36.9K
|
230K
$24.5M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
348+ 7.27% |
$31.9K - $36.8K
|
5.14K
$549K
|