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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
347+ 16.5% |
$31.8K - $36.7K
|
2.45K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
346+ 0.57% |
$31.7K - $36.6K
|
60.9K
$6.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
345+ 2.13% |
$31.6K - $36.4K
|
16.5K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
329+ 2.85% |
$30.1K - $34.8K
|
11.9K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
328+ 3.54% |
$30K - $34.7K
|
9.58K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
326+ 6.28% |
$29.8K - $34.4K
|
5.52K
$589K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
323+ 2.86% |
$29.6K - $34.1K
|
11.6K
$1.24M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
316+ 6.74% |
$28.9K - $33.4K
|
5.01K
$535K
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
315+ 12.51% |
$28.8K - $33.3K
|
2.83K
$302K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
312+ 1.25% |
$28.6K - $33K
|
25.4K
$2.71M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
310+ 1.93% |
$28.4K - $32.8K
|
16.4K
$1.75M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
308+ 6.83% |
$28.2K - $32.5K
|
4.82K
$514K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
304+ 0.68% |
$27.8K - $32.1K
|
44.9K
$4.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.6% |
$27.5K - $31.7K
|
50.1K
$5.35M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
300+ 5.33% |
$27.5K - $31.7K
|
5.93K
$633K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
300+ 3.2% |
$27.5K - $31.7K
|
9.69K
$1.03M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
300+ 3.2% |
$27.5K - $31.7K
|
9.69K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
299+ 2.98% |
$27.4K - $31.6K
|
10.3K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
299+ 0.99% |
$27.4K - $31.6K
|
30.6K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
299+ 3.3% |
$27.4K - $31.6K
|
9.35K
$999K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
298+ 5.77% |
$27.3K - $31.5K
|
5.46K
$583K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
297+ 14.6% |
$27.2K - $31.4K
|
2.33K
$249K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
290+ 25.37% |
$26.5K - $30.6K
|
1.43K
$153K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
290+ 6.38% |
$26.5K - $30.6K
|
4.84K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
289New |
$26.5K - $30.5K
|
289
$30.9K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
286+ 12.07% |
$26.2K - $30.2K
|
2.66K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
284+ 3.68% |
$26K - $30K
|
8.01K
$855K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
282+ 8.53% |
$25.8K - $29.8K
|
3.59K
$383K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
280+ 7.21% |
$25.6K - $29.6K
|
4.16K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
280+ 3.26% |
$25.6K - $29.6K
|
8.88K
$949K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
279+ 8.01% |
$25.5K - $29.5K
|
3.76K
$402K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
279+ 1.56% |
$25.5K - $29.5K
|
18.1K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
274+ 2.43% |
$25.1K - $28.9K
|
11.6K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
270+ 0.71% |
$24.7K - $28.5K
|
38K
$4.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
265+ 0.09% |
$24.3K - $28K
|
286K
$30.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
264+ 45.67% |
$24.2K - $27.9K
|
842
$89.9K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
264+ 33.21% |
$24.2K - $27.9K
|
1.06K
$113K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
262+ 2.35% |
$24K - $27.7K
|
11.4K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
257+ 1.65% |
$23.5K - $27.2K
|
15.8K
$1.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
254+ 5.76% |
$23.3K - $26.8K
|
4.67K
$498K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
254+ 12.37% |
$23.3K - $26.8K
|
2.31K
$246K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
251+ 12.78% |
$23K - $26.5K
|
2.22K
$237K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
251+ 12.85% |
$23K - $26.5K
|
2.21K
$236K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
250+ 7.69% |
$22.9K - $26.4K
|
3.5K
$374K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
249+ 0.45% |
$22.8K - $26.3K
|
55.7K
$5.95M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
247+ 6.53% |
$22.6K - $26.1K
|
4.03K
$431K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
245+ 1.06% |
$22.4K - $25.9K
|
23.3K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
245+ 12.06% |
$22.4K - $25.9K
|
2.28K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
244+ 2.38% |
$22.3K - $25.8K
|
10.5K
$1.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
243+ 0.5% |
$22.2K - $25.7K
|
49K
$5.23M
|