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 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
243+ 9.46% |
$22.2K - $25.7K
|
2.81K
$300K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
238+ 0.85% |
$21.8K - $25.1K
|
28.3K
$3.02M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
238+ 4.92% |
$21.8K - $25.1K
|
5.07K
$542K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
232+ 7.25% |
$21.2K - $24.5K
|
3.43K
$366K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
231+ 5.02% |
$21.1K - $24.4K
|
4.84K
$516K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
230+ 1.3% |
$21.1K - $24.3K
|
17.9K
$1.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
228+ 10.17% |
$20.9K - $24.1K
|
2.47K
$264K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
216+ 3.36% |
$19.8K - $22.8K
|
6.64K
$709K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
215+ 4.01% |
$19.7K - $22.7K
|
5.58K
$596K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
215+ 1.89% |
$19.7K - $22.7K
|
11.6K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
213+ 4.08% |
$19.5K - $22.5K
|
5.43K
$580K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
206+ 0.8% |
$18.9K - $21.8K
|
26.1K
$2.79M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
205+ 17.97% |
$18.8K - $21.7K
|
1.35K
$144K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
204+ 9.74% |
$18.7K - $21.6K
|
2.3K
$245K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
203+ 5.38% |
$18.6K - $21.4K
|
3.98K
$425K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
202+ 3.5% |
$18.5K - $21.3K
|
5.97K
$638K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
202+ 3.22% |
$18.5K - $21.3K
|
6.48K
$692K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
201+ 8.27% |
$18.4K - $21.2K
|
2.63K
$281K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
201+ 4.49% |
$18.4K - $21.2K
|
4.67K
$499K
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
200+ 0.18% |
$18.3K - $21.1K
|
111K
$11.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
194+ 1.39% |
$17.8K - $20.5K
|
14.1K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
BUY
|
- |
193+ 1.08% |
$17.7K - $20.4K
|
18K
$1.93M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
188+ 1.21% |
$17.2K - $19.9K
|
15.7K
$1.68M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
186+ 15.32% |
$17K - $19.7K
|
1.4K
$150K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
186+ 0.78% |
$17K - $19.7K
|
24.1K
$2.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
184+ 5.03% |
$16.8K - $19.4K
|
3.85K
$411K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
183+ 6.25% |
$16.8K - $19.3K
|
3.11K
$332K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
179+ 1.0% |
$16.4K - $18.9K
|
18K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
178+ 1.09% |
$16.3K - $18.8K
|
16.5K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
176+ 3.04% |
$16.1K - $18.6K
|
5.98K
$638K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
175+ 0.16% |
$16K - $18.5K
|
110K
$11.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
174+ 0.76% |
$15.9K - $18.4K
|
23K
$2.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
173+ 3.35% |
$15.8K - $18.3K
|
5.33K
$570K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
172+ 8.51% |
$15.7K - $18.2K
|
2.19K
$234K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
169+ 174.23% |
$15.5K - $17.9K
|
266
$28.4K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
168+ 36.52% |
$15.4K - $17.7K
|
628
$67.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
166+ 3.02% |
$15.2K - $17.5K
|
5.67K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
166+ 0.63% |
$15.2K - $17.5K
|
26.4K
$2.82M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
160+ 7.14% |
$14.6K - $16.9K
|
2.4K
$256K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
160+ 4.34% |
$14.6K - $16.9K
|
3.85K
$411K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
160+ 26.85% |
$14.6K - $16.9K
|
756
$80.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
157+ 1.75% |
$14.4K - $16.6K
|
9.15K
$978K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
156+ 12.59% |
$14.3K - $16.5K
|
1.4K
$149K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
156+ 0.56% |
$14.3K - $16.5K
|
27.8K
$2.97M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
154+ 5.94% |
$14.1K - $16.3K
|
2.75K
$293K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
151+ 7.3% |
$13.8K - $16K
|
2.22K
$237K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
150+ 1.02% |
$13.7K - $15.8K
|
14.9K
$1.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
150+ 1.05% |
$13.7K - $15.8K
|
14.5K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
150+ 2.54% |
$13.7K - $15.8K
|
6.05K
$646K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
150+ 0.29% |
$13.7K - $15.8K
|
52.7K
$5.62M
|