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 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
148+ 4.29% |
$13.5K - $15.6K
|
3.6K
$384K
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
148+ 1.42% |
$13.5K - $15.6K
|
10.5K
$1.13M
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
147New |
$13.5K - $15.5K
|
147
$15.7K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
146New |
$13.4K - $15.4K
|
146
$15.6K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
142+ 2.36% |
$13K - $15K
|
6.16K
$658K
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
142+ 3.39% |
$13K - $15K
|
4.33K
$463K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
142+ 2.45% |
$13K - $15K
|
5.93K
$633K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
141+ 2.32% |
$12.9K - $14.9K
|
6.21K
$664K
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
138+ 4.44% |
$12.6K - $14.6K
|
3.25K
$347K
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
137+ 1.18% |
$12.5K - $14.5K
|
11.7K
$1.25M
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
136+ 5.35% |
$12.5K - $14.4K
|
2.68K
$286K
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
136+ 4.97% |
$12.5K - $14.4K
|
2.87K
$307K
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
131+ 1.46% |
$12K - $13.8K
|
9.11K
$973K
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
131+ 2.6% |
$12K - $13.8K
|
5.17K
$552K
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
130+ 2.38% |
$11.9K - $13.7K
|
5.6K
$598K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
130+ 0.27% |
$11.9K - $13.7K
|
49.1K
$5.25M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
126+ 1.03% |
$11.5K - $13.3K
|
12.3K
$1.32M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
126+ 4.77% |
$11.5K - $13.3K
|
2.77K
$295K
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
125+ 3.03% |
$11.4K - $13.2K
|
4.25K
$454K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
125+ 2.77% |
$11.4K - $13.2K
|
4.64K
$496K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
124+ 5.37% |
$11.4K - $13.1K
|
2.43K
$260K
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
123+ 3.44% |
$11.3K - $13K
|
3.7K
$396K
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
122+ 1.62% |
$11.2K - $12.9K
|
7.65K
$817K
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
120+ 2.5% |
$11K - $12.7K
|
4.93K
$526K
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
118+ 0.33% |
$10.8K - $12.5K
|
35.9K
$3.83M
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
118+ 11.57% |
$10.8K - $12.5K
|
1.14K
$122K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
118+ 5.47% |
$10.8K - $12.5K
|
2.28K
$243K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
118+ 16.01% |
$10.8K - $12.5K
|
855
$91.3K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
117+ 0.23% |
$10.7K - $12.4K
|
50K
$5.34M
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
117+ 3.73% |
$10.7K - $12.4K
|
3.25K
$347K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
115+ 1.07% |
$10.5K - $12.1K
|
10.8K
$1.16M
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
114+ 1.1% |
$10.4K - $12K
|
10.5K
$1.12M
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
112+ 5.34% |
$10.3K - $11.8K
|
2.21K
$236K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
112+ 0.58% |
$10.3K - $11.8K
|
19.4K
$2.07M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 18.97% |
$10.1K - $11.6K
|
690
$73.7K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
110+ 6.8% |
$10.1K - $11.6K
|
1.73K
$184K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
106+ 0.9% |
$9.7K - $11.2K
|
11.8K
$1.26M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
103+ 1.44% |
$9.43K - $10.9K
|
7.25K
$774K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
103+ 0.31% |
$9.43K - $10.9K
|
33.3K
$3.56M
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
103+ 0.79% |
$9.43K - $10.9K
|
13.1K
$1.4M
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
101+ 3.94% |
$9.25K - $10.7K
|
2.67K
$285K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 4.81% |
$9.16K - $10.6K
|
2.18K
$233K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
100+ 3.3% |
$9.16K - $10.6K
|
3.13K
$334K
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
100+ 0.25% |
$9.16K - $10.6K
|
39.4K
$4.21M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100+ 1.97% |
$9.16K - $10.6K
|
5.19K
$554K
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
99+ 1.39% |
$9.06K - $10.5K
|
7.21K
$770K
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
98+ 4.36% |
$8.97K - $10.4K
|
2.35K
$251K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
95+ 12.18% |
$8.7K - $10K
|
875
$93.5K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
94+ 73.44% |
$8.61K - $9.93K
|
222
$23.7K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
94+ 4.54% |
$8.61K - $9.93K
|
2.17K
$231K
|