Purchases and Sales Made in Q1 2023 in Duke Energy Corp (DUK)

DUK Quotes by TradingView

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 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
94
+ 5.42%
$8.61K - $9.93K
1.83K $195K
May 15, 2023 Q1 2023
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
88
+ 4.02%
$8.06K - $9.3K
2.28K $243K
May 03, 2023 Q1 2023
Adell Harriman & Carpenter Inc

BUY
 -
87
+ 2.2%
$7.96K - $9.19K
4.04K $432K
May 11, 2023 Q1 2023
Western Pacific Wealth Management, LP

BUY
 -
87
+ 7.37%
$7.96K - $9.19K
1.27K $135K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
86
+ 1.31%
$7.87K - $9.09K
6.65K $711K
Apr 13, 2023 Q1 2023
Powers Advisory Group, LLC

BUY
 -
85
+ 1.33%
$7.78K - $8.98K
6.48K $692K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
85
+ 6.85%
$7.78K - $8.98K
1.33K $142K
Apr 24, 2023 Q1 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
83
+ 488.24%
$7.6K - $8.77K
100 $10.7K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
83
+ 1.78%
$7.6K - $8.77K
4.75K $508K
May 10, 2023 Q1 2023
Rock Creek Group, LP

BUY
 -
83
+ 5.12%
$7.6K - $8.77K
1.71K $182K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
81
+ 3.89%
$7.42K - $8.56K
2.16K $231K
Apr 11, 2023 Q1 2023
Pacifica Partners Inc.

BUY
 -
79
+ 34.2%
$7.23K - $8.35K
310 $33.1K
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
79
+ 0.45%
$7.23K - $8.35K
17.6K $1.88M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
79
+ 1.61%
$7.23K - $8.35K
4.98K $532K
May 10, 2023 Q1 2023
Mcintyre Freedman & Flynn Investment Advisers Inc

Orleans, MA
BUY
 -
77
+ 0.27%
$7.05K - $8.14K
28.1K $3M
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
77
+ 2.99%
$7.05K - $8.14K
2.65K $283K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
76
+ 3.86%
$6.96K - $8.03K
2.05K $218K
Jun 01, 2023 Q1 2023
Searle & Co.

BUY
 -
76
+ 2.53%
$6.96K - $8.03K
3.08K $329K
Apr 18, 2023 Q1 2023
Community Trust & Investment CO

BUY
 -
73
+ 3.33%
$6.68K - $7.71K
2.27K $242K
Apr 13, 2023 Q1 2023
Town & Country Bank & Trust CO Dba First Bankers Trust CO

BUY
 -
71
+ 2.11%
$6.5K - $7.5K
3.43K $366K
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
70
+ 44.03%
$6.41K - $7.4K
229 $24.5K
May 15, 2023 Q1 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
70
+ 0.29%
$6.41K - $7.4K
24.2K $2.59M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
70
New
$6.41K - $7.4K
70 $7.48K
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
69
+ 14.05%
$6.32K - $7.29K
560 $59.8K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
68
+ 47.89%
$6.23K - $7.18K
210 $22.4K
May 10, 2023 Q1 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
67
+ 3.32%
$6.13K - $7.08K
2.09K $223K
Apr 24, 2023 Q1 2023
Essex Savings Bank

BUY
 -
66
+ 1.01%
$6.04K - $6.97K
6.62K $707K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
63
+ 0.77%
$5.77K - $6.66K
8.2K $876K
Apr 26, 2023 Q1 2023
Cubic Asset Management, LLC

BUY
 -
63
+ 2.86%
$5.77K - $6.66K
2.26K $242K
May 15, 2023 Q1 2023
Garner Asset Management Corp

BUY
 -
63
+ 1.0%
$5.77K - $6.66K
6.35K $678K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
59
New
$5.4K - $6.23K
59 $6.3K
May 03, 2023 Q1 2023
Klingman & Associates, LLC

BUY
 -
59
+ 2.34%
$5.4K - $6.23K
2.58K $275K
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
59
+ 2.13%
$5.4K - $6.23K
2.83K $302K
May 04, 2023 Q1 2023
Ziegler Capital Management, LLC

BUY
 -
57
+ 0.32%
$5.22K - $6.02K
18K $1.92M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
56
+ 2.46%
$5.13K - $5.92K
2.33K $249K
Apr 25, 2023 Q1 2023
Jb Capital LLC

BUY
 -
55
+ 2.02%
$5.04K - $5.81K
2.77K $296K
May 09, 2023 Q1 2023
Widmann Financial Services, Inc.

BUY
 -
55
+ 0.66%
$5.04K - $5.81K
8.38K $895K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
52
+ 0.83%
$4.76K - $5.49K
6.33K $676K
May 15, 2023 Q1 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
52
+ 1.3%
$4.76K - $5.49K
4.06K $433K
Apr 07, 2023 Q1 2023
General Partner, Inc.

Pittsburgh, PA
BUY
 -
51
New
$4.67K - $5.39K
51 $5.45K
Apr 10, 2023 Q1 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
50
+ 1.37%
$4.58K - $5.28K
3.7K $395K
May 10, 2023 Q1 2023
Burney CO

Reston, VA
BUY
 -
50
+ 0.8%
$4.58K - $5.28K
6.29K $672K
Feb 28, 2024 Q1 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
50
+ 13.59%
$4.58K - $5.28K
418 $44.6K
Apr 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
49
+ 2.05%
$4.49K - $5.18K
2.44K $260K
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

BUY
 -
49
+ 2.01%
$4.49K - $5.18K
2.49K $266K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
49
+ 24.5%
$4.49K - $5.18K
249 $26.6K
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
48
+ 1.8%
$4.39K - $5.07K
2.72K $291K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
46
+ 7.8%
$4.21K - $4.86K
636 $67.9K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
44
New
$4.03K - $4.65K
44 $4.7K

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