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 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
43+ 1.03% |
$3.94K - $4.54K
|
4.22K
$457K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
43+ 4.15% |
$3.94K - $4.54K
|
1.08K
$117K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42+ 0.61% |
$3.85K - $4.44K
|
6.89K
$745K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
42New |
$3.85K - $4.44K
|
42
$4.55K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
41+ 0.77% |
$3.75K - $4.33K
|
5.35K
$579K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
41+ 1.87% |
$3.75K - $4.33K
|
2.23K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
38+ 1.73% |
$3.48K - $4.01K
|
2.23K
$242K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
37+ 0.27% |
$3.39K - $3.91K
|
13.9K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
37+ 1.14% |
$3.39K - $3.91K
|
3.3K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
35+ 18.23% |
$3.2K - $3.7K
|
227
$24.6K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33+ 1.62% |
$3.02K - $3.49K
|
2.07K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
31+ 0.78% |
$2.84K - $3.28K
|
4.02K
$435K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 0.44% |
$2.84K - $3.28K
|
7.14K
$773K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
30+ 1.01% |
$2.75K - $3.17K
|
3.01K
$325K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
29+ 0.16% |
$2.65K - $3.06K
|
18.6K
$2.01M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
29New |
$2.65K - $3.06K
|
29
$3.14K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
28+ 0.8% |
$2.56K - $2.96K
|
3.51K
$380K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
28+ 6.28% |
$2.56K - $2.96K
|
474
$51.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
27+ 0.88% |
$2.47K - $2.85K
|
3.1K
$336K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
27+ 1.05% |
$2.47K - $2.85K
|
2.61K
$282K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
27+ 0.42% |
$2.47K - $2.85K
|
6.44K
$697K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
27+ 0.15% |
$2.47K - $2.85K
|
17.8K
$1.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
26+ 1.0% |
$2.38K - $2.75K
|
2.61K
$283K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26+ 1.0% |
$2.38K - $2.75K
|
2.64K
$285K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
25+ 0.99% |
$2.29K - $2.64K
|
2.56K
$277K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
25+ 0.69% |
$2.29K - $2.64K
|
3.66K
$396K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
25+ 0.84% |
$2.29K - $2.64K
|
3.01K
$325K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
25+ 4.33% |
$2.29K - $2.64K
|
602
$65.2K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 2.59% |
$2.2K - $2.54K
|
952
$103K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
23+ 0.66% |
$2.11K - $2.43K
|
3.52K
$380K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23+ 46.94% |
$2.11K - $2.43K
|
72
$7.79K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
23+ 0.49% |
$2.11K - $2.43K
|
4.7K
$509K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
22+ 0.37% |
$2.01K - $2.32K
|
5.97K
$646K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
22+ 0.04% |
$2.01K - $2.32K
|
49.6K
$5.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21+ 3.75% |
$1.92K - $2.22K
|
581
$62.9K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
21+ 0.69% |
$1.92K - $2.22K
|
3.08K
$333K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
19+ 0.59% |
$1.74K - $2.01K
|
3.26K
$353K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 2.45% |
$1.65K - $1.9K
|
753
$81.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
18+ 0.31% |
$1.65K - $1.9K
|
5.77K
$625K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
18+ 0.52% |
$1.65K - $1.9K
|
3.46K
$374K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 1.25% |
$1.65K - $1.9K
|
1.46K
$158K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
18+ 0.18% |
$1.65K - $1.9K
|
9.9K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18+ 1.11% |
$1.65K - $1.9K
|
1.64K
$177K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18New |
$1.65K - $1.9K
|
18
$1.95K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
17+ 5.12% |
$1.56K - $1.8K
|
349
$37.8K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
17+ 0.65% |
$1.56K - $1.8K
|
2.62K
$284K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.73% |
$1.46K - $1.69K
|
2.21K
$239K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
16+ 0.22% |
$1.46K - $1.69K
|
7.21K
$781K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
16+ 0.26% |
$1.46K - $1.69K
|
6.22K
$673K
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
16+ 0.45% |
$1.46K - $1.69K
|
3.54K
$383K
|