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
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 1.36% |
$1.37K - $1.58K
|
1.12K
$121K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
14+ 0.25% |
$1.28K - $1.48K
|
5.67K
$614K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13+ 3.87% |
$1.19K - $1.37K
|
349
$37.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
13+ 0.05% |
$1.19K - $1.37K
|
27.5K
$2.98M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 14.13% |
$1.19K - $1.37K
|
105
$11.4K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
13+ 0.54% |
$1.19K - $1.37K
|
2.44K
$264K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12+ 4.29% |
$1.1K - $1.27K
|
292
$31.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
11+ 0.1% |
$1.01K - $1.16K
|
11K
$1.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
11+ 0.53% |
$1.01K - $1.16K
|
2.1K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
11+ 0.5% |
$1.01K - $1.16K
|
2.23K
$242K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10+ 0.14% |
$916 - $1.06K
|
7.06K
$764K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10+ 0.72% |
$916 - $1.06K
|
1.4K
$151K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
10+ 0.24% |
$916 - $1.06K
|
4.11K
$445K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.2% |
$824 - $951
|
4.58K
$496K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 0.26% |
$824 - $951
|
3.54K
$383K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$732 - $845
|
8
$866
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8+ 0.33% |
$732 - $845
|
2.41K
$261K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8+ 0.73% |
$732 - $845
|
1.1K
$119K
|
|
|
Apr 13, 2023
Q1 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
7+ 0.03% |
$641 - $740
|
21.8K
$2.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 1.36% |
$641 - $740
|
523
$56.6K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.07% |
$641 - $740
|
10.5K
$1.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.01% |
$549 - $634
|
68.3K
$7.39M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.13% |
$549 - $634
|
4.79K
$518K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
6+ 0.28% |
$549 - $634
|
2.17K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$549 - $634
|
5.59K
$605K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.17% |
$458 - $528
|
2.9K
$314K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.56% |
$458 - $528
|
892
$96.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$458 - $528
|
2.57K
$278K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.18% |
$458 - $528
|
2.79K
$302K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.22% |
$458 - $528
|
2.28K
$247K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$458 - $528
|
5
$541
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.01% |
$366 - $423
|
400
$43.3K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4+ 0.13% |
$366 - $423
|
3.01K
$325K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$366 - $423
|
1.33K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4+ 0.1% |
$366 - $423
|
3.89K
$421K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
3+ 0.08% |
$275 - $317
|
3.86K
$418K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.47% |
$275 - $317
|
635
$68.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3+ 0.05% |
$275 - $317
|
5.63K
$610K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3+ 0.27% |
$275 - $317
|
1.13K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$275 - $317
|
7.03K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
3+ 0.1% |
$275 - $317
|
2.92K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$275 - $317
|
3.67K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3+ 0.03% |
$275 - $317
|
9.96K
$1.08M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
2+ 0.01% |
$183 - $211
|
20.3K
$2.2M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.03% |
$183 - $211
|
6.89K
$745K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 1.3% |
$183 - $211
|
156
$16.9K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$183 - $211
|
5.16K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.58% |
$183 - $211
|
344
$37.2K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$91.6 - $106
|
18.3K
$1.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$91.6 - $106
|
4.46K
$482K
|