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 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.74% |
$91.6 - $106
|
136
$14.7K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$91.6 - $106
|
2.42K
$262K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.36% |
$91.6 - $106
|
279
$30.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$91.6 - $106
|
7.73K
$836K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$91.6 - $106
|
2.31K
$250K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.04% |
$91.6 - $106
|
2.64K
$286K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.08% |
$91.6 - $106
|
1.31K
$141K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$91.6 - $106
|
3.78K
$409K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.47% |
$91.6 - $106
|
69
$7.47K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1+ 0.03% |
$91.6 - $106
|
3.13K
$339K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.34% |
$91.6 - $106
|
299
$32.4K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.01% |
$91.6 - $106
|
8.15K
$882K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 0.88% |
$91.6 - $106
|
112
$12.1K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$91.6 - $106
|
2.36K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1- 0.03% |
$91.6 - $106
|
3.15K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1- 0.02% |
$91.6 - $106
|
4.66K
$505K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 0.08% |
$91.6 - $106
|
1.29K
$139K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2- 0.01% |
$183 - $211
|
24.9K
$2.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.06% |
$183 - $211
|
186
$20.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2- 0.09% |
$183 - $211
|
2.25K
$243K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3- 0.09% |
$275 - $317
|
3.26K
$353K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.94% |
$275 - $317
|
316
$34.2K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3- 0.11% |
$275 - $317
|
2.7K
$292K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4- 0.07% |
$366 - $423
|
5.81K
$628K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4- 0.07% |
$366 - $423
|
5.81K
$628K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-5- 0.36% |
$458 - $528
|
1.38K
$150K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5- 0.03% |
$458 - $528
|
14.5K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-7- 0.12% |
$641 - $740
|
5.75K
$622K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8- 0.08% |
$732 - $845
|
10.3K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8- 1.72% |
$732 - $845
|
458
$49.6K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-9- 0.14% |
$824 - $951
|
6.27K
$679K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.1% |
$824 - $951
|
9.45K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 0.25% |
$916 - $1.06K
|
4.05K
$439K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-10- 0.13% |
$916 - $1.06K
|
7.77K
$841K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-10- 0.19% |
$916 - $1.06K
|
5.34K
$578K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10- 0.23% |
$916 - $1.06K
|
4.38K
$474K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-11- 0.16% |
$1.01K - $1.16K
|
7.02K
$760K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-12- 19.35% |
$1.1K - $1.27K
|
50
$5.41K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-15- 0.3% |
$1.37K - $1.58K
|
5.05K
$547K
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.01% |
$1.56K - $1.8K
|
119K
$12.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-18- 0.14% |
$1.65K - $1.9K
|
12.6K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-19- 0.53% |
$1.74K - $2.01K
|
3.59K
$389K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-21- 0.7% |
$1.92K - $2.22K
|
2.96K
$320K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-22- 0.88% |
$2.01K - $2.32K
|
2.48K
$268K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-22- 0.76% |
$2.01K - $2.32K
|
2.89K
$312K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-23- 0.96% |
$2.11K - $2.43K
|
2.38K
$257K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-24- 0.15% |
$2.2K - $2.54K
|
16.3K
$1.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-25- 0.9% |
$2.29K - $2.64K
|
2.74K
$296K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.26% |
$2.75K - $3.17K
|
11.5K
$1.25M
|