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 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-31- 0.26% |
$2.84K - $3.28K
|
12K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-32- 0.44% |
$2.93K - $3.38K
|
7.27K
$777K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-32- 0.12% |
$2.93K - $3.38K
|
27.6K
$2.95M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-32- 3.0% |
$2.93K - $3.38K
|
1.03K
$110K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-33- 1.96% |
$3.02K - $3.49K
|
1.65K
$176K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-33- 0.64% |
$3.02K - $3.49K
|
5.11K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35- 0.2% |
$3.2K - $3.7K
|
17.4K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-36- 1.42% |
$3.3K - $3.8K
|
2.5K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-36- 0.83% |
$3.3K - $3.8K
|
4.3K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-36- 6.91% |
$3.3K - $3.8K
|
485
$51.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-38- 0.72% |
$3.48K - $4.01K
|
5.24K
$560K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-38- 0.38% |
$3.48K - $4.01K
|
10K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-39- 0.31% |
$3.57K - $4.12K
|
12.6K
$1.35M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-39- 0.44% |
$3.57K - $4.12K
|
8.83K
$943K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-39- 0.15% |
$3.57K - $4.12K
|
25.9K
$2.76M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-39- 1.41% |
$3.57K - $4.12K
|
2.73K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-40- 1.64% |
$3.66K - $4.23K
|
2.4K
$256K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-40- 0.77% |
$3.66K - $4.23K
|
5.17K
$552K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-41- 0.55% |
$3.75K - $4.33K
|
7.36K
$786K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-42- 0.28% |
$3.85K - $4.44K
|
15.1K
$1.61M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-43- 0.97% |
$3.94K - $4.54K
|
4.38K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-43- 1.22% |
$3.94K - $4.54K
|
3.48K
$372K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-44- 1.46% |
$4.03K - $4.65K
|
2.98K
$318K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.79% |
$4.12K - $4.75K
|
5.67K
$606K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-49- 6.91% |
$4.49K - $5.18K
|
660
$70.5K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-50- 3.9% |
$4.58K - $5.28K
|
1.23K
$132K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-50- 0.39% |
$4.58K - $5.28K
|
12.6K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-50- 0.65% |
$4.58K - $5.28K
|
7.68K
$820K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-50- 2.0% |
$4.58K - $5.28K
|
2.46K
$262K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-51- 5.68% |
$4.67K - $5.39K
|
847
$90.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-54- 0.45% |
$4.94K - $5.71K
|
11.9K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-56- 1.17% |
$5.13K - $5.92K
|
4.74K
$506K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-59- 1.88% |
$5.4K - $6.23K
|
3.08K
$329K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-64- 1.85% |
$5.86K - $6.76K
|
3.39K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-64- 1.09% |
$5.86K - $6.76K
|
5.79K
$618K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-65- 2.67% |
$5.95K - $6.87K
|
2.37K
$253K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-65- 1.07% |
$5.95K - $6.87K
|
6.01K
$642K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-66- 12.29% |
$6.04K - $6.97K
|
471
$50.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-69- 1.61% |
$6.32K - $7.29K
|
4.23K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-69- 1.32% |
$6.32K - $7.29K
|
5.17K
$552K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-70- 1.48% |
$6.41K - $7.4K
|
4.67K
$499K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-72- 0.16% |
$6.59K - $7.61K
|
43.7K
$4.67M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-72- 0.17% |
$6.59K - $7.61K
|
42.5K
$4.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-74- 2.68% |
$6.77K - $7.82K
|
2.69K
$287K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-74- 0.74% |
$6.77K - $7.82K
|
9.96K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-75- 0.04% |
$6.87K - $7.92K
|
193K
$20.7M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-75- 0.04% |
$6.87K - $7.92K
|
193K
$20.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-76- 3.13% |
$6.96K - $8.03K
|
2.35K
$251K
|
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
SELL
|
- |
-77- 2.93% |
$7.05K - $8.14K
|
2.55K
$272K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-79- 1.33% |
$7.23K - $8.35K
|
5.86K
$625K
|