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 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-79- 2.42% |
$7.23K - $8.35K
|
3.18K
$340K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-80- 0.37% |
$7.32K - $8.45K
|
21.5K
$2.3M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-80- 15.44% |
$7.32K - $8.45K
|
438
$46.8K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-81- 3.2% |
$7.42K - $8.56K
|
2.45K
$262K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-84- 0.95% |
$7.69K - $8.87K
|
8.77K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-84- 0.4% |
$7.69K - $8.87K
|
20.9K
$2.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-85- 11.81% |
$7.78K - $8.98K
|
635
$67.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-85- 1.68% |
$7.78K - $8.98K
|
4.98K
$532K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-85- 0.39% |
$7.78K - $8.98K
|
21.7K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-89- 3.18% |
$8.15K - $9.4K
|
2.71K
$290K
|
|
|
May 04, 2023
Q1 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-90- 0.16% |
$8.24K - $9.51K
|
56K
$5.98M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-90- 1.94% |
$8.24K - $9.51K
|
4.54K
$485K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-91- 1.83% |
$8.33K - $9.61K
|
4.89K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-91- 0.23% |
$8.33K - $9.61K
|
39.3K
$4.2M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-92- 3.56% |
$8.42K - $9.72K
|
2.49K
$266K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-94- 5.44% |
$8.61K - $9.93K
|
1.63K
$174K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-94- 0.99% |
$8.61K - $9.93K
|
9.38K
$1M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-96- 66.67% |
$8.79K - $10.1K
|
48
$5.13K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-99- 3.05% |
$9.06K - $10.5K
|
3.14K
$336K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-100- 2.07% |
$9.16K - $10.6K
|
4.73K
$505K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 4.05% |
$9.16K - $10.6K
|
2.37K
$253K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-100- 2.55% |
$9.16K - $10.6K
|
3.83K
$409K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 8.46% |
$9.16K - $10.6K
|
1.08K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-100- 4.08% |
$9.16K - $10.6K
|
2.35K
$251K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-101- 0.4% |
$9.25K - $10.7K
|
25.2K
$2.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-102- 2.22% |
$9.34K - $10.8K
|
4.49K
$480K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-102- 0.36% |
$9.34K - $10.8K
|
28.6K
$3.05M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-102- 1.8% |
$9.34K - $10.8K
|
5.55K
$593K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-103- 1.23% |
$9.43K - $10.9K
|
8.26K
$882K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-104- 4.39% |
$9.52K - $11K
|
2.26K
$242K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-104- 0.5% |
$9.52K - $11K
|
20.7K
$2.21M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-105- 2.38% |
$9.61K - $11.1K
|
4.31K
$460K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-110- 4.2% |
$10.1K - $11.6K
|
2.51K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-112- 3.52% |
$10.3K - $11.8K
|
3.07K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-113- 2.45% |
$10.3K - $11.9K
|
4.5K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-116- 1.51% |
$10.6K - $12.3K
|
7.59K
$811K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-119- 1.21% |
$10.9K - $12.6K
|
9.7K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-119- 2.79% |
$10.9K - $12.6K
|
4.15K
$443K
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-120- 3.61% |
$11K - $12.7K
|
3.21K
$343K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-123- 2.69% |
$11.3K - $13K
|
4.46K
$476K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-124- 3.28% |
$11.4K - $13.1K
|
3.66K
$390K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-125- 2.23% |
$11.4K - $13.2K
|
5.49K
$586K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-125- 4.76% |
$11.4K - $13.2K
|
2.5K
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
SELL
|
- |
-125- 0.33% |
$11.4K - $13.2K
|
37.9K
$4.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-126- 2.74% |
$11.5K - $13.3K
|
4.47K
$478K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-126- 5.04% |
$11.5K - $13.3K
|
2.38K
$254K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-128- 76.65% |
$11.7K - $13.5K
|
39
$4.17K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-129- 0.91% |
$11.8K - $13.6K
|
14K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-129- 0.81% |
$11.8K - $13.6K
|
15.9K
$1.69M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-130- 2.96% |
$11.9K - $13.7K
|
4.26K
$455K
|